Moving Sheets, Reports & Dashboards to a new Workspace
Hello - I have created several sheets, reports, dashboards, workflow automations and scheduled email reporting. If I move all of this to a new workspace, will everything still work the same or will I have to reconnect everything? Are there any best practices for backing up my work? Thank you!
Best Answer
-
Hi @HutchL
I hope you're well and safe!
It depends, but generally, yes. I'd recommend that you move everything to a Folder first and then move that to the Workspace, and then you can move it out of the Folder again.
When you save the Folder as New, you'll get some options for how it should keep it. Make sure to read through them carefully and select the correct choices.
Did that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
Hi @HutchL
I hope you're well and safe!
It depends, but generally, yes. I'd recommend that you move everything to a Folder first and then move that to the Workspace, and then you can move it out of the Folder again.
When you save the Folder as New, you'll get some options for how it should keep it. Make sure to read through them carefully and select the correct choices.
Did that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Thank you soooo much! That worked great, and a special thanks for the heads up to pay close attention to those workflow options. Have a great day! Thank you again.
Laura
-
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.8K Get Help
- 376 Global Discussions
- 207 Industry Talk
- 440 Announcements
- 4.5K Ideas & Feature Requests
- 139 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 449 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 284 Events
- 33 Webinars
- 7.3K Forum Archives