Moving Sheets, Reports & Dashboards to a new Workspace

Laura Hutchison

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!

Andrée Starå

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!

Andrée Starå

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!

Laura Hutchison

@Andrée Starå

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

Andrée Starå

@HutchL

Excellent!

You're more than welcome!