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

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    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!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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