How to Duplicate a Section?
Overview
Instead of creating a section from scratch, you can simply duplicate a section across Boards.
Who can duplicate a Section?
Only the Board Admins can duplicate a Section. While duplicating a Section to another Board, make sure that you are also the Admin of the destination Board.
How to Duplicate a Section?
- Click Tasks from the menu in the left.
- Navigate to the Section you'd like to duplicate.
- Hover above the Section name and click the inverted triangle.
- From the drop-down, select Duplicate this Section.
- From the pop-up, select the board to duplicate this section to.
- Use the checkboxes to retain members and tags of the selected Section, if needed.
- Once done, click Duplicate.
- You will receive a notification once the duplication is complete.
Related Articles
Merging Duplicate Records
When you work with a significant volume of data, it gets quite challenging to keep your database free from duplicates. As the avenues to create records in CRM increase, the chances of duplicate entries increase as well. For example, the same lead may ...
Merge Duplicate Records
Over a period, there may be a chance of accumulating duplicate records. You can search the duplicates and merge them for a better organization of records. There are two features to merge duplicate records. Find & Merge Duplicate Records De-duplicate ...
Merging Duplicate Records
Introduction Over a period, there may be a chance of accumulating duplicate records. You can search the duplicates and merge them for a better organization of records. There are two features to merge duplicate records. Find & Merge Duplicate Records ...
Checking Duplicate Records in Zoho CRM
When you have hundreds and thousands of records in your CRM, as your business grows, it becomes a very difficult task to check for duplicates. Zoho CRM helps you arrest duplicates even before they can be created, with the help of what we call "unique ...
Checking Duplicate Records in Zoho Recruit
When you have hundreds and thousands of records in your Recruit, as your business grows, it becomes a very difficult task to check for duplicates. Zoho Recruit provides you with an option to check if a record already exists in your Recruit account by ...