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Copy a Chart

You can quickly make a copy of a Chart. This is perfect for when you are working with similar Charts in a bunch of different Locations.


Who can copy a Chart?

To copy a Chart you must have both permission to access it and to create new Charts of that type.

NOTE: If the Chart is nested under a Project, you must be a member of that parent Project's team.


What happens when I copy a Chart?

  • The new copy will be in the "Draft" status.

  • You will be made the Author.

The following information will be copied:

  • The Title

  • The Parent (if there is one)

  • The information in any of its Fields and Attributes

  • Any Attachments and Links

  • Any Chart Annotations (if chosen to do so)

  • The "Private" status

You also have the option of copying all of its nested Charts, Tasks, Projects, and Improvements.

NOTE: Only items nested directly under this Chart will be copied. That is, an Improvement nested under a Project nested under the Chart you are copying will not be copied.

  • Copied Improvements will be in the "Draft" status with the copier entered as the Author

  • Copied Charts will be in the "Draft" status with the copier entered as the Author

  • Copied Projects will be in the "Draft" status with the copier entered as the Facilitator

  • Copied Tasks will be moved into the "Draft" status with the copied entered as the Author


How do I copy a Chart?

Open the Chart you want to copy, then:

  • Click 2018-03-26_1432.png in the top right corner of the page.

  • Click 2018-03-26_1433.png in the resulting drop-down menu.


In the resulting window:

  • Enter the name of the copy in the “Name” field.

  • (**Optional**) Check the box next to "Copy Team" to add the original item's team to the new copy. The copied item and all its nested Charts and Projects will be affected.

  • (**Optional**) Check the box next to "Copy nested items" to include copies of the items nested under this Chart.

NOTE: Only the first 100 nested items will be copied.

  • Select whether you want to copy “One Level” - the items nested directly under the parent you’re copying - or “All Levels” - all items nested under the parent or its children, etc.

  • Select whether you want to copy all types - Projects Improvements, Charts, and Tasks.

    • If you select “No,” check the box next to each workflow you do want to copy.

  • Check the box next to "I understand this cannot be undone."

  • Click 2018-03-26_1442.png.

The new Chart will be created and automatically opened.


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