SmartSheet: How to Duplicate a Workspace or Folder

Answer

To duplicate a workspace or folder in SmartSheet, follow these instructions:

1. Click the Browse button in the left toolbar.

2. Right-click the workspace or folder that you want to duplicate.

3. Click Save as New.

4. Type the name for the new folder or workspace.

5. Double check the options in Sharing Options, Automated Workflow & Alert Options, and Data & Formatting Options.

These options are very important. Use them to control which data is duplicated, such as comments, attachments, cross-sheet references, sheet hyperlinks, filters, forms, and automation. Be sure to check these options before saving.

6. Click Save.

Now you have duplicated your folder or workspace and you can open the new copy.

Learn More About Duplicating Sheets, Forms, Reports, and Dashboards

To learn more about duplicating other SmartSheet elements, such as sheets, forms, reports, and dashboards, see How to Duplicate a Project.

Additional Resources

• How to sort automatically in SmartSheet
• How to generate PDFs for grouped and summarized reports in SmartSheet
• How to enable spell checking in SmartSheet