This month we are really happy to announce that you can now copy or move projects between different Teamwork Projects sites.
Note: you need to be a site administrator to copy content between sites.
One of the reasons this was being requested so much was as people added clients to their installation their clients realized the value that Teamwork Projects brought to their company, and they saw the benefit of using a project management app to help run their projects smoothly.
Naturally, the client would love to have the current project in their new account and up until now this wasn’t possible.
There are a few steps that you must do to successfully transfer a project to a new account.
First of all you must link the accounts. Don’t worry this is only a link to the individual user, it doesn’t mean that your accounts will be joined in any other way.
For those of you who don’t already know, a while back we released a feature called Sites. What this enables you to do is to quickly jump between Teamwork.com accounts without have to log out and in each time.
What you do is login to one account, navigate to your image on the top right-hand side, click on My Setails. Go to Account tab and look for the Advanced Options link.
Once you select this you will see the options to link your accounts. If you used the same email address for your other accounts it will display there. If you have used another email account you can enter this here to display your other Teamwork Projects accounts.
Now follow the instructions on screen and link your accounts.
Once you have the accounts linked you are ready to go.
Now click into the correct project you wish to move or copy items from, select project options from the overview page, then pick copy/move this project.
At the top of the light box pick your action and then pick the account to which you wish to move/copy the project to.
You can see you also have the options to pick what elements of the project you wish to move.