This feature works for:
Account: All Accounts
Plan subscribed: Scale Up and Grown Up plans only
Before you begin:
Things to take note:
- Make sure you have already created at least one project
- This feature could save you a lot of time in creating projects that are similar to the existing ones
Instructions
1. On your bantu Workspace Dashboard, click 'Manage My Account' tab
2. Click 'Duplicate Project' sub-tab
3. Select a project from the drop-down list
- This list of projects only includes those managed by you
- You can also include the contacts currently in the selected project by checking the box as seen below:
Note: This also duplicates the timeslots and roles that the contacts are assigned to.
2. Click 'Duplicate Project'
- Any email and SMS templates edited in the selected project will also be duplicated
What’s Next?
You can find out more useful features in the 'Manage My Account' tab, or proceed to add Sub-Organiser(s) to your Organisation.
> Learn how to import contact data
> Learn how to edit member information