Duplicate a project to use it as a template — keep the structure, content, and Tactics while removing the bits you don't need for the new project.

How to Duplicate

• Right-click a project in the navigation sidebar and choose Duplicate
• Or open the project's actions menu on the dashboard and choose Duplicate

The duplicated project opens with "Copy of …" prepended to the title — rename it and start editing.

What's Copied

• All boards, documents, and Tactics inside the project
• All canvas elements with their content, positions, colors, and styling
• Folder structure and nested boards

What's Not Copied

• Sharing settings — the duplicate is private by default
• Comment threads
• AI chat history (each new chat session starts fresh)

Use Cases

• Reuse a campaign template for the next campaign
• Build a "starter pack" project structure once, duplicate per client
• Spin up a sandbox copy before making big changes to a real project