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How to copy widgets from one workspace to another?
How to copy widgets from one workspace to another?

This feature saves users from recreating widgets manually in different workspaces, allowing more time for analysis and decision-making.

Contify Marketing avatar
Written by Contify Marketing
Updated over a week ago

In this guide, you'll learn how to copy a widget from your dashboard to another workspace using simple steps. This feature allows you to efficiently share and duplicate widgets across different workspaces within your platform.

Steps:

  1. Access the Dashboard:

    • Start by logging into your platform and accessing the dashboard where your widgets are located.

  2. Locate the Widget to Copy:

    • On the dashboard, find the specific widget you want to copy. Each widget may have a unique set of information or functionality.

  3. Open Widget Settings:

    • Look for a set of three dots (often referred to as a "menu" or "settings" icon) associated with the widget you want to copy. Click on these three dots to open the widget's settings.

  4. Select "Copy Widget To":

    • Within the widget settings menu, you will see various options. Among them, select "Copy Widget To." This action initiates the widget copying process.

  5. Choose the Destination Workspace:

    • A new window or dialog box will appear, prompting you to choose the destination workspace for your copied widget. This is where the widget will be duplicated.

  6. Select the Workspace:

    • From the list of available workspaces, select the one where you want to copy the widget. Ensure you choose the correct workspace to avoid any confusion.

  7. Confirm and Copy:

    • After selecting the destination workspace, you will typically see an "Ok" or "Copy" button. Click on this button to confirm your choice and proceed with copying the widget.

  8. Widget Copy Confirmation:

    • You should receive a confirmation message indicating that the widget has been successfully copied to the selected workspace.

By following these steps, you can efficiently duplicate widgets from your dashboard to different workspaces within your platform, making it easier to share information and resources across various parts of your organization or system.


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