How to duplicate a workspace

Overview

Workspace duplication lets you create an exact copy of an existing workspace — either within your own organization or in a different one you manage. This is useful for setting up sandboxes, sharing templates, or helping new teams get started without building from scratch.

Before you start

You must be an organizational admin to duplicate a workspace.
The target organization must not have reached its workspace limit (Pro: 1, Business: 3, Enterprise: unlimited).

Steps

Go to Settings.
Select Workspaces from the left-hand menu.
Click the ... menu on the top right of the workspace you want to duplicate.
Select Duplicate workspace from the dropdown.
In the first screen, choose the organization you want to duplicate into, enter a name and URL for the new workspace, and set it as public or private.
In the second screen, select the content you want to include in the duplication.
Click Duplicate workspace to confirm.

The duplication usually takes around 10 seconds, depending on the size of the workspace.

What isn't duplicated

Some content can't be carried over, since it's tied to specific users or integrations that may not exist in the destination organization:

Comments and owners — linked to specific users
Integration data — connections to Jira, Azure DevOps, and Qualtrics

When to use workspace duplication

Onboarding new users — create a sandbox copy of your real workspace so new team members can explore TheyDo in your context, without the risk of affecting the original.
Using a template workspace — Enterprise customers can have their TheyDo Coach deploy pre-filled template workspaces so there's no need to start from scratch.
Expanding to a new team, country, or brand — help a related team hit the ground running by giving them a copy of your workspace rather than an empty one.
Agency use — if you're helping clients set up TheyDo, you can deploy your agency template workspace directly to their organization.