Cloning a Room

Copy an entire room so you don't have to start from scratch.

Ian Group avatar
Written by Ian Group
Updated over a week ago

Cloning a room allows you to include the entire room structure, uploaded documents, notes, due dates, item statuses, teams, users, team responsibilities, and access.

To clone the room, head over to your dashboard, and choose a room to clone.

  • While on the dashboard, click on the 3 dot menu on the right-hand side for the selected room.

  • Click Clone Room.

  • You can enter the Room Name and Room Type for your new room. This is required information.

  • For more advanced options on cloning a room, click "What do you want to copy to the new room?" Here you can select a variety of items you would like to clone along with the room.

Once you've made your selection, click Clone Room to complete the process.

Clone an existing room while on its checklist

  • Open a room you want to clone.

  • Click on the Actions menu on the top right corner.

  • Click Clone Room.

  • Follow the configuration steps described above in this article.

You can continue working in this room ProDeal clones your room. You will receive an email when cloning is complete. To open your newly cloned room, follow the link from the email or head back to your dashboard.

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