Hi team,
I have introduced one of my clients to ZZ takeoff,
I'm wondering if there is an easy way to transfer the projects I've been doing for them into their new workspace?
Hi Thomas, there is a way to transfer from one workspace to another. Just know that the workspace that you are transferring to will not have the same custom properties that you have.
To transfer a project to a workspace go to open project in your workspace drop down and then you will see three dots when you hover over the project you wish to transfer, if you click on the three dots you will see the option to move to workspace. I would recommend creating a copy for your workspace first though. Let us know if you need any help on this.
Thanks Todd,
I'll give it a try
Cheers
Hey Todd,
Where is the move to workspace option?

If you do not have another workspace, go to this website and create a new one. https://www.zztakeoff.com/onboarding
Then you should have the option to move to workspace.