How to Copy a Project | Trovve Help Center

Learn how to create a duplicate of your existing project with customizable options for content and settings.

Accessing the Copy Feature

There are two ways to access the copy project feature:

From the Projects List:
- Locate your project in the projects list
- Click the three-dot menu (⋮) next to the project name
- Select "Copy Project" from the dropdown menu
From an Open Project:
- Look for the three-dot menu (⋮) in the top-right corner, next to the settings icon
- Click it and select "Copy Project"

Enter New Project Name
- The system will automatically suggest a name in the format: "[copy] - [Original Project Name]"
- You can modify this name as needed
Select Content to Copy
- Project Structure
  - Sections
  - Tags
  - Files & Links
  - Checklist Templates
- People
  - Team members
  - External contacts
- Task Details
  - Task names
  - Start and due dates
  - Assignees
  - Descriptions
  - Checklists and their descriptions
  - Files and links
Managing Dates
- If you choose to copy start/due dates:
  - Tasks will maintain their relative timing to the project start date
  - Example: If a task started 3 days after the original project, it will start 3 days after your new project's start date
  - Note: The original project must have a start date for this feature to work
  - Any tasks that started before the original project start date will begin on the new project's start date
Review Team Members and Contacts
- If selected, you'll see a list of team members and external contacts
- Add or remove people as needed
- Adjust their roles and permissions
Manage Files and Folders
- Review copied files and links
- Add or remove folders
- Organize content based on suggested folders for your client
Complete the Copy
- Review your selections
- Click "Create Copy" to finalize

Note: Project duration, client information, and project description are not included in the copy process.