As more and more people use TeamworkPM the ability to copy or move projects to other TeamworkPM accounts became a highly requested feature. This month we are really happy to announce that this is now available.
One of the reasons this was being requested so much, was as people added clients to their installation their clients realized the value that TeamworkPM brought to their company and they saw the benifit of using a project management app to help run their projects smoothly.
Naturally the client would love to have the current project in their new account and up until now this wasn't possible. There are a few steps that you must do to successfully transfer a project to a new account. First of all you must link the accounts. Don’t worry this is only a link to the individual user, it doesn’t mean that your accounts will be joined in any other way. For those of you who don’t already know, a while back we released a feature called Sites. What this enables you to do is to quickly jump between TeamworkPM accounts without have to log out and in each time.
What you do is login to one account, navigate to your name in the top right, click on My details. Go to Account tab and look for the Advanced Options link.
Once you select this you will see the options to link your accounts. If you used the same email address for your other accounts it will display there. If you have used another email account you can enter this here to display your other TeamwoKPM accounts.
Once you have the accounts linked you are ready to go.
Click into the correct project, click on project options from the overview page, then pick copy/move this project.
At the top of the lightbox pick your action and then pick the account to which you wish to move/copy the project to.
