Managing projects (rename, archive, clone, save as template, delete)

Once a project exists you can rename it, archive it, set its sharing permissions, duplicate it, turn it into a reusable template, or delete it. These actions are reached from the ⋮ menu beside the project in the left pane. A project's menu lists Rename, Archive, Sharing permissions, Clone (with data), Clone (without data), Save as template and Delete. A folder's menu is shorter: Rename, Archive, Sharing permissions and Delete.

Open the management menu

1. In the left pane, find the project (or folder) you want to manage.
2. Click the ⋮ beside it.
3. Choose the action you need from the list below.

Rename

• Click Rename.
• Enter the new project name and save. The new name appears immediately in the left pane and at the top of the table.

Archive

• Click Archive to hide the project from the main list without deleting it.
• Archived folders and projects are hidden by default. To see them again, tick the Show archived checkbox at the bottom of the Projects area.
• You can restore an archived item from the same menu once Show archived is ticked.

Sharing permissions

• Click Sharing permissions to control who can see and change the project. See Sharing permissions across folder, project, column and row (Document ID: 224).

Clone (with data)

• Click Clone (with data) to duplicate the project's structure and all of its rows.
• Use this when you want an exact working copy of an existing table, including the records already in it.

Clone (without data)

• Click Clone (without data) to duplicate the project's structure and column types only, with no rows.
• Use this when you want the same table layout for a new set of records.

Save as template

• Click Save as template to store the column setup and column types as a reusable project template.
• The template then appears as an option when you create a new project (see Folders and projects (create, templates, blank) (Document ID: 225)), so future projects can start from the same setup.

Delete

• Click Delete to remove the project permanently.
• Deletion removes the table and its rows, so archive instead if you only need to hide a project temporarily.

Clone vs. template — which to use

• Clone (with data) copies everything, including every row.
• Clone (without data) copies the structure and column types only.
• Save as template stores the setup so it can be reused on brand-new projects from the Add New Project screen.