Contents:
Who can move assets between products?
What assets can be moved between products?
Migration guide
How to move assets between products?
Moving story maps and story map templates
Moving roadmaps
Moving insights
Moving ideas
Step-by-step guide to move assets between products
Who can move assets between products?
Only Subscription Admin and Workspace Admin have the privilege to move assets between products. If you do not have the necessary user level to move your assets between products, please contact to one of the the Subscription Admins or Workspace Admins of your workspace. In case you require any additional help on this matter, feel free to contact us via the built-in live chat.
What assets can be moved between products?
If you are a Subscription Admin or a Workspace Admin, you have the necessary access level to move the following assets between products on your workspace:
Story maps - including global level user personas
Story map templates
Roadmaps
Insights
Ideas
⚠️ IMPORTANT ⚠️
Migration guide
Story maps — Moving a story map to another product will add all story map members to the destination product and will remain as collaborators on the story map. Product personas will be copied to the new product.
Roadmap — Moving a roadmap to another product will add all roadmap members to the destination product. The connection between story maps and roadmaps remains after the migration.
Insights — You can select 'All insights' or choose multiple lists. If the list does not exist in the destination product, it will be created automatically.
Ideas — Ideas can be moved by selecting labels, or you can move all ideas as well. If the idea's status (column) or labels do not exist on the destination product's idea board, it will be created.
Portals — Portals cannot be moved between products.
How to move assets between products?
Visit the Side menu
Click on Products
Select “All products”
Click on “Move assets between products”
Select the product where the assets are located
Select the product where you want to migrate selected assets to
Select assets you want to move
Click on “Move assets”
⚠️ IMPORTANT ⚠️
Before you move any assets between products, make sure that you double check the destination of your assets in order to avoid any complication and unwanted actions.
Step-by-step guide to move assets between products
Visit dashboard as a Subscription Admin or Workspace Admin to get started. Click on Products and select “All products”. This will allow you to access all products on the workspace. Select “Move assets between products” to initiate a migration.
To move assets between products, first select which product you want to move assets from and which product you want to move them.
Once you have identified the source and the destination product of your assets you can select what asset(s) you want to migrate between the selected products.
💡 Tip - Learn more about Products
💡 Tip - Learn more about How to invite or add users to products
💡 Tip - Learn more about Assets on StoriesOnBoard