How to migrate a Job (Project and Flow) to another Organization

Updated 02/24/2022

It is possible to migrate a Job, be it a Project or Flow, to another Organization. This migration will move the Job along with all of its Tasks and Organizations to the target Organization. See below how to proceed:

requirements

  1. You must be an Administrator user in the source and target Organization
  2. Ask the team to stop feeding the Job until the migration is complete to avoid data loss

Performing the migration

1. Access the "Organization" menu and then click on "Jobs"

2 - Click on the name of the Job you want to migrate

3 - In the window that will open, click on "Options" and then on "Migrate Organization"

4 - In the new open window, select the Organization where you want to move this work, in the "Destination Organization" field.

To add the users linked to the Work in the new Organization, check the option "Check to add participants...". By checking this option, all work participants will be added as users in the target Organization and the tasks will keep the user assignments. If this option is not checked, tasks will be migrated without assigning assignees and members.


5 - Click on "Migrate". The migration will run and you will be redirected into the Work in the new Organization.

To go back

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