Duplicate an Entire Project / Save a Project as a Template

This post consolidates 14 separate requests (2022–2026) asking for the same capability. Votes from the merged posts have been carried over.

The request: let us duplicate an entire project in one click — all design boards (in their original order), folders, attachments and documents, tasks, and questionnaires — or save any project as a reusable template that new projects can be started from. Duplicating boards one at a time is today's only workaround, and for a full project it takes hours of pure admin work.

Who needs it and why:

Studios with a standardized process — many of us run every client through the same structure: the same set of design boards, the same client handouts staged as hidden attachments, the same task list. Rebuilding that scaffolding for every new client is daily, repeated admin time. "We would honestly use the duplicate project feature every single day! It would cut down our admin time significantly."
Designers doing repeat/multi-unit work — builder model homes, new-construction material selections, and short-term rental properties are near-identical projects in volume. We need to replicate a master project (boards, standard product lists, specs) and adjust the details, instead of recreating each slide individually.
Versioning and safe revisions — duplicating a project preserves the original presentation exactly as delivered while we revise the copy for the next round.

Scope notes from the merged threads:

Design boards, folders, attachments, tasks, and questionnaires should carry over. Nobody asked for quotes, invoices, or POs to be copied into the new project.
Duplicated boards/designs must default to hidden from the client — templates and duplicates are working material, not deliverables.
Board order and folder structure should be preserved in the copy.

Merged posts: "Duplicate Project", "Project Template", "Duplicate a whole project", "Duplicate an Entire Project — including Attachments and Design Boards", "I work with a builder…", "Duplicate Whole Projects", "Copy whole project to new board", "Project Planner Template", "Duplicate Entire Project", "Copy All Project Boards To Start New Project", "Transfer entire design packet to templates", "Save Entire Project as Template", "Duplicate entire project", "Project Templates".