Take your work with you or hand it over

Docs, Spaces and scheduled tasks live in the workspace where Viktor made them. This page covers how to hand them to a teammate, what you can download, and what to do when you move to another workspace.

Hand over a doc

Each doc has an access manager, the person who decides who can open it.

1. 1

   Open the doc from Docs in the Viktor app.

2. 2

   In the Settings pane, find Access manager. If the pane is hidden, click Show side pane in the doc's top bar.

3. 3

   Click Transfer to…, pick a teammate, then click Transfer.

To change who can open a doc, see Docs and images Viktor creates for you.

Hand over a Space

The Space's creator and workspace admins choose who can open it.

1. 1

   Open the Space from Spaces.

2. 2

   Go to the Access tab.

3. 3

   Choose Workspace members, or choose Specific people and groups and add your teammate.

Hand over a scheduled task

A scheduled task runs in the name of the person who set it up. There is no button that moves it to someone else. To hand one over:

1. 1

   The teammate who takes over asks Viktor to set up the same task for them. The task's download (see below) has its schedule and instructions.

2. 2

   Check that the new task shows in Scheduled tasks.

3. 3

   Delete the old task.

Hand over a project

If you manage a shared project, open the project's details and find Hand over under Access. Pick a person and click Offer. They run the project from then on, and nothing moves until they accept. Some workspaces call projects missions or goals.

Download a scheduled task2 steps

1. 1

   Open Scheduled tasks and click the task.

2. 2

   Open the Task actions menu at the top of the task's page and choose Download .zip.

The .zip holds the task's settings and schedule. Where the task has them, it also holds its instructions, its run history (without the conversations) and the script files it uses. Built-in system tasks can't be downloaded.

Files

Files Viktor sends you stay in the conversation where he sent them: Slack, Microsoft Teams or the Viktor app. Save the ones you need from there.

Moving to another workspace

A new workspace starts fresh, with its own integrations, scheduled tasks and billing. Docs, Spaces and scheduled tasks stay in the old workspace. They can't be moved to the new one.

1. Download the scheduled tasks you want to keep. Use the schedule and instructions in each download to ask Viktor in the new workspace to set the task up again.

2. Connect your apps again in the new workspace. See Connect an integration.

3. Before you leave the old workspace, hand over the docs, Spaces and tasks your teammates still need.