For most apps, ProBackup controls the backup scope at the workspace level. To manage which workspaces are backed up, follow these steps:
On the Home page, click the "Go to..." button for the relevant app.
Navigate to the Scope tab (located next to Reports).
Use the checkboxes to select which workspaces should be included in or excluded from the backup.
Note: For certain apps, such as HubSpot, we allow you to back up the entire account by default.
Adding new workspaces
If a workspace you wish to back up does not appear in the list, you can add it using one of the following two methods:
Reconnect your account: Go to the Apps page and reconnect to the application. On the authorization screen, ensure you select the additional workspace(s) you want to add.
Invite a team member: Invite a team member who has access to the missing workspaces. During their onboarding process, they will be able to select and authorize the additional workspaces.
Excluding specific projects, lists, or boards
Premium users have the option to exclude specific items within a workspace, such as projects, lists, or boards. The availability of this feature depends on the specific application (see examples below).
To exclude specific items:
On the Home page, click "Go to..." for the relevant app.
Click on the Scope tab.
Locate the relevant workspace and click Exclude items (The wording may vary by app, e.g., "Exclude projects" or "Exclude lists").
Use the search bar to find the specific items you wish to exclude, then check the box next to each one.
A counter will appear next to the workspace name, indicating how many items have been excluded from the backup.
Examples by app
The items you can exclude vary by application:
Asana: Exclude specific projects.
ClickUp: Exclude specific lists.
Trello: Exclude specific boards.
HubSpot: This feature is not available; all CRM modules are backed up by default.