Best practices for your Klonup backups

Run backups at quiet times of the day so they don’t interrupt your work in Smartsheet.

Control how many copies you keep: every backup takes space in your account, decide how many to retain.

Only enable what you need: turn on filters, forms, cell links or shared permissions only if they’re essential.

Do a manual backup first to test your settings before automating.

Check that your access key and account location are correct in the klone.

Don’t include more than 5 workspaces or folders per task: smaller tasks are easier to monitor and more stable.

It is not advisable to configure more than 10 tasks per Klon: the Smartsheet licence could become overloaded if this is not taken into account. Let’s look at it with a quick calculation: 10 tasks × 5 workspaces or folders × 2 copies = 100 workspaces, plus the originals. If you keep more than two backup copies, this number will continue to multiply.

Use one or more dedicated licences for backups so you don’t clutter someone’s personal account with extra workspaces.

Deactivate or delete old tasks you no longer need.

Use roles properly: Administrators create klones and manage users; Backup Managers set up and run backups.

Check notifications and history to stay aware of any issues.

Make a backup before important changes in your workspaces.