Move or Copy Journeys, Milestones, and Steps

A Journey can move or copy to another AI Hub in the same organization. A Milestone or Step can move or copy only within its current AI Hub.

Choose Move or Copy

• Move changes the item's parent. The original item, its content, and its associated user data move together.
• Copy creates a new item and leaves the original in place. The content structure is copied, but user responses and progress aren't.

A moved or copied item is added to the end of its new parent. Reorder it afterward if needed.

Where each item can go

• Journey: move it to another AI Hub in the same organization, or copy it to the current or another AI Hub.
• Milestone: move or copy it to any Journey in the same AI Hub.
• Step: move or copy it to any Milestone in the same AI Hub.

Only Journeys can go directly from one AI Hub to another.

Move or copy from the list

1. Open the list that contains the Journey, Milestone, or Step.
2. Open the item's ⋯ menu.
3. Select Move or Copy.
4. Choose the destination.
5. Confirm the move or copy.

For a Journey, Move appears only when another AI Hub is available as a destination.

Move or copy in Canvas View

1. Open the AI Hub and select Canvas View.
2. Open the item's ⋯ menu.
3. Select the matching Move to or Copy to option.
4. Choose the destination and confirm.

You can also drag content onto a different parent in Canvas View. Use Undo if you need to reverse a change made there.

Review context after a move

Moving content within the same AI Hub keeps its Step context relationships. OBIE checks the new location and shows:

Step context out of order when a Step uses a source that comes later in the same Journey.

Check context availability for a source in another Journey that appears later in the hub's sequence. Cross-Journey links already enforced by a required link or a matching completion visibility rule aren't listed in this notice.

Select Show details, then View linked step to inspect the source in the affected Step's Context or Deliverable settings. Keep needed links and move or reorder the content so the source comes first. If a link isn't needed, select Unlink step from context or Unlink step from deliverable, then review and confirm. Unlinking goes live for users right away; other unpublished edits stay unpublished.

See Understand and Resolve Step Context Warnings for screenshots and the full walkthrough.

Moving a Journey to another AI Hub checks for Step context links that would cross the hub boundary. OBIE warns you and clears those links when you complete the move.

Review context after a copy

Copying one Step to a different Milestone in the same AI Hub keeps its Step context links, but clears its visibility rules. Check whether the linked Steps are available in the new location and set any visibility rules the copy needs.

When you copy a Milestone or Journey within the same AI Hub, its Steps keep their existing links to the original source Steps. Review those links if the copy should use different sources.

When you copy a Journey to another AI Hub, links between copied Steps point to their new copies. Links to Steps outside the copied Journey are removed.

Review the copied content before publishing, especially any Step context, Deliverable sources, and prerequisites.

Good to know

• Timeline Session Steps can't be moved or copied individually.
• Editors can move Milestones and Steps. Moving a Journey or copying any item requires an Org Admin or Manager role.
• A copy gets a new name that identifies it as a copy.

Confirm the result

Open the destination and confirm the item appears at the end of its new parent. For a copy, also confirm the original remains in place. Resolve any context warnings before publishing the changed content.