Copying work items to new spaces

[jrmorrison]

I'm new to Jira, so please forgive me if this question has been covered elsewhere. 

I have a set of work items that are pretty standard across the various projects we have. I'd ideally like to create a sort of "dummy" space that has all of the typical work items (without assignees, comments, attachments, etc.) that I can then bulk copy over to a new space as needed. I suppose it's kind of like duplicating a space. What's the easiest/most efficient approach to accomplish this? 

I'm the account admin of our premium account, if that matters. 

Thanks!!

[Rohit Utukuri]

Hi @jrmorrison ,

There are few options:
1. Automations with a manual trigger which can create those work items in a space. The automation can be pre-configured with the specific work items you would like to create. 

Some useful links for automation - https://support.atlassian.com/cloud-automation/docs/jira-cloud-automation/
https://support.atlassian.com/cloud-automation/docs/test-a-jira-automation-rule-using-the-manual-trigger/

2. Clone function to duplicate the work items, if needed you could move them to other spaces using "Move" function. 

3. Import the work items using CSV import into spaces. 

[jrmorrison]

Thanks for these suggestions! I estimate there are about 30 work items that I'd want to copy over. I wonder if the CSV import might be the quickest or most straightforward approach.

[Mohamed Benziane]

If you need to make this copy several times, go for the automation solution. If not, yes the csv should do the trick easily.

[jrmorrison]

@Mohamed Benziane over the next two weeks, I do need to copy several times (maybe 50?). After that, though, it'll be as a new project (space) comes through. 

[Mohamed Benziane]

I think that the csv import should be the easiest option. You can import up to 1000 work item using the csv, and you can create work item in several space from one csv.

[Clara Belin-Brosseau_Elements]

Hi @jrmorrison

If you're open to use a third-party app, I can suggest trying our app Elements Copy & Sync. 

It will allow you to bulk clone your template work items in any project you'd like. 

Here are the steps you should follow (it only takes a few minutes to set up):

• Create a project template with the recurring work items you want to clone
• Install the app on your instance
• Create a new recipe "Copy and synchronize Jira work items"
• Set the source and target projects
• Define which fields should be copied in the "Content" section

 

You can then decide to either trigger the recipe manually or via Automation or a Post-function.

Don't hesitate to try the app (it's free during 30 days and stays free under 10 users).

[Katrina Lieber]

Hi jrmorrison, great question. I agree, CSV import is a great way to import frequently recurring tasks to a Jira project space.

Here's a step by step video on how to set up and import your csv file: https://youtu.be/tTy7x_uRyBk

Hope it helps!