Jira - Board Creation

[Youmna Alomari]

Hi,

We have a project template that we use and share settings with each time we create a new Jira project for a client. However, every time we create a new project, we need to manually create a Kanban board within it.

Is there a way to automate the board creation step as part of the Jira project setup?

[Gor Greyan · Accepted solution]

Hi @Youmna Alomari ,
Thanks for the great question.

As I did research, Jira can't auto-create a Kanban board when creating a new Jira project.
Boards are tied to filters, and those filters are typically specific to a project.

[Youmna Alomari]

Thank you @Gor Greyan 

[John Funk · Accepted solution]

Hi Youmna,

Unfortunately, the board is not created when you create a project based on an existing project. However, you can copy the board used by the "Template" project and simply change out the filter used by the board. Yes, it's a few extra steps, but it should work for you. 

[Youmna Alomari]

Yes, that is what we are doing now. I thought there might be a way to automate this process when we create a new project based on the template we use.


Thanks for confirming. 

[Thorsten Letschert _Decadis AG_ · Accepted solution]

Hey @Youmna Alomari ,

As far as I know, the only projects that come with a Kanban Board out of the box are the ones being created using the Kanban Template.

You should also be able to create boards via the API (see https://developer.atlassian.com/cloud/jira/software/rest/api-group-board/#api-rest-agile-1-0-board-post), but I'm not sure whether this really speeds up your problem.

Regards,
Thorsten

[Youmna Alomari]

Thank you @Thorsten Letschert _Decadis AG_ 

[Lukas Nicolai_Seibert]

Hi @Youmna Alomari ☺️ If you're open to using a third-party app, I think templating.app could work very well for you.

• Create project templates for company-managed projects
• Add a board from a board template

Then, you can create a project and a board within the project in just a few clicks.

You can find us at the Atlassian Marketplace: ➡️ https://marketplace.atlassian.com/apps/1224664?tab=overview&hosting=cloud

Here's how this could look:

[Youmna Alomari]

Thank you. We are all set now, but I will keep you in mind for the future.

[Luka Hummel - codefortynine]

Hello @Youmna Alomari 👋

If you are willing to use a third party app, you can skip the manual step to create a Kanban board entirely by cloning your template project with the Project Clone feature in our Deep Clone for Jira app.

1. Configure Deep Clone's Advanced Project Clone feature.

2. Open Apps > Deep Clone  →  choose Project Clone.

3. Select your template project as the Source project, enter the new project name/key.

4. Click Clone project. Deep Clone will create the new project, copy all shared-configuration objects and recreate the Kanban board in one go.

5. You can continue cloning template issues (if any exist).

[Youmna Alomari]

Thank you! We are all set now, but I will keep you in mind for the future.