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Server 7.2 to Cloud and a defaults question

Deleted user December 11, 2018

My company is moving from server-based version 7.2 to cloud-based b32a154a (and that’s a confusing version number). 

 

We have a test cloud instance created with our various add-ons (minus nFeed) and existing projects and configurations were migrated to it.  One of my first tests was to create a project.  In the existing 7.2 environment, I’m asked what type of project (software or business), and then offered three options under each with different workflows.

 

To my surprise, it didn’t ask me for the project type.  Instead, it defaulted to Software and then defaulted everything (such as workflows, screens and schemes) as well as created unnecessary Kanban boards, which I will now have to disconnect/remove.

 

I searched, but didn’t see an option to change the project defaults or stop it from creating unnecessary items.  Is that an option?  If so, can anyone give me a documentation link since I can't seem to find it?  Thank you!

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Brant Schroeder
Community Champion
December 11, 2018

Robin,

 When you create a classic project in the cloud you should have an option to change the template (See images below).   You should be able to adjust what is created here.  

Create Project.PNG

Deleted user December 11, 2018

Thank you, Brant.  I thought that was a template only for Kanban, as it wasn't under the "Create Project" side of the screen.

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