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Share settings of an existing Kanban Board from an existing project

anna.burger@twofour.de
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September 1, 2021

When creating a new project with settings from an existing projects we also want to create a blanc Kanban board (without issues) immediately in this project.
This Kanban board should then show the issues of the new project.

F.e. we create a project with the name "Project 1" using the option to share settings with an existing project called "Pattern".
(The project "Pattern" has all the settings we need according to workflows, permissions and so on and also our pattern Kanban Board with all the columns and assigned status we need)

So we will get a project called "Project 1" with all the settings from "Pattern" according to workflows, permissions and so on. But there is no blanc Kanban Board.
--> The goal is to also be able to copy the settings for the Kanban Board and create it in the new project.

1 answer

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Trudy Claspill
Community Champion
September 1, 2021

Hello anna.burger@twofour.de 

You cannot do that with the native functionality for creating a Company Managed project.

Company Managed projects can have multiple boards associated to them, so there is no way for the native project creation functionality to know which board would need to be copied.

There might be a third party app in the Marketplace that would provide this functionality. 

anna.burger@twofour.de
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September 6, 2021

Thank you for the fast answer @Trudy Claspill :) 

I will search for such a third party app in the Marketplace further on.

So far I did not find anything helpful.

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