The Atlassian Community Forums are currently in read-only mode. We will be relaunching on a new platform on September 22 (read more here). We apologize for the extended downtime. For concerns or questions, please email communitymanagers@atlassian.com. See you on the other side, on the new Atlassian Community Forums! :)

×

Forums

Articles
Create
cancel
Showing results for 
Search instead for 
Did you mean: 

Is there a way to create a "New Board Template to standardize labels, custom fields and automation?

Sarah Huerta
March 6, 2024

When a member of our staff creates a new board for a project, we want there to be consistency with labels, custom fields, and some automation. I'm looking to create a "New Board" template so people don't have to recreate all of these things. I know it's possible for a template to have labels and custom fields, but what about automation? Will automation carry over when someone copies the template board, or does it need to be built all over again?

1 answer

Comments for this post are closed

Community moderators have prevented the ability to post new answers.

0 votes
Tymek Zapała
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Champions.
March 7, 2024

@Sarah Huerta 

Automations (except for the board buttons and card buttons) are set up for all the boards in the workspace, so they will appear in all the newly created boards.

TAGS
AUG Leaders

Atlassian Community Events