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How to create a custom template project

Angelica Hernandez_w41ook

Hi all,

We are using Jira software, Next generation projects. The issue is that we have projects with the same tasks, I want to create a template to avoid the creation of tasks and workflows, fields and screens, for each project.

I really appreciate your comments, because I have at least 40 projects to create. Regards.

Accepted answers

John Funk

Hi Angelica,

The nature and purpose of Team-managed (formerly Next-gen) projects is that they are independent of all other projects. So what you are hoping for cannot be done with Team-managed projects.

You will need to use Company-managed projects.

Trudy Claspill

Hello @Angelica Hernandez

The fundamental concept of Team Managed (next gen) projects is that each project configuration is independent of every other project configuration. There is currently not a way to create a template for a Team Managed project.

If you want projects to share configurations, such as workflows, screens, and fields, you should use Company Managed projects instead. With Company Managed projects the JIRA Administrators create "schemes" that define the workflow, screens, fields, and so on. These schemes can be shared among Company Managed projects. When the schemes are updated by JIRA Administrators, all projects that use the schemes immediately receive the updates. When a JIRA Administrator creates a new Company Managed project, they can choose to create that project selecting "Share settings with an existing project", which will pick up the configuration of the existing project they specify.

You said you also want the same "tasks" in the projects. Do you mean actually tasks that describe work to be done, or do you mean types of tasks (i.e. stories, bugs, tasks, epics)? if the latter, the types of tasks/issues available in a Company Managed project is another one of the schemes that can be shared. If you are talking about individual issues that describe work to be done, copying the actual issues is not part of the native project creation process, but there are other ways to copy issues between projects.

There are a variety of resources that talk about the differences between Team Managed and Company Managed projects. If you have not already reviewed those, here is one of them:

https://support.atlassian.com/jira-software-cloud/docs/learn-the-basics-of-team-managed-projects/

You may want to reconsider your decision to use Team Managed projects.

All comments

John Funk

Hi Angelica,

The nature and purpose of Team-managed (formerly Next-gen) projects is that they are independent of all other projects. So what you are hoping for cannot be done with Team-managed projects.

You will need to use Company-managed projects.

Angelica Hernandez_w41ook

Hi @John Funk Thanks for your quick response.

Ok, I think I can change the type of project. Where I can see the steps to create the template for a Company-managed project,?

Thanks in advance.

Regards

Trudy Claspill

Hello @Angelica Hernandez

There are a variety of resources that talk about the differences between Team Managed and Company Managed projects. If you have not already reviewed those, here is one of them:

https://support.atlassian.com/jira-software-cloud/docs/learn-the-basics-of-team-managed-projects/

You may want to reconsider your decision to use Team Managed projects.

John Funk

You can't change a project type, you have to just create a new project.

So, first, create the project with all of the schemes that you want. And maybe even label it as a "template" project as such.

Then when you create future projects, have them based on an existing project and select your "Template" project.

This will not create tasks - but you can do that with automation.

Angelica Hernandez_w41ook

@Trudy P Claspill Thank you very much for you assistance. I will apply your suggestions.

Kind regards,

Barbara Kugler

Hi @John Funk

I'm also looking into a solution to build a project template. I don't want to clone issues, but I want to have all settings (issuetypes, workflows, schemes...) that I set up already in that template.

Like mentioned in other threads I created a company-managed project and have all settings up and running in that project. Now I want to create a new project based on that. But I can't find the functionality. Can you please advice?

Thanks

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