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How do I share settings with an existing project when creating a board?

Trevor_zoxiqn

If I select "Create Board > Create a Scrum Board > Board created with new Software project > Next", there isn't a checkbox option to "Share settings with an existing project". Why is that? Or am I missing a step somewhere?

Super annoying because not sharing settings creates a bunch of redundant settings that I need to delete after I've manually shared them all with this newly created project (Issue type scheme, Workflow scheme, Workflow, Screen Schemes, Screen).

And just to clarify: I am aware that checkbox is visible when you create a project in other flows. I'm just asking about the specific flow of creating a project by creating a board first.

Accepted answers

Alex Ortiz

@Trevor I don't think you are going to be able to do what you want. That feature is simply not baked into Jira.

You may want to consider submitting a feature request to Atlassian or searching to see if someone already requested this and seeing if it ever gained any traction.

Additionally, if I'm not mistaken, only site/jira admins will be create company-managed projects. So, you may just need to train a small subset of "users" to create the projects the right way which is to create the project first and then create/add the board.

All comments

Nic Brough -Adaptavist-

Boards are not projects, there's no settings to share.

John Funk

Hi Trevor,

Your best bet is probably to copy the board used by the project you want to copy the "settings" from. But as a note, there are no schemes associated to a board. Schemes are associated with a project only.

Trevor_zoxiqn

I'm not asking about sharing settings between boards. My question is related to when I create a new board that also creates a new software project (using the flow described above), how do make it so that new software project shares settings with an existing project.

Trevor_zoxiqn

I'm not asking about sharing settings between boards. My question is related to when I create a new board that also creates a new software project (using the flow described above), how do make it so that new software project shares settings with an existing project.

John Funk

Boards are separate objects and are dependent on a filter existing to identify the projects the board will pull issues from.

It is not possible to create a project on the fly anywhere in Jira. Create your project first, and then the board.

Trevor_zoxiqn

I agree with all that. Here is a screen recording of the flow I'm talking about:

https://drive.google.com/file/d/1VQKTFAI46p8MN8e7T93Jt9EN0QJQC4t2/view?usp=sharing

Screen Shot 2022-06-10 at 8.52.25 AM.png

As you can see, there is no checkbox in this dialog (which creates a project) to share settings with an existing project. Frustrating! Cause it creates a bunch of redundant schemes that I don't want.

BUT, when you create projects from the other flow that I assume most are familiar with (/jira/projects) you get this screen which has a handy checkbox for sharing settings with an existing project:

Screen Shot 2022-06-10 at 8.50.26 AM.png

Does that make more sense?

Alex Ortiz

@Trevor I don't think you are going to be able to do what you want. That feature is simply not baked into Jira.

You may want to consider submitting a feature request to Atlassian or searching to see if someone already requested this and seeing if it ever gained any traction.

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