Create project template

Jaime Basco_5zf2pm

HI all,

We have a question about how to create a project template so that when you want to generate a project in the Cloud instance there are some internal creation options as there is Scrum, Kanban, project management, etc..

We are creating flows, screens, etc to assign it to each template.

Do you know if it is possible to create a project template and add it to this part?

Thanks

Walter Buggenhout

Hi @Jaime Basco and welcome to the Community!

In essence, every project can act as a template - as long as it is a company managed project.

When you create a new project, after selecting an existing template and taking some extra steps, you will end up on the screen where you are expected to enter the key and name of your new project. Right there you can choose to share settings with an existing project:

This offers you a list of existing projects. If you use this option, your new project will effectively share (not copy) the issue type, workflow, field, screen, permission and notification schemes of the selected project, which means a change to the configuration of the source project will automatically be applied to all the other projects as well.

What it does not include, is boards or dashboards linked to the source project. Does have to be configured manually, but that is usually not a huge effort.

Hope this helps!