How can I duplicate a project with the same tasks outside of manually importing tasks?

Trevor Overstreet

For our client onboarding process we have an employee who has a set list of tasks to complete for every client. The tasks are generally the same for every client.

I need an easy way to duplicate a project board with tasks for every new client this employee onboards.

Ideally, it would be nice to have a parent project for this employee and sub projects under the parent with the same tasks for each client so we don't have 50+ new projects created in 6 months, etc. If this is possible I also need SLA's for each client that is onboarded.

Any advice is appreciated! Thank you!

Mark Segall

Hi @Trevor Overstreet - If you have repeatable steps that occur for each client, then yes a single project makes sense.  It eliminates a lot of overhead in having to create and archive projects over time.

You can go about this a few ways, but to better understand which is the best approach, can you provide a little more information on a couple things?

• How many repeatable tasks are we talking about?  If it's a relatively small number, this can likely be achieved with automation
• Are these tasks also broken into sub-tasks?
• For SLAs, are you looking for actual SLA tracking or simply pre-populating a Due Date based upon date created? If the former, Jira Service Management makes sense, if not, you could save some licensing and go with a simple Work Management project.