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how can I configure items from project with template

Marcel Kleinlütke_gqxyu0

If I create a project by template, there are several items predefined, which is fine (issuetypes, workflow etc all can be changed, which is fine also.)

but how can I define defaults for the list view or the calendar or the Board?
e.g I define a workflow for an epic and another for a task. I open the board and the epic is allways preselected no matter what.
I open the list and there are allways no filters active. I want to define preselections.
Can I define quickfilter for the board? Swimlanes? can I combine two states in one row? Can I define gadgets for the summary view?
....

Accepted answers

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Jack Brickey

Hi @Marcel Kleinlütke ,

yes, after you create the project you can modify things. For example, if you are using a CMP the go to Board settings and choose things like Quick filters, Swimlanes, Columns, etc. if you are using TMP there are similar options to configure. The bottom line is, if an option is configurable, it can be configured, regardless of the template used to create your project.

Kai Becker

Hi @Marcel Kleinlütke

the short answer is no. It is not possible to create presets for these settings.
Also if you set filters and so on, these are active for your account only.

Marcel Kleinlütke_gqxyu0

that is only possible for the Kanban or scrum boards which are only usabel if u create a software kanban or scrum project. Other project templates like marketing campaign project deliver other boards which cannot be configured at all. AND u dont know what is going to be delivered cause there is no documentation about the tempkates att all.. or I am wrong?

Marcel Kleinlütke_gqxyu0

that is was I was hoping not to read

Jack Brickey

Unsure of the detail but here is what I found - what-are-the-project-templates

Marcel Kleinlütke_gqxyu0

yes that is very close but only for the service management projects... I am lokking for those according to software and business

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