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Is there a way to copy an advanced Roadmap Plan? Implementation tasks are same project to project.

Is there a way to copy an advanced Roadmap Plan? Our implementation tasks are same project to project for many customers so we don't want to have to recreate tasks and parent child task hierarchy from project to project.  In other words we want to maybe used one of the Project plans and use as a template from project to project.

3 answers

2 accepted

6 votes
Answer accepted

I would like to vote on getting this into Atlassian's roadmap. It would save so much time when configurations are the same and just issue sources need to change. 

2 votes
Answer accepted

Hi @Jeanne Higgins 

No. There is a no way to copy a plan. However you can recreate tasks with relevant links. The hierarchy is based on issue links, parent id or sub-tasks. You can prepare a csv and import it in your Jira instance. Then create a plan based on those newly imported issues. For importing csv import with links or parent id take a look at this page.

I hope it helps.

Ravo

I would personally argue the workaround is not great. It is probably not a big effort for this to be added as a feature - Clone a Roadmap Plan so you do not have to start from scratch. Voted to add it.

Welcome to the community, @Cristina Has.

I am Marlene from codefortynine.

If you have Deep Clone for Jira installed to your instance, you could also bulk clone the issue hierarchies with the Epic/Tree Clone feature or the Bulk Clone feature.

Bulk Cloning with Deep Clone is pretty easy and can be done by any Jira user.

Hi @Jeanne Higgins

I don't think there is an easy way at this moment. I agree that it could be a standard feature, but looking at standard clone feature in Jira, which can't clone child issues, I don't think it is likely to be released any time soon. There are some apps on marketplace that can clone entire hierarchies of issues including those added via Advanced Roadmaps.

If you are open to use an app you can search for it using this query.

I am the product owner of Issue Templates for Jira, which allows you do it in a few steps. All you need to do is create a templates repository (project), where you create your template plan. If your plan starts with legend, initiative or any other issue, you can copy it form the template, and the app will create all its children and linked issues. It is easier to show than to explain, therefore please take a look at the short tutorial on youtube showing how to do it step by step.
Kind regards,
Maciej

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