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Change company managed project with kanban board into scrum

Hi, I would like to ask how to convert company managed project with a kanban template into project with a scrum template where we could add sprints.

I'm a beginner site admin and I've tried to first do this on test project to be sure all the history of the project won't be lost ;)

I tried to add a new board from an existing project 'TEST' , picked scrum option (printscreen 1) set the project 'TEST' with issues in progress and an error occurred.

1. Do you know what might be the issue? Is it due the company managed project type? Do I need an organization admin to grant me the proper permission in this case?

2. Is there any other way that you advise to follow to convert a company managed project with a kanban template to the one with a scrum template? 

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1 answer

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The templates only matter during project creation.  Once you have created the projects, the templates have no further effect, and you can reconfigure projects any way you want.  There is no "convert" really.

But to "convert" from Kanban to Scrum, the minimum changes you would need to do are:

  • Make sure there is a numeric field you can use for the Scrum estimates on Issue-level issue types (not sub-tasks - that won't work, but that's a story for another time).  Story points, time-tracking, any number really (but start with Story points as that's where Scrum guides start)
  • Create a new Scrum board that looks at the project (probably based just on "Project = X order by rank")
  • You might find there are some oddities in fields or the workflow isn't quite right, but those aren't directly "making it scrum", the board and estimate are the important bit

So, you've pretty much done the right thing already, but run into the share permissions.  Your assumption there is also nearly right - you need an admin to grant you the global permission to "create shared objects" (not a project permission, the global one)

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