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Custom Jira Project template; How to clone board from "Create New Project" window?

mhulse
Contributor
January 22, 2016

Hi all,

We have JIRA cloud solution. Not sure what version it is.

Yesterday, I created a customized project with all the settings, fields, screens, permissions, Kanban board, etc., and saved the project as "MY COMPANY PROJECT TEMPLATE" (for example).

Now, I would like all new projects to use everything about this template.

Question #1:

Is it possible for me to have my custom project "template" show within the "Create Project" modal window?

Screenshot 2016-01-22 09.02.45.png

Question #2:

When I use the "Create with shared configuration", see screenshot above, I am able to choose my "template" project to use for my new project, but unfortunately, this technique does not copy the kanban board settings. sad

What is the best way to include my Kanban board settings from another project (i.e., my project "template")?

Question #3:

Is it possible for me to create an option similar to the "Kanban software development" (as seen above) that will create a project and a Kanban board all in one fell swoop?

Honestly, I just want to click a button and have it create a project, with a board included (like Kanban option in above screenshot) and start working.

Optimally, I'd like to not have a project "template" lingering around just so we can use it as a default starting point.

---

Hopefully that all makes sense. Please let me know if I can clarify any of my questions. Thanks a bunch in advance!

1 answer

0 votes
Jobin Kuruvilla [Adaptavist]
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March 11, 2015

You will need a plugin like Tempo to do this. JIRA doesn't have any gadgets for this yet.

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