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How do I duplicate a workflow I have created to use in newly created projects?

How do I duplicate a workflow I have created to use in newly created projects, the workflow is the same?

 

3 answers

1 accepted

3 votes
Answer accepted
Alex Koxaras Community Leader Nov 09, 2021

Hi @Richard Fish and welcome to the community!

Go to cog > workflows and locate your workflow. Then simply click copy to copy it. This copied workflow will now become inactive and you should associate it with the issue type you want.

If you want however to use the same workflow on a new project with another (or the same issue type), you can do that as well:

  • Go to the project > project settings.
  • Click workflows
  • Add Workflow > add existing
  • From the popup locate the workflow you want to use and click next
  • Choose the issue type to associate it with and then Finish 

My apologies, I do not see workflows option on project settings?

So if I create a template on the cog option not sure how to select it for the project?


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Alex Koxaras Community Leader Nov 09, 2021

@Richard Fish it seems that you are working on a team managed project and not on a company managed project. On TMP you can't copy workflows since they only live within this project. This functionality exists, currently, only on CMP but Atlassian is working on a feature for TMP to be able to share workflows.  

Like Richard Fish likes this

Thank you 

Enter in Jira, on your keyboard press 2 times "g" search box will appear, type workflows -> search your desired workflow, click copy.

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