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Difficulty creating project with workflow from existing project

Gary Kuhlman

Hi all,

Apologies if this is JIRA 101, but I've been struggling with this for the better half of the day.

I am attempting to create a new software project that has the same workflow from an existing project that I inherited as QA from a previous JIRA admin.

The existing project had the statuses of "open, in progress, ready for testing, testing in progress, resolved, reopened, closed"

My attempts of recreating a new project limited me to 3 statuses; "To Do, "In Progress", Done."

Is there way to create a new project/board that is a direct copy of an existing project/board/workflow and it's exact settings, statues, workflows, and related transactions? It seems like an easy task but I've spent hours and keep running into dead ends.

Thanks in advance.

Accepted answers

Trudy Claspill

Hello @Gary Kuhlman

Is the original project a Team Managed project or a Company Managed project? It will say which it is in the bottom of the navigation pane on the left.

If it is a Team managed project, there is no way to create a new project that immediately has all the same settings as the original project. The intent of Team managed projects is that they all operate autonomously by teams that want to have their own customizations. They are not designed to share such customizations.

If the original project is a Company managed project, then yes, you can create a new project that shares the configuration (workflows, screens, fields, notifications, permissions) as the original project, but you have to manually set up the configuration for a board for the new project.

If the original project is a Company Managed project, then a Jira Administrator can create a new Company Managed project and select the "Share settings with an existing project" option, and then specify the original project. The new project will then be created to share the settings I mentioned above. Note that if the Jira Administrators then change the settings, both projects will be affected.

Screen Shot 2021-06-28 at 5.45.18 PM.png

All comments

Jack Brickey_h10pa4

Gary,

ultimately it seems you want to create a Jira software project using an existing project as a template. The challenge here, for me, is that there has been sweeping changes to the create project UI and my direct experience with this new UI is nonexistent. With that said, based upon what I observe, here is what I suggest…

click on create project
select software development
select Kanban or scrum
Select Company Managed Project

from here you hopefully will be guided to select an existing project. Unfortunately I can’t execute step 4 on my iPad as I can’t scroll to the button to create a CMP.

Gary Kuhlman

Thanks for the suggestion Jack. The sweeping changes to the create project UI (and JIRA in general) is I think the pain point here.

I guess I was hopeful there was some option to simply make an exact copy of a project/board/settings and use as a template but I can't seem to uncover it. And googling brings up many results from 2013/etc which was radically different and no longer work.

I'll keep tinkering but also keep an eye on this thread on the offchance there is a big shiny button I am missing that accomplishes this.

Trudy Claspill

Hello @Gary Kuhlman

Is the original project a Team Managed project or a Company Managed project? It will say which it is in the bottom of the navigation pane on the left.

Screen Shot 2021-06-28 at 5.45.18 PM.png

Jack Brickey_h10pa4

Yes but getting there seems to be the trick in the recent changes. At least in my instance. I’m going to need to spend some time with new UI just to reeducate myself.

Jack Brickey_h10pa4

Here is an article that references what aspects of the existing project will carryover to the new project. create-a-new-project

Trudy Claspill

There is no other way built-in to Jira to create a "template" project. You might be able to find a third party app that would add such a feature.

Trudy Claspill

Yes, I concur. I wasn't going to go into explaining the steps until getting confirmation that the thread was about Company managed projects.

Gary Kuhlman

Thank you @Trudy Claspill I did find this and attempt it. However when creating a test sprint in the subsequent release, I only had 3 options of statuses for issues. Digging into the workflow for my "new" project (which shared settings with the existing one), it was not the same and any attempts to modify the workflow were blocked because "I can only modify a copy of the workflow."

Really appreciate the advice - I'm going to take all feedback from this thread tomorow with a fresh brain and try again from scratch.

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