How do I copy an existing board and set it up so it doesn't affect the original board?

[Sarah Hughes]

I have copied an existing board for a new project and changed the filter so that it reflects the new project. However, this then affects the board for the existing project and deletes the issues that should be in the original board. I'm not sure what I'm doing wrong!

[Nic Brough -Adaptavist- · Accepted solution]

Boards do not contain separate issues.  They are a view of a selection of issues.  If you do something to an issue via one board, it's going to be shown on all the other boards that display that issue, because there is only one issue behind the boards.

Have a look at the two board's filters - the easiest solution is probably going to be to make them exclusive.  So if the original board filter says something like "Project in (ABC, DEF, GHI)", then change that to "Project in (ABC, DEF)" and the filter in the copied board to "Project = GHI").

That will make the boards be looking at totally separate lists of issues, so changes on one board won't affect the other.

[John RB]

Hey Nic Brough, Once again, I was searching the web for answers on a Jira challenge, which in this instance, took me here, and once again, I found your name with great input, and so I just wanted to take an opportunity to say thank you for all the solid guidance you have posted on this and so many topics.  Sincerely!

[Bastian Stehmann · Accepted solution]

Hi @Sarah Hughes,

you probably used the same saved filter in both boards, so if you change the query, it is being changed in both boards.

Try to change to query and save it as a new filter. Use this filter for your new board and the other board should not be affected by that changes.

[Sarah Hughes]

Yes it's definitely something to do with the filters but I'm still having problems!

Let's call the new project B and the old project A. The saved filter for project A is now saying it's a filter for the project B board, but is based on a filter query for project A so is pulling through the correct issues.

When I then look at project B, the title of the filter is correct but it's based on a filter query for project A so is pulling through the wrong issues. If I change it to be based on project B, it then shows the right issues but when I go back to project A, that is then showing the wrong issues. 

The problem seems to be that I can't change the 'Saved Filter'?

[Delane Zahoruiko]

I have had the same issue. Say you have one project with multiple boards and want to use separate filters for each board. How do you do this? Every time one filter changes on one board, it produces the same filter on all the other boards. 

Filters are necessary. In the instance of a kanban board, I would go to board settings, general and filter, and look for the Kanban board sub-filter field. Update this the with logic to only include the issues you want based on some field.

[Sarah Hughes]

I've sorted it! I've figured out how to add a new filter and changed so that the projects are using the right filters.

Thanks for your help :)

[Thi Hoang Thuy Nguyen]

Hi Sarah, 

Would you mind explaining how you sort it out ? I have the same issue!

Thanks!

[Nic Brough -Adaptavist-]

She changed the filters behind the boards so they did not include the same issues.

[Thi Hoang Thuy Nguyen]

Hi Nic, 

Thanks for the fast answer! 

I managed to create new filters as well, but it really is not the most intuitive thing to find out..

[Nic Brough -Adaptavist-]

I'd agree, but it's because people think of boards as containers for issues, which is wrong.  They're views of issues you choose to include (by using a filter).  Once you start to think of them as views instead of containers, it becomes intuitive.

[Thi Hoang Thuy Nguyen]

Absolutely, I made that mistake too, and thanks to your first answer to Sarah I understood better how to set up the boards and filters. Thanks!

[Deleted user]

I FINALLY figured this out.  Once you create the new filter for your copied project, navigate to Board Settings > General > Saved Filter, then hover to reveal the PEN icon. Click the icon and associate the new filter you've created by name.  Super NOT intuitive.  :-|

[Nic Brough -Adaptavist-]

It's hard to say from your description, I don't think you have quite grasped that Board A and Board B can and should have different filters that look at different projects.  I think you'll need to explain further as to why you have not changed the filter on a board when you want it to look at different issues?

[Michelle Escalante]

Thank you Thomas Duckett for saying exactly where to look!  I thought I was losing my mind. 

Finally looked at the SAVED FILTER name in Board Settings > General > Saved Filter - and realized I had 3 different boards all using the exact same SAVED FILTER.  

To fix I went to Issues > Search Issues ... and wrote a new query then clicked "save as" and added a gave that search a new SAVED FILTER NAME. 

Next go to the board you want to change the filter on.  go to Board Settings > General > Saved Filter ... and hover over the SAVED FILTER name.  Click the Pen Icon for the drop down list and select the filter you just created.

whew!

[Sarah Hughes]

Thanks for your suggestions - yes it's definitely something to do with the filters but I'm still having problems!

Let's call the new project B and the old project A. The saved filter for project A is now saying it's a filter for the project B board, but is based on a filter query for project A so is pulling through the correct issues.

When I then look at project B, the title of the filter is correct but it's based on a filter query for project A so is pulling through the wrong issues. If I change it to be based on project B, it then shows the right issues but when I go back to project A, that is then showing the wrong issues. 

The problem seems to be that I can't change the 'Saved Filter'?