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How do I share settings with an existing project when creating a board?

Edited

If I select "Create Board > Create a Scrum Board > Board created with new Software project > Next", there isn't a checkbox option to "Share settings with an existing project". Why is that? Or am I missing a step somewhere?

Super annoying because not sharing settings creates a bunch of redundant settings that I need to delete after I've manually shared them all with this newly created project (Issue type scheme, Workflow scheme, Workflow, Screen Schemes, Screen).

And just to clarify: I am aware that checkbox is visible when you create a project in other flows. I'm just asking about the specific flow of creating a project by creating a board first.

3 answers

1 accepted

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Answer accepted

@Trevor I don't think you are going to be able to do what you want.  That feature is simply not baked into Jira.

You may want to consider submitting a feature request to Atlassian or searching to see if someone already requested this and seeing if it ever gained any traction.

Additionally, if I'm not mistaken, only site/jira admins will be create company-managed projects.  So, you may just need to train a small subset of "users" to create the projects the right way which is to create the project first and then create/add the board.  

2 votes
John M Funk Community Leader Jun 07, 2022

Hi Trevor,

Your best bet is probably to copy the board used by the project you want to copy the "settings" from. But as a note, there are no schemes associated to a board. Schemes are associated with a project only. 

I'm not asking about sharing settings between boards. My question is related to when I create a new board that also creates a new software project (using the flow described above), how do make it so that new software project shares settings with an existing project.

John M Funk Community Leader Jun 10, 2022

Boards are separate objects and are dependent on a filter existing to identify the projects the board will pull issues from. 

It is not possible to create a project on the fly anywhere in Jira. Create your project first, and then the board. 

I agree with all that. Here is a screen recording of the flow I'm talking about:

https://drive.google.com/file/d/1VQKTFAI46p8MN8e7T93Jt9EN0QJQC4t2/view?usp=sharing

Screen Shot 2022-06-10 at 8.52.25 AM.png

As you can see, there is no checkbox in this dialog (which creates a project) to share settings with an existing project. Frustrating! Cause it creates a bunch of redundant schemes that I don't want.

BUT, when you create projects from the other flow that I assume most are familiar with (/jira/projects) you get this screen which has a handy checkbox for sharing settings with an existing project:

Screen Shot 2022-06-10 at 8.50.26 AM.png

Does that make more sense?

Like John M Funk likes this
John M Funk Community Leader Jun 10, 2022

Yes, understood. But if you want to create it based on an existing project, you should go through the create a project process and not the board process. 

Like Alex Ortiz likes this

Why though? Seems kinda dumb not to have a unified project creation process. We'll basically have to train our team to avoid creating a project via the board process because it's limited and creates unexpected bloat on the admin side (ie extra schemes). Wish they'd just have the same options to avoid this type of issue.

John M Funk Community Leader Jun 10, 2022

Well, for me it is less logical to start the process of creating a project by going to create a board first since you can have multiple boards per project. I wouldn't have thought to train people to go that route first instead of going through the normal create a project route. But that's just me. 

Yeah I totally agree. I'm not saying we're training them to go that route. More so just saying that "users will be users" so if the UI's there they might use it, and I'd rather at least provide that option to share settings there too instead of forcing new projects created via that flow to always have their own settings.

TBH, I'd prefer not to even allow users to create projects via that flow if it isn't going to be a unified UI. It just confuses things.

Like John M Funk likes this
0 votes

Boards are not projects, there's no settings to share.

I'm not asking about sharing settings between boards. My question is related to when I create a new board that also creates a new software project (using the flow described above), how do make it so that new software project shares settings with an existing project.

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