We are using Jira software, Next generation projects. The issue is that we have projects with the same tasks, I want to create a template to avoid the creation of tasks and workflows, fields and screens, for each project.
I really appreciate your comments, because I have at least 40 projects to create. Regards.
The nature and purpose of Team-managed (formerly Next-gen) projects is that they are independent of all other projects. So what you are hoping for cannot be done with Team-managed projects.
You will need to use Company-managed projects.
You can't change a project type, you have to just create a new project.
So, first, create the project with all of the schemes that you want. And maybe even label it as a "template" project as such.
Then when you create future projects, have them based on an existing project and select your "Template" project.
This will not create tasks - but you can do that with automation.
Hi @John Funk
I'm also looking into a solution to build a project template. I don't want to clone issues, but I want to have all settings (issuetypes, workflows, schemes...) that I set up already in that template.
Like mentioned in other threads I created a company-managed project and have all settings up and running in that project. Now I want to create a new project based on that. But I can't find the functionality. Can you please advice?
Click on Projects and select Create Project
Click on Jira Software on the bottom left
Choose Kanban or Scrum
Click on Use Template button
Click on button for Select a Company-managed Project
Put in a Name and Key for the new project
Check the box for Share settings with an existing project
Select the project that you originally created.
Click the Create button and you should be good to go!
Hi @John Funk ,
thanks for the answer, but when I use this function I get all the issues that I create in the new projects duplicated to the template project. But I just want to use it as an empty project template.
Is there a way that new issues in other projects (that share settings) are not duplicated in my template project?
Hello @Angelica Hernandez
The fundamental concept of Team Managed (next gen) projects is that each project configuration is independent of every other project configuration. There is currently not a way to create a template for a Team Managed project.
If you want projects to share configurations, such as workflows, screens, and fields, you should use Company Managed projects instead. With Company Managed projects the JIRA Administrators create "schemes" that define the workflow, screens, fields, and so on. These schemes can be shared among Company Managed projects. When the schemes are updated by JIRA Administrators, all projects that use the schemes immediately receive the updates. When a JIRA Administrator creates a new Company Managed project, they can choose to create that project selecting "Share settings with an existing project", which will pick up the configuration of the existing project they specify.
You said you also want the same "tasks" in the projects. Do you mean actually tasks that describe work to be done, or do you mean types of tasks (i.e. stories, bugs, tasks, epics)? if the latter, the types of tasks/issues available in a Company Managed project is another one of the schemes that can be shared. If you are talking about individual issues that describe work to be done, copying the actual issues is not part of the native project creation process, but there are other ways to copy issues between projects.
There are a variety of resources that talk about the differences between Team Managed and Company Managed projects. If you have not already reviewed those, here is one of them:
You may want to reconsider your decision to use Team Managed projects.
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