How to create a kanban board using automation?

[Frederik Vindum]

Hi

I am looking to create a kanban board using Jira automation. It seems it cannot be done. Anyone knows anything on the mattert? Thanks.

[Jack Brickey · Accepted solution]

No there is nothing like that. Can you describe your need/use case?

[Frederik Vindum]

Hi - thanks for reaching out.

The use case is this: each January a board is created to hold accounting tasks for the coming year. Accounting completes the same tasks each year such as make budget, control budget in Q1/Q2/Q3/Q4 and make final accounting. So the idea was that an automation job ran on December 31 to create a board 20XX and add the reaccurring taks to it.

[Jack Brickey]

So this seems like an odd approach TBH. What about using an Epic for each year then keeping the same board display swimlanes by epic.

[Tino]

Here is a usecase:

We have a small group of admins. Only this admin-group is allowed to create new projects. So we can make sure that every project has the same specific setup. Thats importatnt for a good aggregation for our management and dircetor level. As an admin team we also want to offer a good "service" to our colleges by creating a good project with all this extras (like automation & default boards) thats why we want to generate automatically this boards. 

[Jack Brickey]

hi @Tino , I don't quite follow. If your goal is to create a board that has a consistent look and feel then consider creating a 'template' and using the copy board feature then updating the filter to reflect the desired data. Of course when creating a new project you do get default boards but they might not be what you ultimately desire.

regardless, Automation does not provide this capability. IMO, it would be challenging to implement a useful solution for this as you would need to present quite a lot of variables that need to be specified in the rule: board name, general filter to use, columns and status mapping, quick filters, swimlanes, estimation, etc. I guess a solution that automates the Copy board command might help?

[Fabio Racobaldo _Herzum_]

Boards are just a representation of tickets per statuses so we need to figure out what you mean for "automation within a board"