Is there a way to customize existing Work Management Templates?

[Shan P]

Just wondering if there is a way that I can customize the existing JIRA Work Management templates, so that I can have a predefined set of Tasks and a custom workflow statuses while creating a new JIRA Work Management Project.

So that my team can choose this custom template while creating a project. 

Any information regarding this will be helpful.

[Jack Brickey · Accepted solution]

no this is not possible. However you can create a project from one of the templates and change it however you wish and then you can use that project as a template for a new project. At least for CMP projects.

[Shan P]

Hello Jack,  Thank you for your response.  May I know what is CMP Stands for? 

I was thinking something similar (using Share Project settings option) as an alternate solution, but still I'm not sure whether that will completely work for me.  I'm sure I can have the Workflow and Statuses, Permissions be copied from a Project if I use Share Project settings, but not sure if I can also copy the Tasks/Sub-Tasks from the project?

[Jack Brickey]

sorry...Company Managed Project = CMP vs. Team Managed Project = TMP.

I'm not sure what you mean by your final sentence regarding tasks and subtasks. Any project can have those issue types if so configured.

[Shan P]

Thank you for clarifying.  Sure I know the Issue types can also be copied when I use the Share Project settings options.  What I meant was, is it possible to have a few Pre-defined Tasks/Sub-Tasks copied or auto populated.  Lets say I have a project with a few tasks such as (ex., Planning, Design, Development, Testing … etc.), is it possible to have these copied into a new Project?  Trying to keep some of the Tasks as standard across the projects, so not sure whether this is possible. 

[Jack Brickey]

I would use Automation for this goal I think. you can't clone issues from on project to another when creating the project.

[Shan P]

That's a good idea, I'll look into automation.  Thank you Jack!

[John Funk]

Hi Shan - Welcome to the Atlassian Community!

You cannot modify the template itself so that it always uses your changes. But you can modify the setup after the project is created. 

[Shan P]

Thank you John!  Is there a way we can create a custom template?  I didn't see an option, but just checking to see if there is a way.

[John Funk]

No, you can't create templates at all. You can just create a project and get it all setup as you like, and then create other projects based on that existing project. 

[Pia Pollari]

how could I create other project, which is based on the project I´m creating just now?

I would like to create another project now, when the existing one is still empty.

[John Funk]

You can't create a new project based on another one until that project has been completely created (it can't still be in the process of being created). 

[Pia Pollari]

what means "project has been completely created"?

All the tasks are now created, that I need for the project. But the tasks are not assigned, of there are no comments, or statuses updated.

[John Funk]

Just that the process was completed when you click on Create project