Workflow

[Deleted user]

Se puede crear un workflow y guardar toda la configuración para poderlo usar posteriormente como plantilla en otros proyectos?

[Angélica Luz · Accepted solution]

Hello @[deleted],

Thank you for reaching out to Atlassian Community!

To use the same workflow on another project, you can create a project with a shared configuration as Brant mentioned that will share not only the workflow but also issue types, screens, fields. 

• Create a new project

In case you need only to use the same workflow, you can go to Cog icon > Issues > Workflows and click on “Copy” for the desired workflow, and then go to the Project settings > Workflows > Add workflow > Add existing > Select the workflow > Next > Select the Issue type > Finish. 

The option above it’s only if you don’t want them to be shared between projects. In case you need that, once the workflow is updated it applies to all projects, then you don’t need to copy, just go to Project settings > Workflows and follow the steps to associate the workflow to the issue type.

As Brant also mentioned, it’s only possible to do this on Classic projects.

Next-gen is independent of other projects so it will not be possible to do that. There are feature requests suggesting improvements for that:

• Ability to clone next-gen projects
• 'Share settings with an existing project' is not applicable for new next-gen project

Hope this helps!

Kind regards,
Angélica

[Deleted user]

Hola @Angélica Luz muchas gracias por tu respuesta, me ayudó muchísimo. 

Saludos.

[Brant Schroeder · Accepted solution]

@[deleted] 

Welcome to the community.  Yes you can save a workflow in one project and use it in others as a template.  I would suggest building out a project with all the settings that you want and calling it project template.  You can do this with classic projects and then click the share settings with and existing project when you create it.  

[Deleted user]

Muchas gracias por tu ayuda y consejos @Brant Schroeder, son de mucha utilidad. 

Saludos.