Unable to see my existing projects while creating a new board

[Amulya Sankara]

I have a few projects that I am using, all are team-managed projects. I want to create a new board that combines 1 or more of the existing projects. 

When I go to Create board > Board from an exiting project, it asks me for the board name and the projects. To select the projects, I do not see my existing projects in this dropdown. 

How can I fix this? Is it a permissions issue?

Thanks!

[Trudy Claspill · Accepted solution]

Hello @Amulya Sankara 

To create a new board for a Team Managed project you have to create and save a Filter for that project and then create the board based on a Filter rather than an Existing Project.

There's a couple of articles that discuss this:

https://community.atlassian.com/t5/Jira-Software-articles/Multiple-boards-in-Business-and-Team-Managed-Projects-You-bet/ba-p/1719761

https://community.atlassian.com/t5/Agile-articles/Creating-a-Second-Agile-Board-for-Team-Managed-or-JIra-Work/ba-p/2115018

The Project Selection list that you are referencing will list only Company Managed Software projects.

If you want to combine data from multiple projects, create a filter that does that and base the new board on that filter.

Note that each Team Managed project's configuration is unique to that project, which may impact your board functionality. For instance they may all appear to use the same workflow (example: To Do > In Progress > Done), but in fact the "To Do" status has a unique backend identifier in each Team Managed project. When looking at the mapping of Statuses to Columns for your board you may see multiple Statuses values with identical names. You would need to include all of them in the columns.

@Chris Olsen You said your problem is with a Company Managed project. Is it a Software project, Business project, or Service Management project? Get that information from the Type column on the View All Projects page under the Projects menu. Only Software projects will be available in the selection list when trying to create a board from an existing project.

[Amulya Sankara]

Thanks @Trudy Claspill 

It indeed only shows me the company managed projects in the dropdown. I have created boards using filters but I was looking for having more control over the boards or linking another board to the project board. I will explore company-managed projects for this. 

[Trudy Claspill]

For Team Managed projects there is only one built-in board. You can set the Location of other boards to Team Managed projects. But you can create another board (as described, with a Saved Filter) and then add it to your project using the Shortcuts navigation option.

[Jack Brickey · Accepted solution]

Hi @Amulya Sankara , if you wish to create a board for a JWM project you need to choose your profile in the Location. You cannot add a board directly to a JWM project.

[Amulya Sankara]

Hi, 

I have chosen the location as my profile, which is the only thing available in the location dropdown. In the Projects dropdown, I want to select my existing projects that I created and am using. But these projects are not visible. 

[Amulya Sankara]

Also not sure if it is relevant, but we are using the software development project template and they're all team-managed projects. I also have admin permissions. 

[Chris Olsen]

I am having the same problem in a company managed project - resolved I missed a step in setting up the project

[Jack Brickey]

As Trudy mentions, prior to creating the board, create and save a filter, e.g. project = abc.