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How to create a new project with the exact same schemes as an existing ones?

I am looking for a way to automate this. How can I get this to have the same scheme as one projects and use it as a template across all projects?

 

This will be using JIRA Cloud, and do not want the coding version of how to solve this.

 

Thanks

1 answer

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Answer accepted

Hi @Nicole Ogloza

If you're creating a new Classic project, you can do this to copy the schemes from another project:

  1. Click "Create Project" and select "Classic Project"
  2. Check the box "Share settings with an existing project"
  3. Choose the project to copy the settings from
  4. Continue and create the project

^ The project will now have the same workflow schemes, screen schemes, etc as the one you targeted.

Note this only works for Classic Projects. This is not available for Next-Gen as of yet - but is on the public roadmap as coming in 2020, see "Copy next-gen project configurations and workflows"

Ste

How can this be done in 2021, now that "classic projects" have been renamed as "company-managed"? In the current interface setup, when I create a new project, I am not seeing a box to  "Share settings with an existing project".

Hi @Kyle Mann 

This is still possible, it's just a few steps into the process:

  1. Select Projects > Create Project
  2. Select a template - for example, Kanban
  3. Select the button Use template
  4. Select a company-managed project
  5. On the next screen, Add project details, the box Share settings with an existing project is possible to check

Ste

Thank you Stephen! I wasn't seeing that box when I was looking at this last week.

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