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creating a new project, and copying an existing board (the columns/structure)

john enos I'm New Here Tuesday

hi - i'm new to jira.  can't figure out how to take a board and use it on multiple other projects.  basically, we want to create a finite set of kanban board layouts, based on our small set of different project types, and use these as templates.  Then, when we create a new project, we would like to select from one of ~ 3 or 4 existing board templates.  Can't seem to figure it out and would appreciate any help.

 

thanks

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Marianne Miller Community Leader Tuesday

You may have to check your permissions for this, but if you have project administrator rights, you should be able to do this:

From the board that you have configured, you will click on the "board" dropdown in the top right and select Copy.

You will get a new board Copy of Original board, which you can rename.

on the general tab  of the new board, you will need to update a few sections

1.  the filter for the current project

2. Under Shares, click, edit filter shares

     Add Viewers/Editors dropdown, Choose project and then click your new project.

    Save

There are a few other options you can change if you need any customization, but that should allow you to use a standard board on multiple projects.

john enos I'm New Here Tuesday

thanks much

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