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Any way to setup a board to track monthly tasks and then reset it?


I'm trying to find a way that I can setup some boards, cards, etc in a certain way and take a snapshot of it.  Then each month I can go through the various things to track my duties.  At the start of the next month, I need a way to reset everything back to how it was so I can start over and track the next month's worth of stuff.

Is there any way to do this?


1 answer

0 votes
Mutya A
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
Oct 18, 2023

Hi MB, 

You can create Monthly versions of boards then archive them after end of the month when you have captured a snapshot of it. To recreate or start over without the hassle of setting them all up manually, you can make use of board templates or card templates

We have a community template gallery where you can go through different board setups and workflows according to different use cases:

For more information on how to use these templates:

For Premium or Enterprise members, you can also create your own board templates to easily replicate a process of workflow with the same structure and content:

If this post helps your query, then please consider Accept answer to help the other users find it more quickly. 

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