We have JIRA cloud solution. Not sure what version it is.
Yesterday, I created a customized project with all the settings, fields, screens, permissions, Kanban board, etc., and saved the project as "MY COMPANY PROJECT TEMPLATE" (for example).
Now, I would like all new projects to use everything about this template.
Is it possible for me to have my custom project "template" show within the "Create Project" modal window?
Screenshot 2016-01-22 09.02.45.png
When I use the "Create with shared configuration", see screenshot above, I am able to choose my "template" project to use for my new project, but unfortunately, this technique does not copy the kanban board settings.
What is the best way to include my Kanban board settings from another project (i.e., my project "template")?
Is it possible for me to create an option similar to the "Kanban software development" (as seen above) that will create a project and a Kanban board all in one fell swoop?
Honestly, I just want to click a button and have it create a project, with a board included (like Kanban option in above screenshot) and start working.
Optimally, I'd like to not have a project "template" lingering around just so we can use it as a default starting point.
Hopefully that all makes sense. Please let me know if I can clarify any of my questions. Thanks a bunch in advance!
So, here's my workaround to this issue:
Edit the filter query so that it searches for your new project's issues … Example query (replace MR with your project's key):
project = MR ORDER BY Rank ASC
Pheeeew, I think that's all the steps!
Note: It is helpful to have a project and Kanban board "master template" to use for the "copy" steps above.
So yah, that's my workaround. Not sure if there's a more streamlined process.
Optimally, I would want the ability to click one button and be done! As you can see above, having to jump through all those hoops is not optimal.
We have noticed that "Users and roles", found in "Project Settings", do not copy from the previous project. This may or may not be an issue for you. It could be problematic for users that need their project restricted to certain groups. The best suggestion I have is to check this section, after you're done with the above steps, to make sure it's locked down based on your project's requirements.
Thanks - this is similar to what I've found too. It's very manual but it gets the job done. I haven't had a chance to explore the Gaia plugin yet but it seems like it might help our use case - https://marketplace.atlassian.com/plugins/ca.nuum.gaia/server/overview
Thanks for taking the time to document the granular steps above - it has helped me and will help others.
omg @mhulse I wish I had've found this 2 weeks ago! Through trial and error and going down (many) rabbit holes in the documentation and community I came up with pretty much the same workaround, but thanks for the detailed steps - I see now how to set up the filter for a board a bit better, thank you!! :)
Hi Micky et all,
thanks for this work around, we too want to just be able to duplicate a master project with settings/configuration and board carried across.
We also wanted to have master issues (for those recurring tasks on every project) set up as part of the master project and board which we struggled with (most efforts resulted in the tickets still being under the master project or both master and new project).
After some trial an error we found that this works (though we haven't yet used it for a real project, only a couple of tests so far) in case of any use to the rest of you;
21. From master project, go to Issues and select 'View all issues and filters'.
22. Hit the export (down arrow in top left corner) button and select 'Export Excel CSV (all fields)' to save out CSV file of all issues (this can be done as a one off as oppose to each time you need to copy the master issues).
23. Go to your new project (duplicated from master), then go to Issues and select 'View all issues and filters'.
24. Hit the options button (... button in top left corner), select 'Import issues from CSV' and find the exported CSV file.
25. Select import settings incl your new project and map all possible fields (for some reason we don't seem to have a list of fields that tally even though the file was exported by Jira).
26. Confirm map values.
27. Viola! Your new project now have the master issues which can be moved into the duplicated board.
That elusive one button to do these nigh 30 steps would indeed be very handy...
Is there an outstanding feature request for being able to create a project that includes the boards (same issue described throughout this thread)? I agree with all that this would be a very useful feature. It seems like the settings when you choose to base a project on another project are incomplete on what is brought over.
@mhulse thanks for your workaround unfortunately it doesn't work in the new jira experience.
Does anybody else have a workaround? Currently I have to create a new board and set it up for every project.
This is pretty bad, because we have to create every board from scratch.
(Replying on phone) A few things have moved around (at least, last time I made one a few months back). Off the top of my head, one of the bigger changes is the “copy board” is now only in the overall list of boards (look in the ... menu). I will look at my notes, when I get into work today, and post an updated step-by-step.
In the new Jira experience the quickest way we've found to copy a board is click
If anyone has a quicker way let us know!
@Ali Arvanaghi this issue is really about how to duplicate a project and board via a defined template. In terms of answers, it's part of the puzzle for the original question. Also, what @Tom Rogers said above, that's what I was trying to get at in my phone reply; they moved the board copy to the official board list. The other thing that changed is the new "People" section found in a project’s settings ... I think this section used to be called “Users and Roles”. Other than that, the instructions above should still work.
We noticed today, when creating a new project using the "create with shared configuration" link, the new project creates a "Default software scheme" permission scheme, and not the permission scheme assigned to the project it was copied from (in this case, I had assigned "Default Permission Scheme" to the template "starter" project). Not sure if we're doing something wrong here, or if that's a bug (too)? Unfortunately, the "Default software scheme" has barely any restrictions … Not good if you are trying to keep projects hidden from certain users/groups.
hi @mhulse ,
I've had similar issue on creating an easier way to make custom project templates,
but with regards to using the "create with shared configuration", I believe this is fixed now. When I try to create a New Project with ""create with shared configuration", it also copies the same Permission Scheme set by the source project.
Thank you for the steps you shared regarding this workaround.
Hi Paul! Thanks for showing interest in my question.
In regards to getting an existing kanban board to be associated with a new project, here’s my theory:
I'm not even sure if the above is even a halfway decent solution as I have not had time to test step #3 above. Even if the above steps do work, this is not optimal workflow.
We would like the ability to create a project with all of our desired settings in one single step.
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