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Customize the settings of a project template
Demo video
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Step by step
Click either on ‘2. Configure template settings and clone/predefine project role assignment, components, versions and issues' in the dialog or on the settings icon in under Actions.
2. Settings modal displays all available settings that can be customized for the template. Default tab ‘Template settings’
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5. ‘Close’ the template settings modal
Boards (Custom Template: Software Development)
Company-managed Jira software projects are famous for their customizable boards. Sadly as there are currently no official APIs (feature request) available to duplicate boards or adjust its configuration we can not yet offer the possibility to clone boards. Instead the app offers the option to create basic boards or provide a way to simplify and guide the board cloning process after project creation.
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It is important to note that work management projects will always have a next-gen Kanban board generated and Jira native templates for software development projects come with their own boards. |
Simplified custom board cloning (Default)
Demo video
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After creating a new template based on ‘Custom Template: Software Development’, the app selects ‘Simplified custom board cloning’ by default and takes the source project key as search term for boards. (There are not even API’s to get the board names…)
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Providing the necessary filter reduces the amount of steps to clone boards by half. And displaying the remaining steps directly after project creation when user need them makes it as straightforward as it can be right now. (Please vote for Board API’s feature request, we would love to automate the cloning for you!)
Basic Boards
In case you want to start with a basic Scrum or Kanban board inside new software development projects, select either one of those options in the templates settings under ‘Board’.
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The board will consist of three columns, namely "To Do", "In Progress", and "Done", and will correspond to project status categories (color).
Clone & Predefine Project Content Overview
The other tabs on the settings modal allow to clone & predefine project content.
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