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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 either duplicate boards 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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Once a new project is created based on the template. There will be the section ‘Guidance on Board Cloning’ under ‘Project was successfully created!
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‘Boards Overview’ is a link to Jira’s board overview. The link includes a search term that helps the project creator finding the correct board to clone by clicking on ‘Copy’ in the dot menu
Click on ‘Edit settings’ in either the popup message or also in the dot menu of the cloned board.
Cloned boards are created in the original project, so change the location to the new project.
The app provides a new filter that should be selected under ‘Saved filter’. The filter has the following attributes:
Filter name: Filter for <PROJECT_KEY> board
The project creator is the filter owner
The filter is shared with the new project (Meaning project users will be able to see the board)
The JQL filter restricts the issue to the new project
Code Block project = <PROJECT_KEY> ORDER BY Rank ASC
Optional: Change the board name and edit the filter query if necessary.
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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Board Creation Permission PrerequisiteGroup: atlassian-addons-admin requires ‘Global permission’
Project role: atlassian-addons-project-access and the project creator require ‘Project permission’ ‘View Projects’ on the created project. |
There are currently no official APIs (feature request) available to either duplicate boards or modify board settings. As a result, we are unable to include board cloning functionality as part of the project template. However, we have added the option to create a new basic Kanban or Sprint board for the new project.
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If you still require board duplication, we suggest checking out our workaround. If you utilize the automatic created filter that comes with basic boards, you can skip steps 5-8. |
In ‘Template settings’ tab, find the row ‘Board’ and click on the edit icon.
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Select Kanban or Scrum and click ‘Save’.
The created board filter will
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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).It is important to note that work management projects will always have a next-gen Kanban board generated.
Clone & Predefine Project Content Overview
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