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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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  1. ‘Boards 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

  2. Click on ‘Edit settings’ in either the popup message or also in the dot menu of the cloned board.

  3. Cloned boards are created in the original project, so change the location to the new project.

  4. The app provides a new filter that should be selected under ‘Saved filter’. The filter has the following attributes:

    1. Filter name: Filter for <PROJECT_KEY> board

    2. The project creator is the filter owner

    3. The filter is shared with the new project (Meaning project users will be able to see the board)

    4. The JQL filter restricts the issue to the new project

      Code Block
      project = <PROJECT_KEY> ORDER BY Rank ASC
  5. Optional: Change the board name and edit the filter query if necessary.

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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’.

Info

Board Creation Permission Prerequisite

Group: atlassian-addons-admin requires ‘Global permission’

  • Share dashboards and filters

Project role: atlassian-addons-project-access and the project creator require ‘Project permission’ ‘View Projects’ on the created project.

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