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Overview

Customize the settings of a project template

Demo video

1.mp4

Step by step

  1. 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’

Notes:

  • If the template is based on Jira native template, less customization is possible.

  • Permission schemes will be ignored if the instance is using Atlassian’s free plan. Read more

3. Click on the ‘Edit icon’ in one of the rows to update the selected setting.

4. Update the setting and click on ‘Save’

5. ‘Close’ the template settings modal

Boards

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.

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.

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.

  1. In ‘Template settings’ tab, find the row ‘Board’ and click on the edit icon.

  1. Select Kanban or Scrum and click ‘Save’.

The created board filter will

  • have the project creator as its owner

  • be shared with the new project

  • have the JQL filter 

    project = <PROJECT_KEY> ORDER BY Rank ASC

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

The other tabs on the settings modal allow to clone & predefine project content.

Overview | 2.1 Project Role Assignment: Clone & Predefine

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