I am not given the option to switch to a kanban template but am forced to agility only. Help!

[Lisa Nicholson]

I am not given the option to switch to a kanban template but am forced to agility only.  

I am aware that I am supposed to see a dropdown under  Template to chose which template I want.  However, that drop down is not appearing for me.  Assistance?

[Deleted user · Accepted solution]

Hi Lisa,

At one of my former companies, we had the same issue with some users not being able to switch the board type.  It's a permissions setting that needs to be added to your user account to allow you to change that. I would speak to your Atlassian Admin and have them add that for you. It's a simple fix and you'll be up and running in no time.

Take care!

Neil

[Lisa Nicholson]

Thanks guys!    I don't want to be messing with an agility project at all since I am familiar with Kanban.  I'll ask for the permissions setting 

[Jack Brickey]

@Lisa Nicholson, welcome to the Community. Do you have an existing project that you are trying to add a board to? If this is an Agility project and and don't want it to be Agility you need to change it to a SW or Business project. Can you provide more info? Maybe some screenshots of the project and where you are trying to setup Kanban?

[Lisa Nicholson]

I see following when I create a Project:

Hi Jack,  You are a lifesaver!

I am being forced into the Agility template with no option to switch to a Kanban board 

My main issue is that I cannot choose an epic as an issue type which is something that I would like to do and which are "coming" for Agility but are not here now.     

I am thinking this has something to do with my permission settings.  There are supposed to be special permissions to create agility templates but it looks like the only permissions I have are to create agility templates.

I am supposed to be able to see the option to change a template where the “preview” button is above:

And then I am supposed to be able to choose the template:

[Jack Brickey]

TBH, i don't mess w/ Agility projects in real life. only here in the community to help others. In looking at your screenshots you show the Epic Project as a Scrum so you should be able to create a new project as Scrum or click the "Change" link and you can choose Kanban right? Are these not screenshots from your system?