Project template that we can use for new projects

[Botond Gyorgy]

Hi there,

Is there any option, to set up a project template that we can use during the creation of any further projects? 
I'm looking for a solution, especially for the Board settings (columns, names, order, etc).

Best regards,
Botond György

[Gaurav · Accepted solution]

Hello @Botond Gyorgy 

There is no direct option to create a project template which can be later used for further projects.

The workaround is you can create a project with all the required settings, name it 'template' and while creating a new project, use the option to create with shared settings and here use the 'template' previously created.

Please note that this will not copy the board; that would require a manual copy

Hope this helps.

-GG

[Botond Gyorgy]

Thanks @Gaurav for your reply.

"Please note that this will not copy the board; that would require a manual copy"

Does this mean, that I can copy over a board from the Template project, with all the columns defined there?

[Gaurav]

Yes @Botond Gyorgy , you can copy over the board but will need to change the filter query and update it to the new project.

[Botond Gyorgy]

@Gaurav how can I do that?

Tried to copy over a board from a template-project, based on this description, but the columns were not preserved 😕

Also, cannot add new tickets to this board. 

[Gaurav]

@Botond Gyorgy , the steps are for creating a new project.

Please follow the below steps to copy the board:

1. On the template Project, click on the drop-down for boards
2. In the list, click on 'View All
3. From the list, find the required board
4. Click on the 3 dots on the right side and select copy
5. On the copied board, go to Board Settings
6. Under General, update the Board Name, Location and Filter

Kindly accept the answer if this helps.

-GG

[Botond Gyorgy]

Thank you @Gaurav, much appreciated - managed to solve it.