Copy all settings (Columns, workflow etc) from a project but not the epics, tasks and subtasks.

[Tom Evertzen]

Hello,

I was wondering if it is possible to copy a projects settings (the workflow, kanban board settings etc), or maybe create a new kanban board with a created template and workflow coupled with it.

So we have a main project/board we use where all of the issues of other projects come together. It doesnt have any project specific quickfiler. It looks like this :

What I would like to do is to create a new project which instantly uses the same columns and workflow so that the issues from that project also can be viewed in the main projectboard.  Every time I create a new project I now get the basic To do, In progress and Done.

Thanks in advance,

Tom :)

[Pramodh M]

Hi @Tom Evertzen 

Welcome to the Community!!

Automatically when you create a new project, it's not possible

What you can do is, copy the board and select the new project in order to have the same columns and board options

For workflow, you can use shared configuration when creating a new project

Note - all the schemes in your source project will be shared with new project as well

If you need separate workflows, copy the workflow and then associate it once you create the project

Let me know if you have any queries

Thanks,
Pramodh

[Tom Evertzen]

Hi @Pramodh M and @Jack Brickey

Thanks for the quick answers!

Your solution seems to work so far @Pramodh M

I only have 1 problem after copying the board, that problem is that when I create tasks in the backlog it creates the problems on the Project the board is copied from and not the new project.

[Tom Evertzen]

Allright, this had to do with the quickfilters which is solved right now, I had to assign the new quickfilters to the corresponding board. Now I am getting that when a board is copied by someone else it automatically goes private so others can not see the copied board inside of the project.

[Jack Brickey]

When you create a new CMP project you can choose to use an existing project as a 'template'. However, it does not create an exact mirror of the other project and that includes the board. So the bottom line is that you will need to recreate your board which can take a bit of work if you have a complex board but certainly doable.