Customize Test project and then migrate to a clean one

[Patrick]

Hello everybody, we build up an test project to get familiar with jira and start customizing fields and workflows. When we finished our testing, we wanna start with a clean project. Is there a way to migrate fields, configurations, workflows... to the new and clean project?

[Nic Brough -Adaptavist- · Accepted solution]

It depends on the project type.

For team-managed projects - no.  There's no way to transfer configuration between projects.

For company-managed projects - yes, but it's not a migration.  Most of the config of a company-managed project is done with global "schemes", so you'll have a field configuration scheme, a permission scheme, an issue type scheme, a workflow scheme and so on, that define the configuration of the current project.  When you create your new project, instead of using a template, tell it to "share with existing project" and you'll find it takes on the schemes that the first project has.  (Even if you create from a template, you can always change the schemes to shared ones later)

[Patrick]

Great - that makes it easier. Thank you for the fast response!