Replace default workflow for every project

[Marco van der Slikke]

Hello all,

I have created a new workflow. At this moment an inactive workflow jira is the Default Workflow for new projects. How can I force that all new projects use my new workflow by default instead of the jira workflow?

Thanks for Answer

[Marc - Devoteam]

Hi @Marco van der Slikke 

Look at the workflow schemes that are used in you project.

You will have to update the workflow schemes, add your new workflow to the scheme.

This only applies to Company Managed projects

[Ste Wright]

Hi @Marco van der Slikke 

I assume this is for a Company-managed Project?

You can "copy" configuration from an existing Project, which includes your Workflow. You could even create a "template Project" with the desired Workflow Scheme, alongside Issue Types, Screens, etc, that will be the blueprint for new Projects?

To copy the configuration of a Project:

1. Go to Projects (top navigation bar) > Create Project
2. Choose any template, eg. Kanban
3. Next, choose to create a Company-managed Project
4. Give the new Project a name / key
5. Check the box Share settings with an existing project
6. Choose your template Project
7. Follow the final steps to create the new Project

^ The new Project will utilise your Workflow Scheme, and thus your "default" Workflow

Ste

[Marco van der Slikke]

Hi @Ste Wright 

Thank you for your response; apparently, it's a lot more complicated than I anticipated

Marco

[Ste Wright]

Hi @Marco van der Slikke 

It will feel simpler over time, but you need to ensure you...

• Complete the initial setup. I'd recommend setting up a Template Project, it keeps the "official" default setup contained
• Direct Admins to use the shared settings option each time

That's a level of change you might have to manage with the team.

Ste

[Marco van der Slikke]

Hi,

I've set up a template project, and the Workflow scheme is duplicated in each new project by enabling the "Share settings with an existing project" checkbox.

In the template project, I've established a board with the columns we use and mapped the statuses to the defined columns.

However, I've encountered an issue. When I create a new project with the "Share settings with an existing project" checkbox enabled, the board doesn't get copied into the new project.

Any ideas on how to resolve this?

BR Marco

[Ste Wright]

Hi @Marco van der Slikke 

You can't natively - this option copies the Project, but it doesn't create a new Board (which would also need a new Filter, etc).

You can either...

• Train users to create their own boards - given all users have access to create them
• Clone an existing board post-Project creation, and modify the Filter
• Consider using an App for Project creation, with these features built in - you could try...
  • Project Templates for Jira
  • Deep Clone for Jira
  • ...or another App from the Marketplace

Ste

[Ben Finn]

When you create a project, check the box to share settings with another project. Have a template project with an "*" at the beginning of the project name to ensure its always on the top. This may be something you already know but to answer your question directly, there is no, currently, way to change default workflow. You cannot edit nor modify which is used as the default.

[Marco van der Slikke]

Thanks for the good tip