Advanced Columns is in a BETA release, therefore, its features are evolving quickly and screenshots seen below may be a bit different of the current version deployed on your Jira instance. We will do our best to keep this documentation as updated as we can!
✍️ Step-by-Step:
From the homepage:
Access the homepage by navigating to “Apps” and clicking on “Advanced Columns”.
On the homepage, choose the board you wish to clone, click on
and on “Clone” right after:
From within the board:
Access the board you wish to clone by clicking on its name.
Once inside the board, click on
and on “Clone” right after:
Once the modal has opened, check the following information:
Name (Required): By default, the name will be filled as “Clone + name of the current board”, but you can rename it anytime. It should not match any existing board names.
Labels (Optional): By default, the board being cloned will inherit the labels from the original board. You can select and deselect how many labels you want or create new ones before cloning the board. For more information regarding labels, visit our documentation about them HERE.
Description (Optional): By default, the description retains the same one from the board being cloned. You can either provide another one or keep the same.
Columns (Optional): By default, the board being cloned will inherit the columns from the original board. You can either remove the current ones or add new columns by selecting them on the list.
Sharing: By default, the board being cloned will inherit the original board sharing configurations. If you wish to keep it private or share it with different groups or people later, disable the Public toggle.
Confirm the cloning action by clicking on “Clone”:
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Your board will now be available with the provided information:
📝 Important Tips:
Filling required fields is mandatory to create a new board. To avoid duplication, consider choosing an unique name for your board. If you leave the field “Name” blank or choose a name that is already in use, a message will be displayed according to the situation:
Cloning a board will make you the owner of the cloned board. Therefore, you will have administrative privileges even if you’ve assigned another user(s) as admin(s).
For further reference, you can explore our documentation on how to create your own board here.
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