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A project configuration snapshot represents the configuration of a number of projects (either a single project or multiple) in Jira - their schemes (workflow, permission, etc.), roles, and all other configuration objects which that are related to these projects. A project snapshot can be used to transfer the configuration of projects to another Jira instance or can be used as a template when creating new projects.
Video
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How to create a single project snapshot
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Guide
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How to create a multi-project snapshot
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Create Project Configuration Snapshots
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Log in as a user with the Jira System Administrators global permission.
Choose the cog icon at the top right of the screen, then choose Configuration Manager:
Select Snapshotsto open the Configuration Snapshots page and click on the Create Snapshot button. The following screen will appear:
Select the Project Configuration button and enter a name for the snapshot. Here you can select as many projects as you need to include in the snapshot. Optionally enter a description.
Adding projects to the snapshot:
To add all projects from a Jira instance to a snapshot, you can use the Select all projects button.
To select projects by listing them by their keys, first type the keys like KEY1, KEY2, KEY3. etc. in the Project(s) field, and then use the Bulk select by key button.
And to To clear the current selection of projects, use the Clear selected projects button.
If a snapshot with that name already exists, a warning will be shown.Click Next to add filters in the snapshot (since CMJ 3.0):
Select the filters that you'd like to be included in the snapshot.
Click Next to add Agile boards in the snapshot (since CMJ 4.0) Select the boards that you'd like to include in the snapshot.
Click Next to add dashboards in the snapshot (since CMJ 4.1): Select the dashboards you'd like to include in the snapshot.
If you want to see a preview of the snapshot details click Next(since CMJ 3.0).
Click the Create button and wait while Configuration Manager creates a snapshot of your Jira instance.
A message will be displayed, confirming the successful snapshot creation. If there are any warning warnings Configuration Manager will inform you and offer you to review their details in the Audit log.
Snapshot Options
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A custom field must be referenced by at least one other object different than from the field configuration.
If the "Include custom fields with value in at least one issue" option is set, and the custom field has no references to it, it will be checked if there are any issues in the project for which the custom field has a non-empty value and if any it will be included.
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