User's Guide - 2.10 (Most recent)

Once a Jira Administrator has installed the Agile Board Template Builder for Jira app and defined one or more templates, you may use it to create a new Scrum or Kanban board based on a template. This allows you to quickly create an Agile board with the most popular configurations already in place.

To create an Agile board from a template, go to the Boards menu and select Create Board From Template. The following popup is displayed:
 

On this screen:

1. Select a board template from the first dropdown. 
   1. Alternatively, you can click browse all templates to see a list of available templates. Just click the required template to select it. 
      
2. Indicate whether to base the board's data on one or more projects or a JQL filter.
3. Click Next.
4. If you selected Data from existing Project(s) in the previous screen:
   1. This screen is displayed:
       
   2. Enter a name for your new board.
   3. Select one or more existing projects.
   4. Then,
      1. Click Create Board to create a board based on the selected template and project. A confirmation message is displayed briefly to indicate the Agile board is created and the new board is displayed.
      2. Click Back to return to the previous screen to review or change your selections.
      3. Click Cancel to close the screen without creating a new Agile board.
5. If you selected Data from existing JQL Filter in the previous screen:
   1. This screen is displayed:
       
   2. Enter a name for your new board.
   3. Select a filter from the Filter Name dropdown.
      1. Alternatively, you can click browse all filters to see a list of available filters. Just click the name of the required filter to select it. 
         
   4. Then,
      1. Click Create Board to create a board based on the selected template and filter. A confirmation message is displayed briefly to indicate the Agile board is created and the new board is displayed.
      2. Click Back to return to the previous screen to review or change your selections.
      3. Click Cancel to close the screen without creating a new Agile board.