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Clone existing scope
Cloning will add tasks to the Box in which you initiate it.
If you want to clone the scope of a Box "Alfa" into "Beta", you have to go to the "Beta" Box and carry out the cloning there - during the cloning, you select a Box that serves as a source of tasks; those tasks are then added to a Box in which you have clicked "Clone existing scope".
Only the following field values can be cloned:
Data | Cloning result (Yes / No) |
|---|---|
Jira issue | Yes. |
Task structure | Yes. |
Issue types | Partially.
|
Dependencies | Yes. All dependencies get copied (both soft and strong). All the settings (ASAP, lag time, etc) are preserved. |
Summary field | Yes. |
Start / End date synchronized fields | Yes. |
Skills | No. |
Manual Colors | Yes. |
Milestones | Yes. |
Original Estimate | Yes. |
Basic tasks | Yes. Additionally, task templates can be created or inherited, allowing you for creating a whole group of Basic tasks with a single click. Basic tasks in a time template can't be nested (it is possible to change their placement in the hierarchy later). |
Trello tasks | Yes. Conned as Basic tasks. |
Status | No. Task status depends on Jira project configuration - the initial status of its workflow is applied to all copied tasks (for example "OPEN"). |
Other fields besides Summary and synchronized date fields | No.
|
Required fields | No. The required fields can not be populated by the app, hence before cloning the Program make sure all possible fields are set as optional |
Version or Component | No. The app is capable of creating Jira Issues and recreating the structure. It is not capable of creating anything that is not a Jira Issue while cloning, therefore it will automatically replace the original Version or Component with a Basic Task. |
No other information will be copied during the cloning process, even if fields are filled in and set to "required".
Steps
To open the clone scope dialog click "+add" button and select 'Clone existing scope':
Next:
select the Box you want to clone (tasks from that box are copied)
select the target project to store the cloned tasks (tasks are copied to a selected Jira project - you can set up a new, empty project for the clone)
Cloned tasks will be added gradually.
The process progress is indicated by the icon:
Refresh the page so that you can observe the results.
Possible problems and solutions
Setting up an empty Jira project
Cloning JIRA tasks effectively means they get copied. To successfully perform such action, you not only need a source (a Jira project that you make a copy of) but also somewhere to put them (a Jira project where the copied issues live). The copies are visualized in the App, but they must exist somewhere in Jira itself.
You can easily create a new, empty Jira project. If you wish, you can use an existing Jira project to perform this action ("Create with shared configuration" option) - this will result in copying the Jira project setup (permission, notification, issue security, workflow, issue type, issue type screen, field configuration).
Copy issues
In the App, in the Gantt module, click the "+" Add task button and select "clone existing scope" from the list ("clone existing scope" functionality is also available in the Scope module).
In the first drop-down select a Box - the scope of that Box (Jira projects, issues, etc) will be copied. Keep in mind, that you are not selecting a Jira project, you are selecting a Box; tasks from that Box get copied. This means, that if a Box includes multiple projects or just a limited number of issues from one project, that's what will get copied.
The second drop-down gives you the destination Jira project.
Cloning Option is Unavailable:
Scope type dictates whether the option is available.
In Boxes with "Own" scope
If a Box type was created with "Own" scope, the option is available. You can clone a scope of an existing Box (with "Own" scope) or import a file.
In Boxes with "Own" scope from boxes with "Sub" scope
If you try to copy tasks from a Box with "Sub" scope type, you won't be able to select it as a source. "None" and "Sub" scope type Boxes won't be coming up on the list of possible options, as the action doesn't make sense. A Box with "Sub" scope doesn't have its own scope you could copy.
In Boxes with "Sub" scope
If a Box has been created with "Sub-scope" the options are inactive.
The scope of a box with a "sub-scope" type is based strictly on the upper-level Box; a sub-Box itself doesn't have its own scope. You can't clone or import tasks to a Box that doesn't have its own scope. The action has to be performed in the upper-level Box with "Own" scope.
"None" scope Boxes
A Box with "None" scope doesn't display any tasks at all, it only aggregates its sub-Boxes.
You can't clone a scope into a Box with "None" scope.
You can't clone a scope from a Box with "None" scope - you can't find such a Box on a list of available scope sources. This means you can't select such a Box, not on purpose, not accidentally, as a source to be cloned.
Required Fields
The most common reason for the cloning process to fail is related to Jira Field Configuration.
The "Required" fields have to be changed to "Optional" for the time when the App is importing the program.
Keep in mind, that the change of the Field Configuration scheme has to be applied to the target Jira project (the project issues get copied to).
We recommend creating a temporary scheme instead of changing an existing one. This way, other projects will not be affected. Then, when needed, you apply a "temporary" configuration to a project instead of changing an existing configuration (that may be in use by multiple different projects) to minimize the impact.
To make things easier you may copy an existing configuration:
Name it to make things clear for other users:
Click on the field configuration name and change all items to "optional" within it:
Add a new field configuration scheme:
Make sure that the correct field configuration is associated with the scheme:
Go to the Jira project that is added to the Box scope (the project Jira issues will be copied to):
Find the field configuration:
Change the scheme:
You can proceed with the cloning after changing the Field Configuration.