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 following field values can be cloned:

Data

Cloning result (Yes / No)

Jira issueYes.
Task structure

Yes.

Issue types

Partially.

  • If the project does have the required issue types in the issue type scheme, they will be matched.
  • If a new project with different issue types (issue scheme) is used the default issue type will be used for all tasks which cannot be matched (usually, it will be either "story" or "task").
  • Epics and sub-tasks will be cloned as default issue types. It is not possible to maintain the distinction.
Dependencies

Yes. All dependencies get copied (both soft and strong). All the settings (ASAP, lag time etc) are preserved.

Summary fieldYes.
Start / End date synchronized fields

Yes.

Manual ColorsYes.
MilestonesYes.
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 taks in a time template can't be nested (it is possible to change their placement in the hierarchy later).

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 beside 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.


A person who does the cloning of the scope is automatically made to be an assignee. 

No other information will be copied during the cloning process, even if fields are filled in and set to "required".

To open the clone scope dialog click "+add" button and select 'Clone existing scope':

Next, select the Box you want to clone and the target project to store the cloned tasks:

The resulting cloned scope:

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 projects that you make a copy of) but also somewhere to put them (Jira project where the copied issues live). The copies are visualised 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). 

You don't have to set up an empty Jira project and can use an existing one. In such case, copied issues will be added to the existing ones.


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Copy issues

In the App, in the Gantt module, click the "+" Add task button and select "clone existing scope" form the list. 

In the first drop-down select a Box - the scope of that Box (Jira projects, issues etc) will be copied. Keep in mind, you are not selecting a Jira project, you are selecting a Box; tasks from that Box get copied. This means, that if a Box included multiple projects or just limited number of issues from one project, that's what will get copied. 

The second drop-down gives you the destination Jira project. 

If the destination Jira project already contains issues, they will automatically be included in the scope.

scope = copied items + existing destination items


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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. 

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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. 

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In Boxes with "Sub" scope

If a Box has been created with "Sub-scope" the options are inactive. 

A 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. 

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"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, 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 minimise 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.