Create views using a template or cloning

Summary

This issue addresses the need to create standardized view configurations that can be easily duplicated, shared, and maintained across projects and groups. Users currently spend significant time recreating identical board structures and lists for each new project, which creates inefficiency and inconsistency across teams. This work will provide users with the ability to save, reuse, and propagate board configurations throughout their organization, significantly reducing repetitive setup and ensuring consistent workflows across organizational boundaries.

The planned functionality will benefit teams of all sizes, but will be particularly valuable for larger organizations managing multiple groups and projects that require standardized processes. Whether cloning existing views, applying templates, or sharing saved configurations, this feature will simplify view management and improve cross-team coordination.

User feedback summary

Pain points

• Time-consuming to recreate identical boards for each new project
• Frustrating to add the same lists over and over again when crossing group/project boundaries
• Need to manually recreate board structures when moving between organizational levels
• Lack of standardization across projects within an organization
• Difficult to maintain consistent board configurations as teams scale

Key points

1. Cross-Boundary Standardization
   • Maintain core sets of boards that propagate to all subgroups/projects
   • Clone boards from group to project level to maintain the same view at both levels
   • Replicate boards across organizational boundaries with minimal adjustments
   • Share configurations between namespaces with appropriate scoping
   • Create once at organization level, use everywhere without rebuilding
2. Team and Project Structure
   • Need consistent board structures across multiple teams/projects
   • Need standardized boards for different team functions (e.g., separate Dev and UX boards) in each project
   • Need a "1-click job" for creating identical boards for individual users/teams regardless of location in organization
3. Workflow Management
   • Need to create boards organized by different dimensions (e.g., by priority in one view, by assignee in another)
   • Need to easily replicate workflow stages/columns across boards
   • Need to quickly set up workflow patterns appropriate for specific project types
   • Need board views that show work by different criteria without rebuilding from scratch
4. Configuration Options
   • Need both dynamic templates (updates propagate to all instances) and static copies
   • Need to save filter configurations that can be accessed across organizational structure
   • Need default board templates that apply on project/group creation
5. Requested Solutions
   • Simple "clone" or "copy" button to duplicate existing boards to different groups/projects
   • Template system with YAML configuration stored in repositories
   • Board sharing with propagation of changes to linked boards across organizational boundaries
   • Option to set default board templates for all projects/groups
   • Ability to choose between dynamic (template changes update all instances) or static (one-time copy) boards

JTBD

1. When creating a new project, I want to quickly apply standardized board configurations so I can avoid manual recreation of the same lists and structures repeatedly.
2. When managing multiple teams, I want to maintain consistent board structures across organizational boundaries so I can ensure standardized workflows and processes.
3. When updating a board template or configuration, I want changes to propagate to linked instances so I can maintain consistency without manual updates to each board.
4. When working across different levels of the organization, I want to see the same board structure at both group and project levels so I can seamlessly navigate between different contexts.
5. When setting up team workflows, I want to create different views of the same work (by priority, by assignee, etc.) without recreating board structures from scratch so I can efficiently manage multiple dimensions of work.

Value to users

• Saves significant time in project setup
• Creates consistency across organizational units
• Reduces repetitive manual work
• Simplifies onboarding for new projects and team members
• Improves organizational efficiency, especially for larger groups