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App of the Week - Portfolio Item Copy

By kamwi02 posted Jun 13, 2017 09:09 AM

  

With the launch of the newCommunity App Catalog doc, we want to highlight some of the awesome apps available for you to install and use right away. Today's let's take a look at one of the great time-saver apps, Portfolio Item Copy. You can find details on how to install the app as well as the full list of great appshere.

 

You can find all of the App Of The Week posts here.

 

Portfolio Item Copy

GitHub Project | Source Code to Install

 

Portfolio Item Copy

 

Have you ever wanted to copy a portfolio item and all of its children? With this app you can simply select the destination project and portfolio item to copy, and it will make a copy of that portfolio item and its descendants, including other portfolio items, user stories, and tasks. Test cases and defects are not copied.

 

By default, it copies the following fields:

  • Name
  • Description
  • Owner
  • Parent
  • Tags

 

If there are required fields, the app will attempt to copy those fields as well. If the Release field is required for stories, the app will present the user with a drop-down box for default release to put in as a placeholder for any parent stories that are being copied.

 

Use Cases

You can now make a template Portfolio Item, and copy it as you build your roadmap backlog. Create your standard stories, such as running security checks or adding analytics tracking, so that you don't forget to add them on each feature. Talk about a time saver!

 

You can also use this app to help split features across releases, if needed. Take your partially completed feature, copy it, and clean up each to reflect what was done in the prior release and what's to be done in the next.

 

If you have other use cases for this app, I'd love to hear them in the comments!

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