--- title: "Use Case: Converting Jira Board to Advanced" canonical: "https://help.releasemanagement.app/space/ASPT/2478833665/Use%20Case%3A%20Converting%20Jira%20Board%20to%20Advanced" format: markdown --- [CLOUD ONLY] [DATACENTER - NOT SUPPORTED] > Macro (include) # Summary > Macro (details) > > | **Logo** | ![image](media://6a4067cb-8e06-43ba-996f-645f912eaff9) | > | --- | --- | > | **Use Case** | Convert Existing Board | > | **Category** | Other | > | **Company/Team**
**Managed Projects** | Both | > | **Summary** | Enrich your existing Kanban and/or Scrum board with some of our advanced features. | > 📝 The paragraphs below outlines the specific use case. For more details about advanced features and complementary functionality we suggest to review [https://releasemanagement.atlassian.net/wiki/spaces/ASPT/pages/875692462](https://releasemanagement.atlassian.net/wiki/spaces/ASPT/pages/875692462) section of this documentation. # Topics > Macro (toc) # Detailed overview ## How to create? (1) Go to “My Boards“ section. If you do not have any active boards this going to be your default page. ![image](media://6b54d22a-5039-4e21-a2e4-e7d023ee73a3) Otherwise (if you already have one or few boards created) click on menu icon in top left corner to select “Manage Boards“ ![image](media://1bbb2384-091d-4867-85c5-30c933a33021) (2) Click on “Create board“, choose “Advanced Kanban Board“ and Next. ![image](media://aaebffb5-771a-45a1-9e5e-4d66232f4cf5) (3) On the initial configuration screen please - select existing** Scrum/Kanban board **(will will list all the available boards that you has access to) - once selected the **Name **will be populated automatically. But you can also change it - also** Projects** will be populated automatically (see below how). But we can add missing as well. - and finally to copy some board specific information from your existing board we would need an access token to be created. Therefore, toggle **Provide user name and token to import swimlanes, colors and time in status configuration **ON ![image](media://f6339352-ec10-47f4-92b5-2a65b958bdf0) ![image](media://902251c8-b8f3-40c8-a3cb-d0a4afd018fe) Click on [here](https://id.atlassian.com/manage-profile/security/api-tokens) link to get into Atlassian standard UI for token generation. Generate token and copy it to specify email/token on board creation screen. (4) Now we can click “Create“ to advance your Scrum/Kanban board with our advanced features while maintaining your existing configurations. > 📝 We do no pass your tokens to our servers. It’s kept in your user session in encrypted way. Unless you revoke it or clean your browser session storage we will re-use it again and again so you should do it only once. Any other App can’t process it from the storage due to encryption mechanism we use. ## How we convert? ### Projects Once you select the board you would like to convert into Advanced Board we will parse the configuration of the board to automatically extract - **Project **specified in Location - **Projects **specified in “Projects in board“ - **Projects **we derive from your board “Filter Query“ ![image](media://aa84d1eb-6a7f-4fe8-99d6-b406001ea19f) This should autopopulate majority of the projects. There are some rare (endge) cases when due to complexity of JQL we can’t retrieve a complete list of projects. If so, please add missing to the list. You can do it also at a later stages if you miss it while creating. ### JQL For Scrum boards we just copy the main filter is used for the board. For Kanban boards we merge it with “Kanban sub-filter“ specified. ![image](media://ca077bd7-af3c-4aa3-aa77-7abd8fedad30) ### Rank Jira Rank is used by default. But you can also go to setting and use any other standard or custom field to sorting in Advanced Boards. ### Hide completed issues older than We copy that setting as well. ### Columns In standard Scrum/Kanban boards columns can only configured as statuses. We copy this configuration. In case any column in your standard Scrum/Kanban board has multiple status mapped to it we will automatically create [column group](https://releasemanagement.atlassian.net/wiki/spaces/ASPT/pages/875692462/Board+dynamics#%F0%9F%9A%80-Column-Groups-and-Combined-WIPs) and stack it vertically. ![image](media://268bcac8-43c1-4d46-8778-39c49f01ab9a) We will also copy WIP settings from your standard Scrum/Kanban board. Same time we will encourage you to check [much more flexible options](https://releasemanagement.atlassian.net/wiki/spaces/ASPT/pages/875692462/Board+dynamics#%F0%9F%86%95-WIP-Limits) you can gain with Advanced boards. ### Swimlanes Standard Scrum/Kanban boards have a limited list of Swimlane options. We support all that and just copy. Same time in Advanced boards you can pick any standard or custom field as swimlane. ![image](media://4cc8fdab-defc-4487-ab26-bba1a8cb52e0) ### Quick Filters Quick filters are JQL based. They all will be copied and can be re-used using [Quick Filters](https://releasemanagement.atlassian.net/wiki/spaces/ASPT/pages/875692462/Board+dynamics#Quick-filters) functionality of Advanced boards. ![image](media://c68b29b0-5721-4786-9be4-769e807d59fc) ### Card colors In Jira you can pick up any color you want. In Advanced boards we have a predefined pallet. Therefore, while converting we will be pick up colors from the pallet that have the closest match to the ones you pick up in Jira. ![image](media://884cdfd1-570d-4fe6-964d-5940df65d65d) ### Card layout In Jira you can have different layout for Backlog and Active sprints/Kanban. In Advanced boards we have a unified one. Thus, we will copy the layout configured for Active sprints/Kanban and will reuse it for the [Expand mode](https://releasemanagement.atlassian.net/wiki/spaces/ASPT/pages/875692462/Board+dynamics#%F0%9F%9A%80-Expand-one-column) that we suggest to use for backlog. ![image](media://fbaec93e-1d4f-4905-8a35-9d5d7b0695e5) We also copy days in column configuration. ### Estimation We copy the configuration of Estimation in Jira boards to become a source of [Statistics features and functionality](https://releasemanagement.atlassian.net/wiki/spaces/ASPT/pages/875692462/Board+dynamics#%F0%9F%92%AF-Statistics-by-Story-Points,-Hours-and-Issue-Count) we use in Advanced boards. ![image](media://23f39f40-d2d6-42ed-ae43-7e312257fe1d) > Macro (include)