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How can I move a project board to a new app without losing task relationships?

Quick answer

Before moving a project board, record its fields and relationships, then map each to a destination field or link type. Confirm that hierarchy, dependencies, assignees, and dates are supported; matching labels do not guarantee matching behavior. After import, compare records and relationships, review available migration reports, and document and verify any approved rebuilds. Check the capabilities of your specific apps and migration method rather than assuming everything transfers.

LET’S WORK THROUGH IT

The question, the details, the next step.

Question

What should I do before moving a board? I’m worried tasks will arrive without their parent tasks, dependencies, owners, or due dates.

Geez

Plan for both task records and their relationships. List each source field and relationship type, what it means, and the destination field or feature that should represent it. Mark anything with no clear equivalent as unsupported until you verify it. A matching field name does not prove that values or behavior will map correctly.

Use a field map such as:

  • Task title and stable identifier → destination fields; confirm similar titles remain distinguishable.
  • Parent or subtask → hierarchy feature; confirm the needed nesting level is supported.
  • Dependency and link type → destination link; confirm direction and meaning.
  • Assignee → user mapping; decide what to do with unmatched accounts.
  • Due date → date field; check how populated and blank dates should appear.

Save the map and a source snapshot or export for comparison. Capabilities vary by product and migration path. For example, Atlassian lists assignees, due dates, subtasks, and issue links among data supported by Jira Cloud Migration Assistant, but also identifies items that are not migrated. This is Jira-specific, not a guarantee for another app or route. [S1]

Follow-up question

How can I check hierarchy and dependencies, not just count tasks?

Geez

Before the move, make a relationship inventory. For each task, record a stable identifier and parent identifier, if any. For each dependency, record the two task identifiers, link type, and direction. Use an export or report that preserves these details if the board is too large to track by hand. Avoid relying on titles alone, since they may repeat or change.

After the move, compare the inventory with the destination. Inspect a varied sample: a task with subtasks, one with multiple dependencies, one with an unusual link type, and one with no links. Check both ends of each relationship and make sure dependencies point between the intended tasks in the intended direction. A matching total link count is not enough; links may connect the wrong records.

If the destination lacks an equivalent feature, mark the relationship as unsupported and agree on a documented alternative or manual rebuild. Do not silently replace it with a generic link or assume that its original meaning is preserved.

Follow-up question

What should I compare for owners and dates, and what if accounts do not match?

Geez

Compare source and destination assignees on several records, including different people and unassigned tasks. Agree in advance how unmatched or inactive accounts should appear, and ask the responsible project owner to approve that mapping. Do not infer a person’s identity from a similar-looking account.

For dates, compare actual displayed values on a sample that includes populated and blank due dates. Confirm that each populated date appears in the intended field and blanks remain as expected. Record mismatches rather than treating an import as successful just because the task arrived.

Use reports where your migration method provides them, but also check individual records. In the Jira Cloud Migration Assistant context, Atlassian describes pre- and post-migration reports and error logs, and recommends reviewing projects and issues afterward. These recommendations concern Jira migrations, not every platform. [S2]

Follow-up question

Can you give me a practical sign-off plan?

Geez

Keep a simple record for the migration:

Board: [board name] Migration run/date: [placeholder] Source snapshot: [export or reference] Destination: [app and board] Exceptions owner: [role or placeholder]

Before moving, save the field map and relationship inventory. Afterward, compare task records, then inspect the varied sample and any items flagged in available reports. Log each mismatch as: source record → expected result → observed result → action owner → status. For approved rebuilds, verify both ends of every relationship and its direction. Ask the person responsible for the board to review open exceptions before colleagues rely on the destination.

This plan helps find omissions; it does not establish that every feature transfers automatically. Verify support for your source, destination, and migration method before scheduling the move.

A practical checklist

  • Map source fields and relationship types to destination features; mark unsupported items.

  • Save a source snapshot and record stable identifiers, parent links, and dependency details.

  • Agree how unmatched assignees and unsupported relationships will be handled.

  • Compare records, owners, dates, hierarchy, and dependency direction after migration.

  • Review available reports, assign mismatch owners, and verify approved rebuilt links.

A few more useful answers

Are matching task and link counts enough to confirm the move?

No. The totals can match even when links connect the wrong tasks or point in the wrong direction. Compare identifiers and relationship details too.

What if the destination has no equivalent for a relationship?

Mark it unsupported before the move and agree on a documented alternative or manual rebuild. Do not assume a generic link preserves its meaning.

Does a migration report prove the board is correct?

No. Reports can help identify errors and omissions, but compare records to check that intended values and relationships arrived.

Sources

References used for this guide.

  1. [S1] What gets migrated with the Jira Cloud Migration Assistant
    support.atlassian.com · Checked
  2. [S2] Review Jira migration plans, reports, and migration results
    support.atlassian.com · Checked

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