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Jira Cloud Instructions
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Looking for default templates on Jira Create Issue Screen? It’s
Contact us for more details! |
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Option 1: Saving a Template from an Existing Issue
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Start with an Existing Issue:
Ensure you have a Jira issue already created, as this will form the basis of your new template.
Access the Save Template Feature:
Navigate to your selected Jira issue.
Open the top right menu by clicking on the "•••" ( More) icon.
Select “Save as Template” from the dropdown menu.
Configure the Template:
Set the template name in the prompted field.
Click "Create" to save the template.
This new template will include the issue's summary, description, other available fields and any subtasks ( with their summaries and descriptions)field.
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Option 2: Creating a Template
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by importing Existing Jira Issue
Find the Create Template Button:
The “Create template” button is available in various locations including:
Manage Templates screen.
Create from template popup (zero-state).
Apply issue popup (zero-state).
Get Started page.
Create the Template:
Click “Create Template” in any of the above locations.
Select a Jira issue as the source for your template.
Set a name for your template.
Click “Create” to finalize the new template. 🎉
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The created templates will have a broad scope, capturing essential elements of the issue. For more detailed control over which fields are included or excluded in your template, refer to the "Enabling template fields" feature in Jira. https://help.appliger.com/easy-templates-for-jira/enabling-template-fields-cloud
Check Video
https://www.youtube.com/watch?v=AaCNAomU2fw
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Currently, native Jira Action Items are not yet supported by this app, but we’re working on it and will have a fix soon. In the meantime, try our free app: Easy Action Items – Checklist Templates and Automation! It allows you to create and manage reusable native Jira Action Item templates, apply them manually, or automate their addition based on various conditions—such as issue creation, updates, or labels. 🚀 |
Jira Server and Data Center Instructions
You need to have a Jira issue created first so that you can save it as a Jira Template
Go to your Jira issue
Open "More" Menu
Click “Save as Template”
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Set Template Name
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Click "Create"
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Conclusion
By following these steps, you can efficiently create Jira Issue Templates in Jira with Easy Templates app, enhancing your project management and workflow automation. These templates can save time and ensure consistency across similar tasks and issues.
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