| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
Need instructions for Easy Templates for Jira Cloud? Click here. |
Here you will learn how to Manage Jira Issue Templates in Easy Templates for Jira Data Center app
| Table of Contents |
|---|
See also
| Child pages (Children Display) |
|---|
Jira Cloud Instructions
| Note |
|---|
This option is available for users with the System or Project Administrator role only |
For System Admins
To manage saved Templates. Follow the steps:
Go to your Jira Cloud instance
On the top menu: Apps → Manage your Apps → find “Easy Templates for Jira” section on the left side bar ➔ Manage Templates
or type on your keyboard "gg" and call "quick access popup"
when you can type "Manage Templates"When navigated - a list of available templates will be shown
You can Edit, Delete, and Sort templates
Use “…” 3 dot menu for additional actions
Click on the template name to enable/disable fields, turn on/off child issues creation, or change the content of Parent/Child issues
| Info |
|---|
Check the following links for better understanding Template Editing abilities on Jira Cloud
|
| Widget Connector | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
...
Go to Project Settings → Apps → Easy Templates
Manage templates: change templates’ fields, scope, delete, copy templates from there.
...
| Info |
|---|
Note for archived projects If the Project, which issue was a source for a Template, was removed from the instance then the Template might be broken for editing and hidden from using while new issue creation. |
...
Click “Create Template”
Chose issue to use as a Template source
...
Instructions
| Info |
|---|
Since DC version 2.3.0 , Manage Templates permissions has been restricted to certain roles. |
| Note |
|---|
This option is available for users with the System or Project Administrator role only |
...
For System Admins
To manage saved Templates. Follow the steps:
Go to your Jira Data Center instance
Click Cog COG Icon near the Account icon ➔ Manage apps → Easy Templates ➔ "Manage templates"
When navigated - a list of available templates will be shown
You can do the same scope of work as for Jira Cloud templates
For Project Admins
Go to Project Settings → Apps → Easy Templates
...