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Need instructions for Easy Templates for Jira Cloud? Click here. |
Applying pre-defined templates to existing issues in Jira can significantly streamline your workflow. The Easy Templates for Jira Data Center app simplifies this process, allowing you to quickly update issues with standardized information. Follow these steps to apply a template to an existing issue in Jira Cloud!
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Jira Cloud instructions
Step 1: Accessing the Apply Template Feature
Locate the Issue: Navigate to the issue you wish to update.
Open the Issue Menu: Click on the "•••" (More) icon at the top-right of the issue view.
Select "Apply Template": From the dropdown menu, find and click on “Apply template”. This opens the template application interface.
Step 2: Choosing the Right Template
View Available Templates: A list of templates will be displayed. These templates are based on the scope you or your team have set—either global or specific to your project.
Select a Template: Browse through the available templates and select the one that fits your needs for the current issue.
Apply the Template: After selecting the appropriate template, click on the “Apply” button. This action will start the process of updating the issue with the template’s predefined fields and data.
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Step 3: Confirming the Update
Review the Changes: Once you click “Apply”, the issue will be automatically updated with the data from the chosen template. Take a moment to review the changes to ensure that all information is accurate and relevant to the issue.
Finalizing the Update: If the updated information is correct, no further action is needed. If adjustments are required, you can edit the issue manually as usual.
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Jira Server and Data Center instructions
Instructions
Go to your Jira issue
Open "More" menu
Click the "Apply template" menu item
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Choose the template from the given list and click “Apply”
Then Jira Issue will be updated with data from the TemplateOn Server instances - . Data will be overridden by field values from Template.
Note: if you don’t want your target issue values to be replaced - go to Manage Template and disable all irrelevant fields
Subtasks will be auto-populated with the "Apply" method as well
Conclusion
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Note: if you don’t want subtasks to be added -go to Manage Template → Template Details → disable option “Create child issues and subtasks”
Additional Tips
Customize Templates: Consider customizing your templates to better suit different types of issues.
Frequent Review: Regularly review and update your templates to ensure they remain effective and relevant.
Training: Ensure your team is familiar with how to use templates for maximum efficiency.
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