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  1. Install the App

    • As System Admin - Install Easy Issue Templates from the Atlassian Marketplace.

      • Find “Easy Issue Templates” or

      • Go to Apps → Manage Apps → Find New Apps in Jira navbar menu

    • Ensure you have the necessary Jira permissions to manage templates.

  2. Create Your First Template

    • Navigate to Jira Issue → “…” dot menu → Save as template

    • or go to Manage Templates (see below) → click Create Template and import existing Jira issue to save as a template

    • Navigate to the saved template → adjust Summary, Description, other fields and dynamic variables if needed. Keep only relevant fields enabled.

    • Review and set visibility scope.

  3. Create Jira Issue from the template

    1. To create issues - navigate to Apps → Templates or Find “Templates” menu item in the project (sidebar/top) menu.

    2. Choose a target Project, Template.

    3. Review template’s structure, and fill in variables (if present).

    4. Choose “Prefill” or “Create” flow.

    5. Get your Jira issues created.

  4. Apply a Template to an existing Issue

    1. Open Jira Issue → “…” dot menu →Apply Template.

    2. Select a template and click Apply.

    3. The issue fields will be auto-filled based on the template settings and child issues created.

  5. Manage Templates

    1. As System Admin go to Apps → Manage Apps → Easy Templates → Manage Templates

    2. or as a Project Admin go to Project Settings → Apps → Easy Templates

    3. Organize templates based on projects, issue types, or teams.

    4. Regularly review and update templates to keep them relevant.

  6. Train Your Team

    1. Share documentation or provide a quick walkthrough.

    2. Ensure team members know how to apply templates efficiently.

    3. Contact support or Schedule a Call. We are always ready to help!(smile)

Check out our quick tutorial

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