You’re viewing instructions for Easy Issue Templates for Jira Data Center. Looking for Cloud instructions? Click here
Here you will learn how to Manage Jira Issue Templates in Easy Templates for Jira app
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Jira Cloud Instructions
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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
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Check the following links for better understanding Template Editing abilities on Jira Cloud
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Go to Project Settings → Apps → Easy Templates
Manage templates: change templates’ fields, scope, delete, copy templates from there.
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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.When there are no templates yet - you will be offered to create your first one from the existing issues
Click “Create Template”
Chose issue to use as a Template source
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Instructions
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This option is available for users with the System or Project Administrator role only |
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For System Admins
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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
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Manage templates: change templates’ fields, scope, delete, copy templates from there.
See also
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