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What is Easy Issue Templates for Jira?

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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 Issues → “Create from template” menu item.

   2. Choose a target Project, Template.

   3. Review the template’s structure, and fill in variables (if present).Choose “Prefill” or “Create” flow.

   4. 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 documentationor 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!

Check out our quick tutorial

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