Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents

...

Creating a Jira Issue Template is a straightforward process with the Easy Issue Templates for Jira app. This guide provides detailed instructions for Jira Cloud and Data Center users on how to save existing issues as templates, including setting the template scope and incorporating various fields.

Table of Contents

Jira Cloud Instructions

Save the template from the issue view

...

Part 1: Saving a Template from an Existing Issue

  1. Start with an Existing Issue:

    • Ensure you have a Jira issue

...

Go to your Jira issue

...

Open the top Right Menu

...

Click “Save Template”

...

    • already created, as this will form the basis of your new template.

  1. Access the Save Template Feature:

    • Navigate to your selected Jira issue.

    • Open the top right menu by clicking on the "•••" (More) icon.

    • Select “Save Template” from the dropdown menu.

      Save issue as template.pngImage Added

  2. Configure the Template:

    • Set the template name in the prompted field.

    • Click "Create" to save the template.

...

    • This new

...

  • Summary

  • Description

  • Subtasks (if present) with own summary and descriptions

Tip

Read how you can define what template fields should be used during new issue creation and what should be ignored using Enabling template fields. Cloud  feature

Note

Be advised that Linked issues are not supported currently and won’t be saved as a part of template.

Create template button

You can also create a new template by searching/importing already existing Jira issue

“Create template” button is present on the following screens and zero-states (when no templates are created yet):

...

Manage Templates

...

Create from template popup. Zero-state

...

    • template will include the issue's summary, description, and any subtasks (with their summaries and descriptions).

Part 2: Creating a Template from an Existing Jira Issue

  1. Find the Create Template Button:

    • The “Create template” button is available in various locations including:

      • Manage Templates screen.

      • Create from template popup (zero-state).

      • Apply issue popup (zero-state).

      • Get Started page.

...

  1. Create the Template:

    • Click “Create Template”


    Image Removed
  2. Choose the Jira issue, set the template’s name, and click “Create”

    Image RemovedImage Removed
  3. A new template would be created 🎉

    Image Removed
    • in any of the above locations.

      Image Added
    • Select a Jira issue as the source for your template.

      Image Added
    • Set a name for your template.

    • Click “Create” to finalize the new template. 🎉

      Image Added


Understanding Template Scope

The created templates will have a broad scope, capturing essential elements of the issue. For more detailed control over which fields are included or excluded in your template, refer to the "Enabling template fields" feature in Jira. https://help.appliger.com/easy-templates-for-jira/enabling-template-fields-cloud

Check Video

https://www.youtube.com/watch?v=AaCNAomU2fw

...

Jira Server and Data Center Instructions

Note

Available for Jira Site Admins and Jira Project Admins

You need to have a Jira issue created first so then that you can save it as a Jira Template

  • Go to your Jira issue

  • Open "More" Menu

  • Click “Save as Template”

...

  • Set Template Name

  • Click "Create"

...

Info

You can choose fields to be saved with Template. While issue creation they will be auto-populated.

...

Jira Server/DC. Known Issue

...

  • Then use your saved Jira issue template for new issue creation! 🚀

Conclusion

By following these steps, you can efficiently create Jira Issue Templates in Jira with Easy Templates app, enhancing your project management and workflow automation. These templates can save time and ensure consistency across similar tasks and issues.

Additional Resources

By utilizing these features, you can tailor your Jira environment to better suit your project management needs, ensuring a more streamlined and efficient workflow.

...

Insert excerpt
Support
Support
nopaneltrue