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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

Part 1: Saving a Template from an Existing Issue

  1. Start with an Existing Issue:

    • Ensure you have a Jira issue already created, as this will form the basis of your new template.

  2. 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

  3. Configure the Template:

    • Set the template name in the prompted field.

    • Click "Create" to save the template.

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

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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

Part 2: Creating a Template from an Existing Jira Issue

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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 Cloud. https://help.appliger.com/easy-templates-for-jira/enabling-template-fields-cloud

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

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