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 |
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For System Admins
To manage saved Templates. Follow the steps:
Go to your Jira Cloud instance
- Jira Software ➔ Settings ➔ Add-ons ➔
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
Note Check the Enabling template fields. Cloud for better understanding Template Editing abilities on Jira Cloud
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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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For Project Admins
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
Jira Server and Data Center Instructions
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This option is available for users with the System Administrator role only |
There's a slight difference in Template Management between Server and Cloud versionversions.
Go to your Jira Server instance
Jira Software ➔ Projects ➔ "Manage templates"
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When navigated - a list of available templates will be shown
You can
Edit, Delete, Sort templates
- Add, Edit subtasks
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do the same scope of work as for Jira Cloud templates
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