Apply Template

Applying pre-defined templates to existing issues in Jira can significantly streamline your workflow. The Easy Templates for Jira Data Center app simplifies this process, allowing you to quickly update issues with standardized information. Follow these steps to apply a template to an existing issue in Jira Cloud!

Instructions

• Go to your Jira issue

• Open "More" menu

• Click the "Apply template" menu item

• Choose the template from the given list and click “Apply”

• Then Jira Issue will be updated. Data will be overridden by field values from Template.

  • Note: if you don’t want your target issue values to be replaced - go to Manage Template and disable all irrelevant fields

• Subtasks will be auto-populated with the "Apply" method as well

  • Note: if you don’t want subtasks to be added -go to Manage Template → Template Details → disable option “Create child issues and subtasks”

Additional Tips

• Customize Templates: Consider customizing your templates to better suit different types of issues.

• Frequent Review: Regularly review and update your templates to ensure they remain effective and relevant.

• Training: Ensure your team is familiar with how to use templates for maximum efficiency.

By utilizing the Easy Templates for Jira app effectively, you can enhance the functionality and efficiency of your Jira instance, leading to smoother project management and team collaboration.