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Jira Cloud Instructions

It's very Easy to create a new Jira issue using previously saved Template.

You have 2 options: "Create"  or "Prefill new issue" flows. Both have own benefits.

Create flow

Use it for templates with sub-tasks and if you want to streamline new issue creation.

  • Go to your Jira instance

  • Click “Templates” button on the left side bar

  • OR click Apps → "Templates" on a top header menu:

  • Modal window will be opened asking you to choose Project, Issue Type, Template

If you have added Variables in you template’s content (like <<Employee Name>> - you'll be asked to fill its values.

  • Click "Create"

A new Jira issue will be created immediately and pre-filled with following fields

  • Summary

  • Description

  • and rest of saved fields

Sub-tasks or child issues will be auto generated for corresponding issue containing own summary and descriptions

If no templates found corresponding to a selected issue type - then the error message will appear

You can use a hotkey to call the Templates selection dialog. Just press "x" being inside your Jira instance.

Prefill New Issue flow

Use it if modification to content required prior to a new issue actually creation.

Limited option

Sub-tasks will not be created automatically using this flow.


  • Go to your Jira instance

  • Click “Templates” button on the left side bar

  • Modal window will be opened asking you to choose proper Project, Issue Type, Template

  • Click "Prefill New Issue" button

  • You will be navigated to standard "Create Issue" dialog with values pre-filled from template

  • Adjust fields and Create a new issue.


Jira Server and Data Center Instructions

It's very Easy to create a new Jira issue using previously saved Template.

Unlike in Cloud version - now you can use only single "Create" flow. Check it out!

  • Go to your Jira instance

  • Open "Issues" menu

  • Click “Create from template” menu item

In order to see "Create from Template" menu item the user need to have a Global Permissions -> Bulk Change permission

  • Modal window will be opened asking you to choose Project, Issue Type, Template

  • Click "Create"

A new Jira issue will be created immediately and pre-filled with following fields

  • Summary

  • Description

  • and rest of saved fields

Sub-tasks will be auto generated for corresponding issue containing own summary and descriptions


For any questions or feature requests contact us via Customer Portal

Or drop us email support@appliger.atlassian.net









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