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
- 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
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
- 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