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.
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 |
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. |
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.
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
