Here you will learn how to create a new issue from Jira template with Easy Templates for JIra app.

Instructions

You have 2 options: Create or Prefill new issue flows within Easy Templates app's Screen.

Common Initial Steps

1. Access the Templates Menu

   • Navigate to your Jira instance.

   • Click on the "Templates" option in the Project navbar. Move menu item for better usability.

• Alternatively, go to "Apps" in the top header menu and select "Templates".
  Old Jira Navigation:

  

  New Jira Navigation:

  

2. Select Project and Issue Type

   • On the Templates page, choose the appropriate Project and Issue Type for your new issue.
     

     

3. Choose a Template

   • Select the desired Template from the list provided.

4. Fill in Template Variables (If Applicable)

   • If the template contains variables (e.g., <<Event Name>>), a prompt will appear for you to enter the required values.

Option 1: ”Create” flow

Use Case: Ideal for templates that include child tasks and when you want to create an issue without additional modifications.

1. Finalize Issue Creation

   • Click "Create" to generate the new issue.

     

   • All fields will be automatically populated based on the template.

   • Any sub-tasks or child issues defined in the template will also be created.
     

     

Option 2: Prefill New Issue Flow

Use Case: Suitable when you need to modify or review the issue content before finalizing its creation.

Steps:

1. Initiate the Prefill Process

   • click the "Prefill" button.

2. Modify Prefilled Content

   • The Jira Create Issue page will open with fields pre-filled based on the template.

   • Here, you can adjust any fields as necessary before proceeding.

3. Finalize Issue Creation

   • Click "Create" to generate the issue with your modifications.

   • Any sub-tasks or child issues defined in the template will also be created.
     

• Adjust fields and click “Create”

• Then the issue with all child or subtasks will be created!