Easy Issue Templates for Jira streamline workflow by pre-defining fields for similar issues or tasks. Our new feature also enhances this functionality by allowing users to set template visibility and usage scope either globally or for specific projects. This guide will walk you through how to set the scope for your templates, ensuring that they are used effectively and efficiently in your organization.
Step 1: Creating a New Template
First of all - you need the Template created. Read how to do it here
No need to save the template it’s saved automatically
Note: if the template scope set to “Selected Projects” but no actual project set - then the Scope shown as “Invisible” and the user template won’t be able to use the template anywhere.
Setting the correct scope for your template is crucial for efficient workflow management. Global templates are ideal for standard processes across the organization, while project-specific templates cater to the unique needs of individual projects. By correctly setting the scope, Easy Templates for Jira ensures that the right templates are available to the right teams at the right time.
Regularly review and update your templates to ensure they stay relevant.
Train your team on how to use and benefit from these templates.
Monitor the usage of templates to understand their impact and utility.
By following these steps, you can effectively set up and manage templates in Easy Templates for Jira, enhancing the efficiency and consistency of work within your organization.