Create Issue from Template

Owned by Pavel Pavlovsky
Last updated: Mar 15, 2024
3 min read

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

Jira Cloud Instructions

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

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

Create flow

Use it for templates with child tasks and to streamline new issue creation.

  • Go to your Jira instance

  • Click “Templates” button on the left sidebar or click “X” button

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

  • Follow the process to choose and fill in all the necessary information

     

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

  • Click "Create"

  • A new Jira issue(s) will be created the all the fields are automatically filled

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

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 a modification to content is required prior to an actual new issue creation.

  • Go to your Jira instance

  • Click “Templates” button on the left sidebar or “Apps” → “Templates” in the main navbar or click “X” button

  • A modal window will be opened asking you to choose the proper Project, Issue Type, Template

  • Click "Prefill New Issue" button

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

  • Adjust fields and Create a new issue.

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

Jira Server and Data Center Instructions

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

Unlike in the Cloud version - now you can use only a 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 the following fields

  • Summary

  • Description

  • and the rest of the saved fields

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