Manage Templates

Here you will learn how to Manage Jira Issue Templates in Easy Templates for Jira app

See also

Jira Cloud Instructions

For System Admins

To manage saved Templates. Follow the steps:

• Go to your Jira Cloud instance

• On the top menu: Apps →  Manage your Apps → find “Easy Templates for Jira” section on the left side bar ➔ Manage Templates

• or type on your keyboard "gg" and call "quick access popup"
  when you can type "Manage Templates"

• When navigated - a list of available templates will be shown

• You can Edit, Delete, and Sort templates

• Use “…” 3 dot menu for additional actions

• Click on the template name to enable/disable fields, turn on/off child issues creation, or change the content of Parent/Child issues

  Open

  

For Project Admins

Go to Project Settings → Apps → Easy Templates

Manage templates: change templates’ fields, scope, delete, copy templates from there.

Open

When there are no templates yet - you will be offered to create your first one from the existing issues

1. Click “Create Template”
   
   

2. Chose issue to use as a Template source
   
   

Jira Data Center and Server Instructions

There's a slight difference in Template Management between Server and Cloud versions.

For System Admins

To manage saved Templates. Follow the steps:

• Go to your Jira Data Center instance

• Click Cog Icon near the Account icon ➔ Manage apps → Easy Templates ➔ "Manage templates"
  
  

• When navigated - a list of available templates will be shown
  
  

• You can do the same scope of work as for Jira Cloud templates

For Project Admins

Go to Project Settings → Apps → Easy Templates

Manage templates: change templates’ fields, scope, delete, copy templates from there.