Manage Templates

Jira Cloud Instructions

This option is available for users with the System or Project Administrator role only

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, Sort templates

Check the Enabling template fields. Cloud for better understanding Template Editing abilities on Jira Cloud

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


For Project Admins

Go to Project Settings → Apps → Easy Templates

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

 

Note

If the Project, which issue was a source for a Template, was removed from the instance then the Template might be broken for editing and hidden from using while new issue creation.

 

Jira Server and Data Center Instructions

This option is available for users with the System Administrator role only

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

  • Go to your Jira Server instance

  • Jira Software ➔ Projects ➔ "Manage templates"

 

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

  • You can Edit, Delete, Sort templates



  • Add, Edit subtasks