Managing Templates

Managing Templates

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

You must be a System Administrator or Project Administrator to perform these actions.

Instructions

For Project Admins

  • Navigate to Project

  • Go to Project Settings → Apps → Easy Templates

  • You can Edit, Delete, and Sort templates

  • Use “…” 3 dot menu for additional actions

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

    3. Customize templates.png

Check the following links for better understanding Template Editing abilities on Jira Cloud

 

Note for archived projects

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.

 

See also