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Need instructions for Easy Templates for Jira Cloud? Click here.

Follow these best practices to maximize efficiency, maintain clarity, and ensure a smooth experience when using Easy Issue Templates for Jira Data Center.

  1. Define Only the Relevant Scope

    • Keep templates focused on specific use cases to avoid clutter.

    • Although our app supports global templates, it's best to create tailored templates for specific projects, issue types, or teams to ensure relevance and improve usability.

    • Enable Only Needed template Fields to keep issues concise, reliable, and fault-free.

  2. Use Clear and Consistent Naming

    • Name templates in a way that clearly describes their purpose (e.g., “Bug Report - Critical” instead of just “Bug Template”).

    • Use prefixes or categories if managing multiple templates (e.g., “Dev - Feature Request” vs. “Support - Incident Report”).

  3. Leverage Dynamic Variables for Flexibility

    • Use dynamic variables <<variableName>> for templates that require contextual data instead of static values.

    • Ensure templates remain adaptable to different users and scenarios.

  4. Keep Descriptions Clear and Actionable

    • Write clear instructions in the issue description to guide assignees.

    • Use Markdown formatting to highlight key details, steps, or links.

  5. Regularly Review and Update Templates

    • Audit templates periodically to remove outdated ones and improve clarity.

    • Adjust fields and content based on evolving team needs and feedback.

  6. Manage Access and Permissions Wisely

    • Restrict template editing rights to prevent unwanted modifications.

    • Share relevant templates with the right teams or users to maintain efficiency.

  7. Train Your Team for Maximum Adoption

    • Provide documentation or internal guides on how to use templates effectively.

    • Organize short training sessions to onboard team members.

    • Ensure team members know where to find templates and how to apply them.

    • Share our (AppLiger’s) contact details for support in case of questions or issues.

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