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Issue Templates for Jira
Cloud Server/Data Center
Issue Templates for Jira

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Server/Data Center

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Migration to Cloud
Last updated Apr 12, 2025

Create from template

This chapter provides information about the Create from template feature available on the Jira create screen.

Create from template - Jira issue create screen

Issue Templates for Jira Cloud allows to select and apply templates directly on the native Jira create screen. With this feature users can intuitively use previously-created templates from repositories. See the configuration below for details.

Before you start

Info

Make sure you have configured a template that is available for the project you want to use and you have admin permissions.

This method doesn’t apply to team-managed projects. See the Team managed projects chapter for detailed instructions.

UI modification doesn’t support Jira Service Management projects yet. To apply a template in such a project use the create from template button in that project instead of applying the template to the native create screen. UI modification doesn’t support the Create linked work item screen due to Atlassian limitations.

For a list of supported fields for this method, see table.

  1. Navigate to Apps>Modification & field on create screen.
  2. Enable the toggle
  3. Select projects you want to add the template field to. Selected projects will have the template selection field added to the create screen.
    Write user stories
    Create from template view

Steps

Try live demo:

  1. Click the Create button as you would create any other Jira issue.

  2. Select Template source and Template from the template field added by the app. These are the templates stored in a Repository that is available for this project.

    Write user stories
    Create from template view
    Info

    If you can’t see this field, follow these steps:

    Write user stories
    Create from template view

  3. Click Confirm and if your template contains Dynamic Variables, fill them accordingly.

    Write user stories
    Create from template view

  4. Fill the fields that are configured in your template.

  5. Click Create, applying a template will continue and other issues (including sub-tasks, links) will be generated based on your template data.

Tip

If you navigate to your template and click the Usage reports tab you can see the status of your issue creation process.

Write user stories
Create from template view

Visibility

To select which user groups can use the Create from Template feature follow instructions in the Global configuration chapter.

Match issue types

You can check the Match issue type box to narrow down templates that only match the currently selected issue.

There are three steps, used by the Issue Templates for Jira app, to match issue type from template with issue that will be created from it:

  • By ID - app picks an issue type in the target project with the same ID as set in template. If there’s no match, then it looks:
  • By name - useful for team-managed projects, where issue types are local and always have different ID as against other projects
  • By type - useful for subtasks; if there’s no match in previous steps, then the ITC app picks the first found subtask type from the target project