Create and use templates

You will learn here how to create and configure your templates in order to use them efficiently for creating repetitive tasks in Jira.

Create and configure a template

A template is a pattern that will allow you to create similar work items with no need to create new ones from scratch. Such a template will automatically fill fields in a newly created work item when selected by a user.

There are no limitations according to template’s structure or complexity level. Issue Templates for Jira app copies Epics, Sub-tasks and Initiatives. You can even copy work item links and create new work items from linked templates.

For details, navigate to Template Configuration.

Steps

1. To create a template go to the Templates repository and simply create a work item there.
2. You can then further configure the template, see the live demo below.

Create work item from template

You will learn here how to create a work item based on your templates.

Steps

1. Click the Create button as you would create any other Jira work item.
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 space.
3. Click Confirm.
4. The template will be applied to the create screen, fill the remaining fields.
5. Click Create and your work item based on the template will be created.

For details, see create from template.

Apply template to existing work item

Apart from creating new work items from templates, you can also apply a template to an existing work item. In the work item view go to the Actions menu and click Apply template.

For details, see Apply template.