Manage templates

This page provides information how to manage your templates.

You can manage your templates at any time. Simply navigate to Templates Repository > Space settings > Issue Templates and open Manage templates tab.

Edit

If you want to reconfigure a template, click the pencil icon. The configuration dialog opens up.

You can change following data:

In General tab:

• Template name
• Make template selectable
• Scopes
• Copy Subtasks

  

In Availability tab:

• Limit the usage of the template to selected spaces

  

In Advanced tab:

• Choose a space in which an issue is created when it’s used as a secondary template (for example, a story under an epic).

  

Clone template

You can clone a template easily by clicking the Clone icon. This feature creates an exact copy of this template and its structure in the same repository. It will also copy variables, scope and availability settings.

Once you click the Clone button, you can select one of the following options:

• Don’t copy any work item links
• Copy linked work items
• Recreate linked work items

  

Delete template

You can delete a template by clicking the trash icon. If you want to completely remove the template you need to delete the original work item that served as a template. Options from the Template select field will be cleared in every work item created from that template.

If you suspect that you might need this template in the future you can simply disable it to preserve it instead of deleting it. See the section below for details.

Disable template

If you don’t use the template anymore, you can switch it off. This operation is reversible and does not delete values in work items already created from that template.

There are two ways to disable the template:

1. Availability settings - leave the Availability select empty, so that the template is unavailable in all spaces

   

2. Use as a template toggle - simply switch it off to disable the template. The panel with template settings will collapse and corresponding option will disappear from the Template select field. Switching on the toggle will bring back the configuration.

   

Bulk edit

With bulk edit you can perform the following actions to multiple templates at once:

• Disable templates - disable a work item as a template, it’ll become a regular work item.
• Template selection - decide if templates should be available and selectable for users.
• Availability - assign templates to specific spaces or work item types.
• Target space - choose a space in which a work item is created when it’s used as a secondary template (for example, a story under an epic).
• Scope - decide which fields are copied from a template to a work item.

In a repository simply select templates that you wish to [1] edit and choose an [2] action that you want to perform.