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Issue Templates for Jira

Jira Cloud
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Last updated Mar 20, 2018

Templates for epics

This page provides information how to create templates for epics.

Create a template for epic

Steps

To create a template for epic:

  1. Click + icon on the global sidebar. The Create issue dialog box appears.

  2. Check if you can choose Epic Issue Type. If yes - go directly to the step 7.

    Issue Templates for Jira Cloud: create issue screen - configure fields
    Create issue screen - configure fields

  3. If you do not have Epic in Issue Type select, go to the Project settings in the Templates repository project and select Issue types

  4. Click Actions
    a. Select Edit Issue types option.

    Issue Templates for Jira Cloud: Edit Issue Types
    Edit Issue Types

  5. Put Epic to Issue Types for Current Scheme in the table on the bottom of the page by drag and drop.

  6. Click Save.

    Issue Templates for Jira Cloud: Edit Issue Types
    Edit Issue Types

  7. Come back to the Create issue screen.

    a. Add field Epic Name to the Create Issue screen by clicking Configure fields.
    To do this, follow the steps in Add field Template to the Create issue screen, only instead of “Template”, add field “Epic Name”.

    b. Then configure the following (at least):

    • Issue Type: Epic
    • Summary: Type Summary of the template
    • Epic Name: Type Name of the Epic.
  8. Click Create.

    Issue Templates for Jira Cloud: Templates for epics
    Templates for epics

  9. Template is created. Now it is necessary to complete details of the template.

    a. Template name is the same as the summary of the issue.

    b. In the field Scope there is a scope set for default in the Scopes page. Now you can change the scopes for this template.

    c. Switch toggle if you want to copy Sub-tasks in the template or keep it off if not.

    d. After making changes, click Save.

    Issue Templates for Jira Cloud: Templates for epics
    Templates for epics
    Result
    Template is created.
    Issue Templates for Jira Cloud: Templates for epics
    Templates for epics

Create issues in the epic

Steps

To create issues in the epic template:

  1. Click + icon on the bottom of the Epic template screen.
    Issue Templates for Jira Cloud: Create issue in epic template
    Create issue in epic template
    Create issue in epic screen appears.
  2. After filling the fields, click Create.
    Issue Templates for Jira Cloud: Create issue in epic template
    Create issue in epic template

Result
Issue in the epic template is created.

Issue Templates for Jira Cloud: Create issue in epic template
Create issue in epic template

Info

No additional configuration is required to use the template with Epic issue type. Just use Button Create from template and select proper template.

Need help?

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