How to save and track time in Jira Software? Watch our joint webinar with Tempo!

Issue Templates for Jira

Jira Server
HOSTING
Last updated Oct 26, 2018

Create a template

This section provides information on how to create a new template.

Template is a regular Jira issue, created in templates repository TEMP (set as default by Issue Templates).

Note

Templates repository is also a standard Jira project that appears right after installing Issue Templates for Jira. You can change default repository at any time. Read more here.

Steps

To create a template:

  1. Click Create at the top of the screen to open the Create issue dialog box.
  2. In the Create Issue dialog box, select:
    • Template repository project: Templates (TEMP).
    • Issue Type: Template.
  3. Click Create.

4. Go to the Templates project and choose newly created template.

Result

Your new template is a draft now. As a new panel ‘Issue Template Details’ appeared, you can refine the template, before it is visible for users.

Tip

Templates can be linked with each other, as it happens in regular Jira issues. For example, you can link TEMP-1 Employee onboarding with TEMP-2 Employee information. While creating an issue from template (TEMP-1), this relation will not be visible. There will be no additional linking with TEMP-2. See the table below:

Template Linked with Template 2 Linked with
TEMP-1 TEMP-2 TEMP-2 TEMP-1
ISSUE-1 ISSUE-3
ISSUE-2 ISSUE-4

After creating issues from templates:

Issue created from TEMP-1 Linked with Issue created from TEMP-2 Linked with
ISSUE-5 ISSUE-1 ISSUE-6 ISSUE-3
ISSUE-2 ISSUE-4

Template’s visibility

All Templates are available and active by default. You can decide about template’s visibility in:

  • Availability tab
    You can enable template for all users or disable to save template for later, by using a toggle in Issue Templates Details > Availability.
Note

Availability tab allows to limit the usage of template to selected projects, project’s categories, issue types, screens, groups, users or current user languages. Read more about Availability here.

  • Publish transition in templates repository project workflow.
    After app installation, dedicated workflow is added to the Templates Project.
    Issue Templates allows to add special post function Disable/Enable Template. It decides after which workflow transition our new template will be visible and ready to use. By default, post function is added to the Publish transition.
example
If you disable newly created templates in Default Availability, but set Disable/Enable Template post function to a Publish transition, your templates will be enabled as soon as you click “Publish” on workflow. Even though you turn off templates in Default Availability configuration, Disable/Enable Template turns them on when Template passes particular transition. Issue Templates workflow can be customised at any time.

Issue created from template

You can see which template was used to create an issue.

Go to the newly created issue > Details section. Template’s name is displayed in Template tab.

Issue Templates Details

This section allows user to customise a new template. Issue Templates Details are described in Template details.

Jira Service Desk

As a Jira Service Desk user, you can easily apply templates on the Customer Portal (in particular request types). Find more Service Desk information here.