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).
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.
To create a template:
- Click Create at the top of the screen to open the Create issue dialog box.
- In the Create Issue dialog box, select:
- Template repository project: Templates (TEMP).
- Issue Type: Template.
- Click Create.
4. Go to the Templates project and choose newly created template.
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.
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.
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.
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.