Create a template

Learn basic facts about templates

Template is a Jira issue that can be replicated any number of times. It allows you to copy the fields and their contents into new issues you create. Depending on your needs, it can copy values into selected fields or create a complex structure of issues, including linked epics with stories and subtasks.

First thing you’ll need to know, is how to create and edit a single template.

Steps

To create a template:

1. Click Create at the top of the screen to open the Create issue screen.
2. In the Create Issue dialog box, select the Template Repository project - the default repository is called Templates.
3. Choose Template as the Issue Type.
4. Fill in the Summary and Description fields.
5. Click Create.

Result

The template is ready to be used.

Tip

You can create a template by using the plus icon in the Template Navigator, too. This way the Template Repository project is already chosen.

Advanced settings

There are two ways you can further refine your new template:

1. Manage the template’s settings it in the Template configuration panel.
2. Improve the template’s contents in the extended issue view. Click the template’s issue key in order to get there.

Edit a template

You can make changes to your templates at any time, you just need to have the Edit issue permission. See the Permissions chapter for more information.

Steps

To edit a template:

1. Navigate to the template issue you would like to edit and click the template’s issue key.

   

2. Click Edit and update your chosen fields.

3. Click Update at the bottom of the page to save the changes.

   

Tip

You can also click the Edit template button. It will open the same Jira edit issue screen:

Result

Changes are applied to the template.

Related topics

• Use cases with more examples
• Templates for large structures of linked issues
• Adding variables to a template
• Turning an existing issue into a template
• Configuring user notifications