Apps documentation
Issue Templates for Jira
Server/Data Center Cloud
Issue Templates for Jira

Server/Data Center

Cloud

8.x
7.x
FAQ
Release notes
Last updated Sep 3, 2020

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 only copy values into selected fields or create a complex structure of issues, including linked epics with stories and sub-tasks.

Info

Templates get created in the Template Repository (TEMP) - a standard Jira project that appears right after installing Issue Templates for Jira. Read more about it here.

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 (TEMP).
  3. Choose Template as the Issue Type.
  4. Fill in the Summary and Description fields.
  5. Click Create.
Issue Templates for Jira - Create a template
Issue Templates for Jira - Create a template

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

Issue Templates for Jira - Create a template
Issue Templates for Jira - Create a template

Result The template is ready to be used.

Next steps

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

  1. Manage the template’s settings it in the Issue Templates Details panel.
  2. Improve the template’s contents in the extended issue view. Click the template’s issue key in order to get there.
Issue Templates for Jira - Issue Templates Details
Issue Templates for Jira - Issue Templates Details

Edit a template

Learn how to edit an existing template

You can make changes to your templates at any time, you just need to have the Edit issue permission. Read more about permissions here.

Note

Changes won’t be applied to issues previously created using the edited template.

Steps

To edit a template:

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

    Issue Templates for Jira - Edit a template
    Issue Templates for Jira - Edit a template
  2. Click Edit and update your chosen fields.

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

    Issue Templates for Jira - Edit a template
    Issue Templates for Jira - Edit a template
Tip

Editing mode allows you to add variables to your template. Read more about it here.

Link templates

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 their relations will look like this:

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

Need help?

If you can’t find the answer you need in our documentation, raise a support request*.

*Include as much information as possible to help our support team resolve your issue faster.