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

Cloud

Server/Data Center

Version 8.x
Version 7.x
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Last updated Feb 22, 2022

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.

Info

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

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

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.

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

Next steps

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

  1. Manage the template’s settings it in the 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.
Jira Issue Templates - Issue Templates Details
Issue Templates for Jira - Issue Templates Details

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.

    Jira Issue Templates - 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.

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

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

Jira Issue Templates - Click the Edit template button to open the Jira Edit issue screen
Issue Templates for Jira - Click the Edit template button to open the Jira Edit issue screen

Result

Changes are applied to the template.

Note

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

Need help?

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