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Issue Templates for Jira

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Last updated Oct 26, 2018

Use cases

This section provides information about possible use cases of Issue templates for Jira.

Among many examples of Issue templates application usage, we selected two most popular cases.

Employee onboarding

Templates for HR issues.

Hiring a new employee can be a complex process, requiring a lot of tasks. You need to remember about creating a new company account, new email address, electronic equipment, accesses and permissions to workspaces and many other activities. Why not to organise your onboarding tasks?

You can create a sample described in Onboarding chapter and use already prepared templates.

If you would like to work on your own templates, here is a short description of available options:

1.Template name

Title of the template is visible to other users. You can also add a category, which classifies your template.

Note

Category tab can help you with organising templates in case of having lots of them in the repository.

2. Set of fields

Decide which set of fields will be automatically filled on Create Issue screen (autocomplete) or copied by post function (copy).

Tip

Read more about Set of fields here.

3. Availability

Choose where your template is available. Do you have one or several HR projects in which your template should be visible? Or do you have few groups in which you would like to use it?

4. Use variables

It allows to create templates with dynamic or static placeholders. Dynamic variable can be filled in with values predefined by user. Static variables are filled in by system values.

Tip

Read more about variables here.

6. Create sub-task

You can create sub-tasks, with related activities to perform. Each sub-task can have its own assignee. See examples below.

Sub-templates have their own Set of fields, so that you can decide which fields are filled in automatically. Create conditions section defines in which transition the sub-task appears.

Tip

Read more about sub-tasks here.

7. Add Attachment

Your templates can have automatically added attachments. Make sure your workflow have Copy Values post function.

Tip

Check how to operate Copy Values here.

Canned Responses for Service Desk

Templates for Canned Responses.

As a Service Desk Agent, you may need help with sending repetitive, the same information as a reply. Why not to generate an automatic response, which appears as a comment on theparticular transition? It can be a message after creating or closing an issue.

Note

Before you start, add Template custom field to a proper screen. Remember about adding a screen to a transition in the workflow.

Steps

  1. Go to Set of fields in Template’s Repository Project settings.
  2. Click Add.

  3. Name your Set of fields.

    Your set of fields is empty now.
  4. Click Add to open fields list.

  5. Choose Comment from the drop down list and click Add.

  6. Go to the target template.
  7. Open Set of fields section.
  8. In Autocomplete, select set of fields from step 3.
  9. Fill in Comment tab with your canned response.

Result
Canned response comment tab appears on close transition.

Tip

Find more use cases in Copy sub-tasks and Availability chapters.