Create Templates

Before we create templates, let's get over some ground rules.

Quick Reminder:

In Jira, specific issue types are assigned to following levels:

(1) Epics

(0) Standard Issue Type (tasks, stories, bugs)

(-1) Subtask Issue Type (subtasks)

More about issue type hierarchy can be found here.

The user can create templates at 3 levels:

1. Basic:

   1. Choose issue type from any level, but only one issue can be created.

2. Simple:

   1. This is a 2 level hierarchy, where you can choose 2 issue types: either from 0 and -1 levels or level 1 and 0.

3. Advanced:

   1. This is a 3 level hierarchy, where by default the first level is epic.

Remember that in order to configure and create templates, you must be logged in as a user with the Jira Administrators Global Permission. You can expand permissions for other users. Read more here.

How to configure the templates?

All templates are configured and managed in the global page under Apps.

1. Log in to your Jira instance.

2. Click Apps in the side navigation.

3. Select Issue Templates Agent.

Finding Issue Templates Agent in the new navigation of Jira

Finding Issue Templates Agent in the previous navigation of Jira

In the next pages, we will be going into the details of creating templates - from the basic ones to the advanced structures.

If you need inspiration for your first template, check out our ready-to-use examples.