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Issue Templates Agent
Issue Templates Agent
  • Introduction
    • Welcome to Issue Templates Agent!
    • Template Examples
      • User Story Template
      • Bug Report Template
      • Test Plan Template
      • Employee Onboarding Template
      • Employee Offboarding Template
      • Helpdesk Template
      • Purchase Request Template
    • Best Practices
    • Additional Materials
  • Features
    • Create Templates
      • Basic
      • Simple
      • Advanced
      • Scheduled
      • Save Templates as Drafts
      • Variables
      • Supported Fields
    • Templates on Create Issue View
    • Templates on Issue View
    • Automation and REST API
      • Apply Template on Existing Issue
      • Create Issues with Structure from Template
      • Create New Projects with Issues
      • Schedule Issue Creation
    • Tracking Templates Usage
    • Company vs Team Managed Projects
    • Bulk Edits
    • Template Library
    • Audit Log
    • Import and Export Templates
    • Permissions
  • Resources
    • Security Statement
    • FAQs
    • Related Articles
    • Release Notes
    • Contact our Support
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  1. Features

Create Templates

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

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Last updated 1 month ago

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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 .

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 . You can expand permissions for other users. .

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.

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 .

here
Global Permission
Read more here
our ready-to-use examples
Finding Issue Templates Agent in the new navigation of Jira
Finding Issue Templates Agent in the previous navigation of Jira