Basic

Let's start small - by creating a basic, one-issue template.

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.

Follow the interactive tutorial or the steps described below.

1. Access Issue Templates Agent by going into Apps and selecting the add-on.

2. Click Create template, which is found right above the table.

1. In the new window select Basic template.

1. The new page is a place, where you edit your template:

   1. (required) Add a name of the template.

      1. This name will show up as an option for selection in the Template field.

   2. Select Project(s) where the template will be used.

   3. Choose an issue type available in selected project.

   4. You can set the template as default in defined project and issue type.

How does setting a default template work? If the box next to the project and issue type in ticked off, the default template will be applied on the Create issue screen immediately after selecting the issue type. Thanks to this, the user won't have to select it manually. If you have already set a default template somewhere else, selecting a checkbox here will override the previous configuration.

1. You can enable/disable each template for use with a toggle in the top right corner.

   1. Disabling the template means that it won't show up in Create Issue view.

1. If you need more fields in your template, you can configure them in the Other Fields section. Check out which fields are supported here.

1. Once finished, save the template.