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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
  2. Create Templates

Simple

Let's take your templates a step further and add subtasks.

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Last updated 4 days ago

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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 Simple structure.

  1. The new page is where you edit the Parent and Child templates.

    1. Switch between the tabs to configure both levels.

    2. Child templates can be configured once project and issue type have been added to the Parent template.

  1. Each tab allows you to configure the following aspects of templates:

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

    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.

    5. 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.

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. Once finished, save the template.