Templates on Create Issue View

How to put your templates to work? Find out below.

For your convenience, issue templates can be applied directly from 3 places - Create Issue screen, Add a Child issue and Add a subtask buttons.

Availability of templates on each screen depends on project and issue type to which the template has been assigned.

Remember that in order for the template to be visible, the toggle in template configuration screen has to be in enable mode.

Here, we will be exploring application of templates directly from the issue screen.

How to apply templates on the Create Issue screen?

1. Click Create in the top Jira navigation (just like creating a regular issue).

2. Select an issue type.

3. Click in the template field and select a template from the list.

   1. Choose the template you need. Change the issue type if you have to, and then the templates selected will adjust.

4. After selecting the issue template, fields will be filled automatically with data provided in the template.

   1. If you choose a simple or advanced structure that expands to more than one issue, remember that here, you are creating only the parent issue. Child templates will be created automatically.

   2. If you created a default template for a pair: project and issue type, after switching to that issue type, the issue template will be automatically selected and implemented.

Applying issue template on the issue

• Remember that the Summary and Priority fields cannot be empty (standard Jira behavior). Even if these values are not specified in the template, the user must enter them on the Create issue screen.

• The Assignee field will assume a value consistent with the permission configuration in Jira. The Issue Templates Agent for Jira app doesn't change the settings of Atlassian products.

• In the case of parent and child templates, you have to create only parent issues, and the rest will be created automatically.

1. Make adjustments if necessary. Any value in fields is editable even after selecting Template. Remember to click Create to save your issue.

2. You can't change the type of structure after selecting it.

Remember that supported fields are limited! As we already support almost all of them, find a full list on this page: Supported fields.

Support for Fix Version: if you have a version in the template which is archived, the template can't be applied on the Create issue screen. You have to go to the template configuration and remove this version.

Support for Component: if you have a component in the template which is removed from project, the Template can't be applied on the Create issue screen. You have to go to the template configuration and remove this component.