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Issue Templates Agent
Issue Templates Agent
  • Introduction
    • About Issue Templates Agent for Jira
      • Main features of Issue Templates Agent
      • Key benefits of using Issue Templates Agent for Jira
    • Template examples
      • User story template
      • Bug report template
      • Test plan template
      • New employee onboarding template
      • Employee offboarding template
      • Helpdesk template
      • Purchase Request Template
    • 📚 Glossary
  • Using app
    • Get started - app configuration 🚀
    • Create template
      • Create a simple structure with subtasks
      • Create an advanced structure with subtasks
    • Use a template to create issues
      • Use issue templates from issue view
    • Usage in Automation
      • Apply Template on existing issue
      • Create Issues with structure from Template
      • Create new projects with issues
      • Schedule issue creation
    • Manage templates
    • Permissions
    • Draft issue templates
    • Variables
    • Supported fields
    • ⭐️ Best issue templates practises
  • 💬FAQ
  • Featured articles
  • Known limitations
  • Security statement
  • 🤝Support
    • Book a free demo 📅
    • Request a bug 🐞
    • Share your ideas 💡
  • For Solutions Partners
    • Partner Portal
    • Our Partners 🫶
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On this page
  • How to access app configuration?
  • Create templates

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  1. Using app

Create template

Read how to configure the Issue Templates Agent for Jira app

PreviousGet started - app configuration 🚀NextCreate a simple structure with subtasks

Last updated 10 months ago

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If you prefer to watch not to read, enojoy a demo video 👇

For all of the following procedures, you must be logged in as a user with the Jira Administrators . You can expand permissions for other users. .

All templates are configured and managed in the global configuration.

How to access app configuration?

Steps

To find the page with app configuration:

  1. Log in to your Jira instance.

  2. Click Apps in the top navigation.

  3. Select Issue Templates Agent.

Result 🎉

You’re on the page with app configuration. Let’s create your first template 👇

Create templates

Interactive demo on how to create a basic template 👀

🐾 Steps

To create a template:

  1. Click Create template.

  1. Then, decide which template you need: basic, simple, or advanced.

Basic: you can choose one issue type from all levels (1 -epics, 0 -tasks/stories/bugs, -1 -subtasks). You create one issue.

Simple: you can choose issue types from 0 and then -1 levels. Create a structure with 2 levels.

Advanced: by default, the first level is epic, and then you can create whole 3-level hierarchies.

  1. On the first page, you can select:

  • Name - Name of the template (It's a necessary field).

  • Project(s) - The template will be used in projects (you can create one template for multiple projects). Only supported projects will be displayed: software and business company-managed projects.

  • Issue type(s) - Issue types match the ones selected in the Project.

  • Category - A label that will help you easily navigate through the template list to find the exact Template you are looking for.

  • Set this template as default for issue types - with this setting, any time you select Issue Type in which template was set as default, the template will be applied immediately.

  • Save the template.

After selecting project and issue type(s). Remember to click + Add to the list.

Result

You’ve created a template. Now your users can apply them to their issues and speed up issue creation 🎉

If you need inspiration on what tasks can be a template, check out .

– decide if you want to let your team use this template or if it is only a draft. If you disable the template, it won't show up to choose on the crate issue view.

💡 Add more fields you need, and define all the data to prefill with templates. You can find a full list of them on this page: .

If you chose a simple template structure, go 👉 👈

If you chose an advanced template structure, go 👉 👈

the page in our documentation
Enabled / Disabled
Supported fields
here
here
global permission
Read more here