How to make the best out of templates? We have collected some of the best practices below.
Clearly define and create templates for common types of issues or projects in your organization. Templates should include necessary fields. Make sure to add all specific information relevant to the issue or project type.
Use standardized naming conventions for your templates to make it easy for Jira users to find and select the right template. Include a clear description in the issue template name to convey its purpose.
Include only the necessary and relevant fields in your templates. Too many fields can be overwhelming and may lead to confusion.
Set appropriate permissions and restrictions on templates to control who can create or modify them. Ensure that only authorized users can modify or delete templates to maintain consistency.
Keep it simple. If you can, reuse templates for multiple projects instead of duplicating them.
Organize issue templates into categories based on project type, department, or any other relevant criteria. Make use of Jira's template categorization features to simplify template filtering.
Before making templates available to users, thoroughly test them to ensure they work as intended. Check for any issues with mandatory fields, and default values.
If a lot of things change quickly in your organization, be sure to evaluate templates so that they are up to date.