Manage templates

Steps

1. Click on the Apps in the top bar, choose Issue Scheduler

2. The Templates section is active by default

Result

A templates list is presented. You should see a similar list as below.

Type of templates

Scheduled Templates provides three types of templates: private, public, and cross-project. They are described on a dedicated page.

Table actions

Above every list of templates (except Cross-project), you have some options to manage this list.

• You can group templates by: Project (it’s default option), Availability, Owner, Status, and Trigger type.

• It's possible to filter by this list, and search in Template name and description - it’s really helpful if the list of templates it’s very very long.

• By default all columns are available, but you can change it and hide some of them if they’re not needed. The selection is saved for each user for the next visit on that page.

On the template's table, you can find information like template name, owner, a link to the last created issue, time for next execution (if exists).

Actions for template

Every row in the table represents one template. Under three dots icon, you can find a menu with options to manage the template.

• Edit template: You can edit it if you're an owner or you have permission to perform this action.

• Change ownership: It’s especially useful if the owner of this template is deactivated or removed from Jira, and you want to give access to this template a new person.

• Duplicate: It's great to use if you want to create a similar template to the existed one. It can save our time. You don’t have any special permissions to do it.

• Remove template: Remember that removing template doesn’t mean that you remove issues created from this template.

Manually create an issue from the template

All templates can be executed manually by clicking on the Play icon on the selected template row.

Change status

Each template has one of the statuses described below. They are used to explain what is going on with a particular template. By default, the newly created template has Active status.