Create templates
Info
Quick Reminder:
In Jira, specific issue types are assigned to following levels:
(1) Epics
(0) Standard Issue Type (tasks, stories, bugs)
(-1) Subtask Issue Type (subtasks)
More about issue type hierarchy can be found here.
The user can create templates at 3 levels:
- Basic:
- Choose issue type from any level, but only one issue can be created.
- Simple:
- This is a 2 level hierarchy, where you can choose 2 issue types: either from 0 and -1 levels or level 1 and 0.
- Advanced:
- This is a 3 level hierarchy, where by default the first level is epic.
Caution
Remember that in order to configure and create templates, you must be logged in as a user with the Jira Administrators Global Permission. You can expand permissions for other users. Read more here.
How to configure the templates?
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All templates are configured and managed in the global page under Apps.
- Log in to your Jira instance.
- Click Apps in the side navigation.
- Select Issue Templates Agent.
In the next pages, we will be going into the details of creating templates - from the basic ones to the advanced structures.
If you need inspiration for your first template, check out our ready-to-use examples.