Create template
Read how to configure the Issue Templates Agent for Jira app
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 global permission. You can expand permissions for other users. Read more here.
All templates are configured and managed in the global configuration.
How to access app configuration?
Steps
To find the page with app configuration:
Log in to your Jira instance.
Click Apps in the top navigation.
Select Issue Templates Agent.
Result 🎉
You’re on the page with app configuration. Let’s create your first template 👇
Create templates
If you need inspiration on what tasks can be a template, check out the page in our documentation.
Steps
To create a template:
Click Create template.
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.
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.
Enabled / Disabled – 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.
Save the template.
After selecting project and issue type(s). Remember to click + Add to the list.
💡 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: Supported fields.
Result
You’ve created a template. Now your users can apply them to their issues and speed up issue creation 🎉
If you chose a simple template structure, go 👉 here 👈
If you chose an advanced template structure, go 👉 here 👈
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