Use a template to create issues

Read how easy it is for Jira users to apply an issue template from the Issue Templates Agent for Jira.

If you already created a ticket template, let's use it to create a Jira issue. Let's improve your workflow and project management and save time! 💪

👀 See an interactive demo on how to create a simple template with 2-level hierarchy

How to create a Jira issue with the issue template?

Issue templates can be used directly on the Create issue screen during issue creation.

This way, it's superbly fast to implement the template you need and use it on the issue.💨

You can create a template for each issue type assigned to a particular issue project.

🐾 Steps to use template on the create issue screen

To use a ticket template:

1. Click Create in the top Jira navigation (as you want to create a regular issue).

2. Click in the template field and select a template from the list.

3. Select the template you need. Change the issue type if you have to, and then the templates selected will adjust.

4. After selecting the issue template, fields will be filled automatically with data provided in the template.

5. If you choose a simple or advanced structure that expands more than one issue, remember to create only the parent issue. Child templates will be created automatically.

6. If you created a default template for a pair: project and issue type, after switching to that issue type, the issue template will be automatically selected and implemented.

Applying issue template on the issue

• Remember that the Summary and Priority fields cannot be empty (standard Jira behavior). Even if these values are not specified in the template, the user must enter them on the Create issue screen.

• The Assignee field will assume a value consistent with the permission configuration in Jira. The Issue Templates Agent for Jira app doesn't change the settings of Atlassian products.

• In the case of parent and child templates, you have to create only parent issues, and the rest will be created automatically.

Results ✅

1. After selecting the issue template, fields that were added to the template will appear on the Create issue screen.

2. You can always change the template body and make your adjustments. Any value in fields is editable even after selecting Template. Remember to click Create to save your issue.

3. You can't change the kind of structure after selecting it.

Remember that supported fields are limited! As we already support almost all of them, find a full list on this page: Supported fields.