Links

Create template

How to create a new scheduled issue in Scheduled Templates
When creating a template, you have to go through a short wizard divided into steps listed below.
Step
Description
Basic info
Provide the basic information like template name or type.
Details
Fill the target project, issue type, and system & custom fields values.
Subtasks (optional)
Create a list of templates for subtasks.
Stories (optional)
Create a list of template for stories in case of epic template.
Planner
Plan when the issue(s) in the selected project will be created
System and custom fields are from the Create Issue screen configuration.

Steps

  1. 1.
    Click on the Apps in the top bar, choose Scheduled Templates
  2. 2.
    The Templates section is active by default. You should now see a list of templates
  3. 3.
    Click on the + Create template button
  4. 4.
    Provide template name, description (optional), and choose a template type​
  5. 5.
    Select template availbaility (Public, Private, Cross-Project)
    1. 1.
      Advanced options will appear for Private (and Cross-Project) types
  6. 6.
    Provide restrictions in the advanced settings (optional - only for Private and Cross-Project)
  7. 7.
    Select a project and issue type of newly created issue. Provide values for fields and custom fields​
  8. 8.
    Create subtasks or stories if needed
  9. 9.
    Trigger type: schedule a template using one of four options. They are described on this page in detail
  10. 10.
    Click on the Save button
When you select the cross-project template, the next steps in the dialogue have changed: the Planner option has disappeared. The changes are also in the Details step - let's get to it. As you can see, the form is simpler. Read more about this type of template on this page.

Result

A new template has been created. You can preview it on the template list.
​
Last modified 2mo ago