Manage templates

Possible actions to be performed with the template

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).

Status	Description
active	The template is up and running. The issue will be created according to the provided schedule.
expired	All planned issues according to the provided schedule have been created. No new issue will be created automatically.
failed	An error occurred during issue creation. Creating new issues is disabled.
inactive	The template has been disabled. Issues will not be created from this template.

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.

Status	Description
active	The template is up and running. The issue will be created according to the provided schedule.
expired	All planned issues according to the provided schedule have been created. No new issue will be created automatically.
failed	An error occurred during issue creation. Creating new issues is disabled.
inactive	The template has been disabled. Issues will not be created from this template.

We recommend that you review the templates you have created from time to time and delete those unnecessary. This will help keep this page organized. For example, create a template for the recurring issue "Clean up the list of templates!". It will definitely help your memory that you need to do it.