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Field Name

Description

Template Name *

Unique name, up to 59 characters long, case insensitive.

Icon

Themed icon for a Template

Description

Short Template description, up to 256 characters long.

Tag

Add the Template for categorization the Template.

Choose way to create Template *

  • from scratch - Build a new, custom template starting with no predefined content or structure

  • from existing issue - Use a pre-existing Jira issue as the basis to create a new template

  • from Hierarchy Node - Use a specific hierarchy node within as the foundation for a new template

Scope

Restricts the Template visibility. The Template will be available only in projects and issue types specified in the Scope for each user that has access to projects that were listed in Scope and has one of the groups that were defined in the scope.

If the Scope wasn't selected - by default was used GLOBAL scope

Available for

Restricts users who can use the Template.

Owner

  • only the owner of the Template will be able to apply the Template

Scope

  • any users that have access to projects that are selected in the Scope will be able to apply the Template.

* - The fields are required

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This feature can simplify workflow by utilizing ready-made Templates, tailored for various departments. Multiple Preinstalled Templates can be created at once.

How to Access Preinstalled Templates:

  1. Open the ‘Manage Templates’ page.

  2. Click the ‘Set Preinstalled’ button.

  3. Click on the ‘Departments’ field.

  4. Select any available Templates that need to be created.

  5. Click the ‘Create’ button.

    image-20240124-232912.png

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