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Our Templates function as blueprints for existing Jira Issues or SIT Hierarchies, providing a formal framework for your projects. You can create templates from the Manage Templates page or the Jira issue View page.

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  1. You will be redirected to the Manage Templates page, where you can find an “Add Template” button.

  2. When you click the “Add Template” button a dialog appears, where you have to select the method of creating a Template and filling necessary fields.

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Fields in the Create Template dialog:

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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  1. Open the Manage Templates page

  2. Click the ‘Add Template’ button

  3. Enter the Template name

  4. Select the ‘from scratch’ option in the ‘Choose way to create Template:’ section

  5. Select the Project and Issue Type

  6. Select the scope for restriction of usage for Template or leave this field empty. If the Scope field is empty - for Template will be applied to the GLOBAL scope, which has Global

  7. Enable the ‘Available only for owner’ checkbox if you want that only the owner of the Template will be able to apply the Template

  8. Click the ‘Create’ button

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  1. Fill in all fields that you want to include in the Template

  2. Click the ‘Create’ button

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Now the Template has been created and can be used.

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  1. Open the Manage Templates page

  2. Click the ‘Add Template’ button

  3. Enter the Template name

  4. Select the ‘from existing issue’ option in the ‘Choose way to create Template:’ section

  5. Select the Jira Issue from the list

  6. Select the scope for restriction of usage for Template or leave this field empty. If the Scope field is empty - for Template will be applied to the GLOBAL scope, which has Global

  7. Enable the ‘Available only for owner’ checkbox if you want that only the owner of the Template will be able to apply the Template

  8. Click the ‘Create’ button

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Now the Template has been created and can be used.

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  1. Open the Manage Templates page

  2. Click the ‘Add Template’ button

  3. Enter the Template name

  4. Select the ‘from Hierarchy Node’ option in the ‘Choose way to create Template:’ section

  5. Select the Hierarchy and Hierarchy Node from the list

  6. Select the scope for restriction of usage for Template or leave this field empty. If the Scope field is empty - for Template will be applied to the GLOBAL scope, which has Global

  7. Enable the ‘Available only for owner’ checkbox if you want that only the owner of the Template will be able to apply the Template

  8. Click the ‘Create’ button

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Now the Template has been created and can be used.

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  1. Open the Jira issue you want to save as a Template

  2. Click the More Menu button on the Jira Issue View screen

  3. Select the Create Template item in the dropdown list

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  1. Enter the Template Name

  2. Also, you can fill in Description, Tags, Scope fields, enable the Available only for the owner option

  3. Click the ‘Create’ button to finish the Template creation

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Now the Template has been created and can be used.

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  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.

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Now, the Preinstalled Template was created.

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