| Table of Contents |
|---|
...
You will be redirected to the Manage Templates page, where you can find an “Add Template” button.
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.
...
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. |
Add the Template for categorization the Template. | |
Choose way to create Template * |
|
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
Scope
|
* - The fields are required
...
Open the Manage Templates page
Click the ‘Add Template’ button
Enter the Template name
Select the ‘from scratch’ option in the ‘Choose way to create Template:’ section
Select the Project and Issue Type
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
Enable the ‘Available only for owner’ checkbox if you want that only the owner of the Template will be able to apply the Template
Click the ‘Create’ button
...
Fill in all fields that you want to include in the Template
Click the ‘Create’ button
...
Now the Template has been created and can be used.
...
Open the Manage Templates page
Click the ‘Add Template’ button
Enter the Template name
Select the ‘from existing issue’ option in the ‘Choose way to create Template:’ section
Select the Jira Issue from the list
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
Enable the ‘Available only for owner’ checkbox if you want that only the owner of the Template will be able to apply the Template
Click the ‘Create’ button
...
Now the Template has been created and can be used.
...
Open the Manage Templates page
Click the ‘Add Template’ button
Enter the Template name
Select the ‘from Hierarchy Node’ option in the ‘Choose way to create Template:’ section
Select the Hierarchy and Hierarchy Node from the list
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
Enable the ‘Available only for owner’ checkbox if you want that only the owner of the Template will be able to apply the Template
Click the ‘Create’ button
...
Now the Template has been created and can be used.
...
Open the Jira issue you want to save as a Template
Click the More Menu button on the Jira Issue View screen
Select the Create Template item in the dropdown list
...
Enter the Template Name
Also, you can fill in Description, Tags, Scope fields, enable the Available only for the owner option
Click the ‘Create’ button to finish the Template creation
...
Now the Template has been created and can be used.
...
Open the ‘Manage Templates’ page.
Click the ‘Set Preinstalled’ button.
Click on the ‘Departments’ field.
Select any available Templates that need to be created.
Click the ‘Create’ button.
...
Now, the Preinstalled Template was created.
...