Create Scope

When creating a new Scope you have to name it and set the Projects, Issue Types, and Groups that you need. Once you set this Scope for a Template, it would make a Template available only in selected Projects and Issue Types for groups of users that you defined.

There are 2 ways to create a Scope:

1. From a Template creation dialog.

2. From a Manage Scopes page.

Open a template creating dialog and click the New Scope button under the Scope field. Alternatively, you can go to the Manage Scopes page and click on the “Create Scope” button.

In the popup menu:

1. Enter the scope name into the required Scope name field.

2. Add Projects and Issue Types where the Template will be available.

3. Set which groups of users can use Template.

4. Click the “Add”/“Create” button below.

Once you click Add/Create, a popup notification would appear, confirming the Scope has been saved and the Scope would be applied to your Template. Then you can save the Template.

Example (see screenshot above): The newly created Scope with the name “Brand New” will allow you to use the template only with the New Scum Company-Managed project if you select the Story/Task/Bug option in the Issue Type field. You need to be a member of one of the selected groups: “administrators” or “site-admins”.

The Team-Manged project types

Working with Team-Managed project types (they are also called the Next-Gen projects) has some peculiarities. The issue types used to be with global entities shared across projects in Jira. Team-Managed projects did not exist in the Server/Data Centre Jira. Therefore, for a more comfortable migration from Server / Data Centre to Cloud, the ability to work with Team-Managed projects is limited as they have project-specific configs.

To find out if your project is Team-Managed or Company-Managed (or Next-Gen) please follow this link.

How to create a Scope for the Team-Managed project properly?

There are two ways to create a new scope for the Team-Managed project.

The main point is to leave the “Issue types” field empty on the “Create Scope” dialog while creating the scope if you want to use it for the template together with Team-Managed (in other words Next-Gen) project types.

1. From a Template creation dialog.

Click the “New scope” button below the “Scope” field on the “Create Template” dialog.

Enter the scope name into the mandatory “Scope name” field.

Select the projects and groups you want.

Leave the “Issue types” field blank.

Click the “Add” button below the “Groups' field.

2. From a Manage Scopes page.

Go to the “Manage Scopes” page and click the “Create Scope” button on the upper right page corner.

Enter the scope name into the mandatory “Scope name” field.

Select the projects and groups you want.

Leave the “Issue types” field blank.

Click the “Create” button below the “Groups' field.