Manage Templates

Go to Templates > Manage Templates to see all the available Templates.

Using this page, depending on your permissions, you can do the following actions with the Templates:

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The Manage Templates table includes the following columns:

Column name

Description

1.

Favorite Template switcher

2.

Default Template flag

3.

Name

Template Name and its description

4.

Tag

Tag Name

5.

Scope

Restricts Template’s visibility. The Template will be available only for projects, issue types, groups, owners, and users specified in the Scope.

6.

Available for

Scope - The template is available for all users who belong to the following scope

Owner - The template is available for the template owners only

7.

Owners

The usernames who are set as Template owners. The avatars are active links to open the user profiles

8.

Created

Template creation date. While hovering the cursor over it you can view the detailed date and time

9.

Created by

The username who created the current Template

10.

Changed by

The last username who cnanged the Template

11.

Changed

Last date the Template was changed. While hovering the cursor over it you can view the detailed date and time

12.

Usages

Total number of times a Template was applied

13.

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Delete Template

14.

Opens the Copy Template button

Favorite Templates

Favorite Templates are always at the top of the Template list when searching for the Templates in the

Create Issue or Edit Issue dialogues.

To mark a Template as a favorite, go to Templates > Manage Templates.

Click on the star icon next to a Template name to mark it as a favorite and click once again to disregard it.

Default Template flag

The Default Template flag is set automatically after turning the Default Template toggle on in the Create Template or Edit Template dialog.

It disappers automatically after turning the Default Template toggle off and saving the changes with the Create or Update button.

The display of the Default Template toggle on the Create Template and Edit Template dialog depends on the Disable Default Templates configuration checked on the Configurations page.

Delete a Template

Navigate to the Templates → Manage Templates page from the navigation menu on the top.

Templates that can be deleted have the trashcan icon next to them.

Select a Template you'd like to delete and click the trashcan image.

Then confirm the deletion of a Template in a popup menu.