Manage Templates
The ‘Manage Templates' page is the central location where all your created templates are housed. You can execute various actions on these templates depending on your granted permissions, you can execute various actions on these templates. To access this page, navigate to the 'Apps' section, then select 'Manage Templates.' Within this area, click the 'Issue Templates’ button in the navigation panel.
The Table below describes the default set of columns on the template table.
№ | Column name | Description |
1 | Opens a short dialog about each template:
| |
2 | ⭐ | Mark templates as favorites for quick access (star icon). |
3 | Name | The template name. When you have permission, you can open the template from here. |
4 | Spaces | Lists the spaces associated with this template (shown as colored labels). In earlier versions of the product, this concept appeared as Tags; it is now shown as Spaces in the UI. |
5 | Scope | Restricts the template’s visibility. The template is available only in the projects and issue types defined in the scope. |
6 | Owner | The user who created the template. A lock icon on the owner means the template is available only to the creator (private). Without a lock, visibility follows the scope for other users. |
7 | Created | Template creation date |
8 | Action | Actions available for the row, such as Apply, Duplicate, Delete, Share / permissions, and add to folder — depending on permissions. |
new Column customization
The template table can be customized so you decide which properties you want to see and how the list is laid out.
What’s new
Choose which columns are visible — show only the fields that matter for your workflow.
Reorder columns (e.g. drag and drop on column headers, or use the header menu where available).
Resize columns by dragging the edge between headers.
Hide or show columns from the Columns control.
Your choices are saved automatically for your user: after you refresh the page, close the tab, or use another browser, your column preferences (visibility, order, and widths where applicable) are restored — you do not need to set them again each time.
Use Reset when you want to return to the default table layout (default columns, order, and widths). This only affects the table display, not your templates or data.
Feature | Description |
|---|---|
Columns | Open the column picker to turn individual columns on or off. |
Reorder | Move columns left/right or to the first/last position (drag and drop and/or the ⋯ menu on headers, depending on version). |
Resize | Drag the border between two column headers to change width. |
Saved preferences | Layout is stored per user and persists across sessions and browsers. |
Reset | Restores the original default layout. |
Template Folders
A new way to organize the Templates is to place them into Template Folders.
Use themed Template folders - Productivity, Development, Organization or create your own.
All Templates are available in the ‘ALL’ system folder.
Creating the Template Folder
To create the Template Folder:
Click the Add Folder button
Select the Folder Name and Icon and click the ‘Create’ button
Adding the Template to the Folder
To add a Template to one or a few folders click the ‘Menu’ button in the Template actions row and select the Folders you want to add this Template to in the list.
To add the Template to the Folder:
Select the Template that needs to be added to the Folder
Click on the ‘menu’ icon in the ‘Action’ column
Click the ‘Add to folder’ option
Select the Folder to which you want to add the Template
Now the Template is added to the Folder. Also, you can add a Template to several Folders.
Removing the Template from the Folder
To remove a Template from one or a few folders click the ‘Menu’ button in the Template actions row and deselect the Folders you don’t want to contain the current Template.
To remove the Template from the Folder:
Select the Template that needs to be added to the Folder
Click on the ‘menu’ icon in the ‘Action’ column
Click the ‘Add to folder’ option
Click the Folder name from which you want to remove the Template
Now the Template is removed from the Folder. Also, you can remove the Template from the several Folders.
Editing the Template Folder
To Edit the Template Folder:
Select the Folder that needs to Edit
Click on the ‘Pencil’ icon to open the ‘Edit Folder’ dialog
Change the Folder name or Logo in the ‘Edit Template folder’ dialog
Click the ‘Update’ button to save changes
Now the Template folder is updated.
Deleting the Template Folder
To Delete a Template Folder:
Select the Folder that needs to Delete
Click the ‘Edit’ button in the Template Folder section
Click the ‘Delete folder’
Click the ‘Delete’ button on the Confirmation dialog
Now the Template Folder was deleted.
Deleting the Template folder does not delete the Templates placed in it - they still can be found in the ‘All’ Template folder
Favorite Templates
To mark the Templates that you use very often you can use ‘Favorite’ for Templates.
Adding the Template to Favorites
To add a Template to the Favorite:
Select the Template that you need to mark as ‘Favorite’
Click on the ‘Star’ icon in the Templates table
Now the Template, marked as Favorite
Removing the Template from Favorites
To remove a Template from the Favorite:
Select the Template that you need to remove from the Favorite
Click on the ‘Star’ icon in the Templates table
Now the Template was removed from the Favorite
Templates you've marked as favorites will consistently appear at the top of your template list when you're searching within the 'Apply Template' dialog box.
Currently, templates can not be filtered by the ‘Favorite’ label in the ‘SITC Template’ field in the ‘Create Issue’ Jira dialog.
Copy Template link
The Template can be shared with another user with a link. For sharing Template you can use the ‘Copy Template link’ button.
To share the Template via the ‘Copy Template link’ button:
Click on the Template name that you want to share
Click on the ‘copy link’ button
Now the link for the Template was copied to the clipboard and you can send it to your teammates.
To make some changes with Templates your teammate need to have permissions for this action
Delete a Template
Templates that can be deleted are indicated by a trash bin icon next to them. If you wish to delete a template, navigate to the appropriate one and click on the bin icon. A confirmation popup will then appear, asking you to affirm your intention to delete that specific template.
To delete Template:
Select the Template that you want to delete
Click on the ‘bin’ icon on the ‘Actions’ column
Click the ‘Delete’ button in the ‘Confirmation’ dialog
Now the Template has moved to the Trash and will be saved in the Trash using 30 days. After these 30 days, the Template will be deleted from the SITC app.
Please note, all deleted templates are moved to the 'Trash' folder, where they will be stored for the subsequent 30 days.
To see the Trash folder content click the bin icon at the top of the ‘Manage Templates’ page:
Deleted Templates will be stored here for 30 days. After time pass they will be permanently deleted.
Here the Templates list with details is shown. The red badge near the Template Name shows the time to permanently delete.
Restoring the Template from the Trash
To Restore the Template from the Trash:
Select the Template that needs to be restored
Click on the ‘arrow’ icon
Click the ‘Restore’ button in the 'Confirmation dialog
Now the Template has returned to the ‘All’ folder and you can use it again.
Deleting the Template from the Trash
To Delete the Template from the Trash:
Select the Template that needs to be deleted
Click on the ‘bin’ icon
Click the ‘Delete’ button in the 'Confirmation dialog
Now the Template was deleted from the Jira Instance permanently.
Search and Sort
The 'Manage Templates' page offers a range of filters to facilitate your search:
Template Name: Input a part or the entire name of the template you're searching for. This search function is not case-sensitive.
Tag: Choose a template tag from the provided list. A search bar is available for quicker access to the desired tag.
Scope: Pick the desired scope from the list. As with tags, a search bar is provided for faster navigation.
Available for: Select from 'Owner' or 'Scope' to specify the availability parameters.
User: Choose the user who owns the template you are searching for.
Clear button: To clear all applied filters.
You have the flexibility to use one or multiple filters simultaneously.
After using one or multiple filters simultaneously you can clear this filter with the ‘Clear’ button.
Additionally, the templates in the list can be sorted by various parameters, including Favorites, Name, Spaces , Scope, and Owner.
Duplicate Template
The Duplicate Function is a powerful tool in Smart Issue Templates for Cloud that allows to effortlessly replicate existing templates. This feature is designed to save time and ensure consistency across templates.
How to Use the Duplicate Function:
Select the Template for that you want to make Duplicate
Click on the ‘Duplicate’ icon on the ‘Actions’ column
Click the ‘Duplicate’ button in the 'Confirmation dialog
Now the Template was duplicated and can be used