Want to learn about “how to create issue template in Jira“? Want to know about “create issue Jira” but don’t know how? Find out all related issues in this article.
The Jira issue known as the template can be duplicated an unlimited number of times. It gives you the ability to copy the fields as well as the contents of those fields into new issues that you create. It can create a complex structure of issues, including linked epics with stories and subtasks, or copy values into selected fields, depending on your needs. It can also create a complex structure of issues.
First steps
If you are interested in learning more about Issue Templates, be sure to follow this configuration guide.
Our app onboarding will walk you through the initial configuration after you have downloaded and installed Issue Templates for Jira from the Atlassian Marketplace.
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Select the appropriate template repository.
The first thing you need to do is select the repository where all of your future templates will be stored. We have set up a default project that is referred to as Templates (TEMP), but you may choose to keep your templates in another location as well.
Note
Any new problems that are reported within the selected project will immediately turn into examples. Because of this, we strongly suggest that you participate in the Templates (TEMP) project.
Get sample templates
On the second screen of the onboarding process, you will have the option to download a set of sample templates that are already formatted for use. You will locate them in a later step, either in the project titled “Templates” (TEMP) or in any other project that you chose in the step before this one. You have the option of skipping this step and coming back to it at a later time if it is required.
Tip
You are only allowed to select a single template set at a time. If you would like to download another one, you can always go through the onboarding process once more and choose a different set from the available options.
Read more about it in the chapter that contains sample templates.
Configure project
The following stage provides some preliminary configuration options for the projects in which you intend to make use of templates. For a template to be effective, there are two fundamental requirements:
Introducing a user-defined field An issue screen formatted as a template (in most cases it will be the Create issue screen).
Including the post-processing, function Create Structure in the workflow of the project in the event that
producing new subtasks
constructing mighty works with narratives
Utilizing the Attachment and Issue Link fields found in your templates, you can construct intricate webs of interconnected problems.
We’ve made it simple for you by giving you the option to include both in a single action step.
Warning
When adding a post function to an existing workflow, please keep in mind that this could potentially cause some more complex configurations to become invalid. Configuring it independently at a later time is something we recommend doing if you are unsure how a specific project would be impacted by it. In the following sections, you will find detailed explanations of everything.
Issue Templates are a great place to start.
The last step of the onboarding process brings you to a screen called “Create a template,” on which you can begin developing your own customized templates. You will have the ability to make edits and configurations to them at a later time within the TEMP project.
Use Case: Benefits of Having a Sport Card
Follow this straightforward example to learn how to make use of issue templates.
Let’s begin with the simplest possible scenario. Let’s say you’d like to have just one model to choose from when submitting a request for a Sports Card Benefit. Every time someone uses the template to create an issue, it will generate the exact same Summary and Description of the problem.
Create a template
Since templates are similar to standard Jira issues, the first thing you need to do is create a single issue that will serve as your template.
Create a template by following these steps:
- Step 1: To open the Create issue dialogue box, click the Create button located near the top of the screen.
- Step 2: Select the Template Repository project from the drop-down menu within the Create Issue dialogue box. The name of the default repository is Templates (TEMP).
- Step 3: Select Template as the Issue Type from the drop-down menu.
- Step 4: Complete the fields for the Summary and the Description.
- In Step 5, select the Create button.
Configure a template
Your design is already functional, but you should probably make some adjustments to it. In order to exercise further control over it:
Step 1: To begin, head on over to the Template Navigator.
Step 2: After the template has been successfully created, open the Template Details panel by clicking on the template itself.
Step 3: Select the General tab from the menu.
Add a name for the template in Step 4.
When you initially created the template, you were asked to provide a summary, which will now serve as the name of your template. If you want to change it so that you can find it more easily in the future, you can.
Step 5: Add a Category
Including a category in your template is another smart move to make in this regard. Because it has its own specialized display mode, it will make it easier for you to organize a greater number of template problems. As your template repository expands in the future, it is possible that it will become very useful.
The sixth step is to add a description.
Although it is not required, adding a brief description could be of assistance to your coworkers in selecting the appropriate template for the job at hand. It will show up on the screen where you create issues, directly below the field where you choose the template.
Step 7: Pick a Grouping of Fields to Work With
Determine which Jira fields will be populated with default values on the Create Issue screen for issues that are generated by using this template. You can make use of the default setting that is always available, but you might choose to add fields individually instead. This straightforward situation only requires a summary and a description of the problem.
Manage the availability as the eighth step
Determine the locations at which your template should be made available. On the screen for creating a new issue, it will be possible to select it by default. You can make it accessible through the Customer Portal by activating the switch that is located directly next to the Request Form.
Configure a project
You will not be able to use your template until you add a field labeled Template to the Create Issue screen of the project you are working on. Either configure all projects at once in the initial project configuration panel or add the Template field to each project individually. Both of these options are available to you.
Configure all projects at once
At any time, you can access the panel that manages the initial configuration of the project.
Steps
The following steps must be taken in order to add the Template field to the Create issue screen in one or more projects:
- Select Issue Templates from the menu located in the top navigation bar.
- Click the Get Started button.
- Navigate through the Onboarding steps until you reach the screen that allows you to configure the project.
- Click the plus sign that is located next to the projects that have been selected.
Start with one project at a time and configure it.
It’s possible that you’ll want to include the Template field on one and only one screen in the project. This method is especially helpful whenever you want to add the Template field to other screens, such as the Edit issue screen.
The following steps must be taken in order to add the Template field to a screen in a single project:
Launch the project that will use your template, and after you’ve done so, navigate to the Project settings.
Navigate to Screens, then make your selection there. (For the purpose of this demonstration, we will use the Create Issue screen.)
Click the Add button after making your selection in the Template field located in the lower search bar.
The end result is that whenever anyone adds a new issue to this project, they will have access to a list of available templates from which they can choose one.
Make an issue by using a model as a guide.
You can now create the first issue by utilizing your template, which includes:
Steps
Proceed to the project that should be used as a template for your work.
Simply select the button labeled Create.
Proceed to the Template field, and then expand the drop-down list that you’ll find there.
Choose your format from the available options.
How to create issue template in Jira?
Result: The template is complete and ready to use.
Tip
You may also use the + icon in the Template Navigator to build a template. As a result, the Template Repository project has already been selected.
Steps to take next
You have two options for fine-tuning your new template:
Step 1: In the Templates details panel, manage the template’s properties.
Step 2: In the extended issue view, improve the contents of the template. To get there, click the problem key on the template.
Edit a template issue template in Jira
All you need is the Edit issue authority to make changes to your templates at any time. For further information, see the Permissions chapter.
To edit a template, follow these steps:
To amend a template issue, go to the issue key for the template and click it.
Click Edit to make changes to the fields you’ve selected.
To save the changes, go to the bottom of the page and click Update.
You can also select Edit template from the drop-down menu. It will take you to the same Jira issue edit screen:
Changes to the template are made.
Changes will not be applied to issues that have already been created using the changed template.
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