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Tip

Try new Templates with improved UX to streamline your work with repeatable tasks and processes!

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👤 JIRA PERMISSION REQUIRED: grant users Edit Issues to work with templates or Administer Projects permissionsto manage templates

For Server and Data Center instances please refer to Templates on Server and Data Center instruction
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More about permissions here → Checklist & Templates Permissions

Learn how to work with templates👇🏻

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Using Templates you can:

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For example, there is a project with a master ticket called “Onboarding”. Every new onboarding ticket has a default onboarding checklist that goes with it. The checklist contains a detailed list of tasks for all team members involved. Once all items are completed, the ticket can be closed.

In such a manner, the onboarding procedure for an employee will finish once all pre-defined by the process services are delivered successfully and in full.

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