Templates

Overview

Use checklist Templates to streamline your work with repeatable tasks and processes!

Learn how to work with templates

Using Templates you can

• Set a default checklist per all or specific Issue Types for automatic import of a template upon new issue creation

• Set a template visibility scope per Project or Globally

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.

Template types

With the release of Smart Checklist version 5.3.0 we introduce Project Templates and Global Templates

• Global Templates are those created and managed by Site Admins. They may be visible and shared across multiple Jira projects.

• Project Templates can be created and managed by Project admins and shared within a single Jira project only

A Global Template can be converted to a Project Template by specifying project visibility scope by Site Admin, and vice versa: a Project Template can become a Global one.

Project Templates

Permissions

Global templates

Permissions