Project vs Global templates

Templates differ per visibility and usage scope. There might be:

• Project Template

• Global Template

Project Templates

When you create a template by saving the existing checklist from your Jira Issue View then it is automatically saved as Project Template, which means:

• it’s only visible within a current project templates list

• it could be applied and imported to the Jira issues of this project only

• it’s could only be set as a default per this project issue type

Global Templates

Global templates are:

• visible across the whole Jira instance

• Administrators of all Projects might be able to edit the content

Convert Project Template to Global

You can convert the Project template to Global and back. There’re 2 options

1. Navigate to Jira Issue → Smart Checklist → open Smart Checklist menu → Manage Templates → click 3-dot menu on template name row → click “Convert to Global Template”

2. Navigate to Project Settings → find Smart Checklist section → Templates List → 3-dot menu on template name row → click “Convert to Global Template”

You will be warned that the template would be accessible from all projects:

Once it’s converted - GLOBAL TEMPLATE badge would appear

Convert Global Template to Project

Follow the same instructions as above.

You will be warned that the template would be accessible from this project only: