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Edit issue hierarchy and fields from a single view: add Epics, Tasks, Sub-tasks, pre-fill issue summary, description, components, and more, including custom fields πŸš€

Contents πŸ‘‡πŸ»

In order to edit a Template, navigate to your project sidebar β†’ Apps β†’ (blue star) Smart Templates β†’ click on (blue star) 3-dots menu for the Template you want to edit

Manage the Issue hierarchy

Add Issues

In order to add an Issue to your Template, navigate to the parent Issue β†’ (blue star) 3-dots menu β†’ select the Add child Issue option

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Choose an Issue Type

  • click on the Issue you want to change the type of

  • navigate to the right panel

  • select the Issue Type near the Issue Summary

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Delete Issues

Navigate to the Issue you want to delete β†’ (blue star) 3-dots menu β†’ click on Delete

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Duplicate Issues

Navigate to the Issue you want to duplicate β†’ (blue star) 3-dots menu β†’ click on Duplicate

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☝🏼NOTE: Do not forget to click Save Structure, otherwise your changes won’t be saved

Pre-fill Issue fields

Ensure consistency across multiple boards with pre-filled fields in your TemplatesπŸ”₯

☝🏼NOTE: The list of fields you can edit depends on your Jira Project Configuration

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Add Smart Checklists (blue star)

Smart Templates is integrated with Smart Checklist! Add checklists to your Issue Templates and ensure your repetitive tasks always have clear and easy to follow ToDo's 🀟🏼

πŸ’‘ HINT: Read more about Smart Checklist & Smart Templates possibilities here β†’ Smart Checklist & Smart Templates

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