Smart Templates for Jira

About

⭐ Rising Star after the App launch

Cloud Fortified

🪶 Lightweight & Easy to Use

Smart Checklist integration

Benefits & Features

• For Employees:

  • Reduce employee frustration by providing a clear understanding of the entire project scope structured in an issue hierarchy.

  • Spend less time recreating or cloning the issue hierarchy. Document all recurring processes with issue templates.

  • Customize every detail in your templates. 

    • Pre-fill issue fields (assign different assignees for different issue types, add components, priorities, etc.)

    • Add variables to manage dynamic values 

  • Automate issue hierarchy creation. Schedule issue creation with the template scheduler. Set deadlines for process completion.

  • More Smart Tools — Less Manual Work. Combine Smart Templates with Smart Checklist to create a more structured issue hierarchy enriched with context and actionable items.

• For Managers:

  • Ensure consistency across Jira tickets.

  • Assign parts of a complex process to different responsible teammates and track their progress individually.

  • Process transparency. Help managers understand the process behind tasks through a hierarchy of checklists that can be used later as a business process. 

  • Standardize company processes across all teams with ready-to-use solutions to document, automate, and track actionable business processes in Jira.

  • Adapt quickly to unexpected events (e.g., COVID-19 case).

  • Track how many times an issue template was used to understand how process changes impact outcomes.

Useful Materials

Marketplace Page - https://marketplace.atlassian.com/apps/1231143/smart-templates-issue-templates-and-scheduler-for-jira?hosting=cloud&tab=overview

📚 Documentation - https://smart-templates-for-jira.helpscoutdocs.com/article/63-smart-templates-for-jira

Video Tutorials - https://www.youtube.com/watch?v=dyGo-aVbwvs&list=PLgV1kCwfDyzawC7DN0WVec39pr9CF-RCj&index=3

Case Studies - https://titanapps.io/blog/category/content-types/case-study/

Comparison

🦸‍♂️ Key advantages

1. Automate Repetitive Workflows for Any Team

Smart Templates allows users to create templates for issue hierarchies with pre-filled issue fields, checklists and dynamic variables, reducing dependency on key team members and making workflows easily accessible to all users. This capability is beneficial across departments—Legal, HR, Marketing, Development, and more.

2. Configuration-Free and User-Friendly

Unlike other template add-ons* that require heavy Jira Admin support, Smart Templates are highly intuitive and can be manageable by non-technical teams. It enhances team autonomy, allowing each department to set up and maintain their own workflows independently.

*Devinity and AppDelivered

3. Scheduler feature for Recurring Tasks

The built-in Scheduler feature supports recurring tasks by automatically creating new issues based on templates at defined intervals without manual intervention empowering teams to manage their repetitive processes without relying on Jira Admins. This is particularly valuable for sprints, quarterly processes, or any regularly recurring workflows.

4. Aligned with Atlassian System of Work 

Smart Templates allows teams to document and access standardized workflows directly within Jira, reducing reliance on external documents. Staying within a single, integrated system keeps teams organized, consistent, and efficient.

5. Integration with Smart Checklist

Seamless Checklist Integration: Smart Templates integrates directly with Smart Checklist for Jira, enabling adding checklist to issue templates, checklist previews, and progress tracking — features missing or limited in competing apps.

6. Process Traceability

Smart Templates records all template applications within the History feature, allowing users to review previous template usage and monitor the progress of active issues — ensuring full visibility and accountability.

😎 Pricing comparison

🤓 Feature comparison

🤩 Why Choose Smart Templates Over Other Template Add-ons?

Smart Templates offers unique advantages over other template solutions, including:

• User-Friendly & Intuitive UI;

  • Designed for simplicity, Smart Templates is fully manageable by non-technical teams—anyone can configure it!

• Possibility to automatically schedule recurring tasks;

• Being a part of the TitanApps suite guarantees direct inter-app connectivity to enhance the processes;

• Dedicated customer support;

• Compatible across Cloud and Data Center

  • Keeping your Smart Templates functionality when migrating to another instance type.

Roadmap

✅ Release Notes - Release Notes

⚙️ Roadmap - Features & Roadmap

🧐 Looking into the near future:

• Moving to Forge;

• Developing as a part of the TitanApps suite

Seamless integration and functional enhancements across all products from one vendor: integration with Smart Checklist, incl. a user-friendly UI (fully functional checklist in Smart Templates), and introducing linked checklist templates that can be synchronized and managed in one place.