This option is available for users with System Admin permissions only

How to create a global template

  1. Go To Manage Apps

  2. Smart Checklist → Settings → Templates

  3. Click “Add New” button

  4. Create Template form will appear

  5. Set Template Name

  6. Set Checklist

  7. Set Template visibility scope

  8. Set Default for issue types scope

  9. Save the template

Template visibility Scope

You can define in which projects the template would be displayed and used.

Projects. Options:

If “Projects” value set to Single Project - then the template is treated as “Project Template”. The project Administrator will get the ability to edit and manage template via “Manage Templates” popup under Jira Issue.

Read more: Manage project templates

Template default context

You can define if the checklist template will be applied automatically by default while new issue creation.

Default for Issue Types. Options

note

You can set several default templates per single issue types

You can set several default templates per single issue types