Jira permissions are needed: grant users Administer Projects permission to convert Project templates to Global templates |
More about permissions here → Checklist & Templates Permissions
Project Templates
Global Templates
Project Templates | Global Templates | |
---|---|---|
Visibility | visible within a current project templates list | visible across the whole Jira instance |
Import/apply to the issue | could be applied and imported to the Jira issues of this project only | could be applied and imported to the Jira issues across all the projects |
Manage template | users with Administer Project role are able to edit the template content | users with Administer Project role are able to edit the template content |
Default template option | could be set as default of issue types of a specific project only | when it’s set as a default per Project’s issue type, then it still applied within the scope of this project |
☝🏼NOTE: Created template is set as Project Template by default |
You can convert the Project template to Global and vice versa. There’re 2 options:
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”
Navigate to Jira Project Settings → Apps → Smart Checklist section → Templates List → 3-dot menu on template name row → click “Convert to Global Template”
You will be warned that the template will be accessible from all projects:
Once it’s converted - label will appear:
Follow the same instructions as above.
You will receive a warning that the template will be accessible from this project only:
You are all set! Hope everything works for you! 🚀