We differentiate Smart Checklist Templates per visibility and usage scope. There are:
Project Templates
Global 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 are:
visible across the whole Jira instance
Administrators of all Projects might be able to edit the content
when it’s set as a default per Project’s issue type, then it still applied within the scope of this project
You can convert the Project template to Global and back. 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 → 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 - badge would appear
Follow the same instructions as above.
You will be warned that the template would be accessible from this project only:
Permissions note The following roles can manage templates and convert them to Project/Global:
In case, when Custom Permissions are ON - please refer to Permissions & Access |