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Set a Template as Default

Set a Template as Default

Owned by Pavel Pavlovsky (Unlicensed)
Last updated: Mar 26, 2024 by Mariya Solovey
2 min read

Smart Checklist allows setting the template as a default for all Issues per the current project as well as per Issue type

Jira permissions are needed: grant users Administer Projects permission to set templates as default

More about permissions here → Checklist & Templates Permissions

 

  1. Go to the Smart Checklist menu and click “Manage templates“:

     

  2. You'll see the Templates dialog with the list of all Global and Project Templates.

  3. Click on the template name - you'll see the template details expanded.

Set Default templates for All issue types:

  1. Click "Quick assign to all issue types".

    image-20240326-170352.png

  2. status:Assigned to all issue types label will appear near the template name.

  3. Now, default templates will automatically be imported into all issues created in this Project ✅

Set Default templates for specific issue types:

  1. Select a specific issue type you want the template to be applied to.

    image-20240326-170647.png

  2. status:Assigned label will appear near the template name.

  3. Now, default templates will automatically be imported into specified new issues
    created in this Project ✅

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