Project vs Global templates

Jira permissions are needed: grant users Administer Projects permission to convert Project templates to Global templates

More about permissions here → https://railsware.atlassian.net/wiki/spaces/CHK/pages/3495133185

We differentiate Smart Checklist Templates as:

  • Project Templates default

  • Global Templates

 

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

 

Convert Project Template to Global:

You can convert the Project template to Global and vice versa. There’re 2 options:

  1. 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”

  2. 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 - GLOBAL label will appear:

 

Convert Global Template to Project:

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! 🚀