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 |
|---|---|---|
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 is able to edit the template content | users with Administer Project role is able to edit the template content |
Default template option | could only be set as a default per this project issue type | when it’s set as a default per Project’s issue type, then it still applied within the scope of this project |
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:
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 - 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! 🚀
For any questions or feature requests contact us: smartchecklist@railsware.com