Project vs Global templates

We differentiate Smart Checklist Templates per visibility and usage scope. There are:

  • Project Templates

  • Global Templates

Project 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

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

Convert Project Template to Global

You can convert the Project template to Global and back. 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 → 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 - GLOBAL TEMPLATE badge would appear

Convert Global Template to Project

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:

  • System Admin

  • Project Admin

In case, when Custom Permissions are ON - please refer to https://railsware.atlassian.net/wiki/spaces/CHK/pages/305594374