Project vs Global templates
Jira permissions are needed: grant users Administer Projects permission to convert Project templates to Global templates
More about permissions here โ Checklist & Templates Permissions
We differentiate Smart Checklist Templates as:
Project Templates default
Global Templates
ย | 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 an Administer Project role are able to edit the template content | users with an Administer Project role are able to edit the template content |
Default template option | could be set as default for issue types of a specific Project only | assigning a template per Issue type is one per each Project separately. |
โ๐ผNOTE: Created template is set as Project Template by default
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Convert Project Template to Global:
You can convert the Project template to Global and vice versa. Thereโre 2 options:
Navigate to Jira Issue โ Smart Checklist โ open Smart Checklist menu โ Manage Templates โ click 3-dot menu on template name row โ click โConvert to Global Templateโ
Navigate to Jira Project Settings โ Apps โ Smart Checklist section โ Templates List โ 3-dot menu on template name row โ click โConvert to Global Templateโ
You will be warned that the template will be accessible from all projects:
Once itโs 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:
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You are all set! Hope everything works for you! ๐