Templates
- Alina Kachan
- Oleksandr Haiun
- Mariya Solovey
Use Checklist Templates to simplify repeatable tasks and processes, ensuring consistency and efficiency in your projects! 🔄
👤 JIRA PERMISSION REQUIRED: Users with Edit Issues permission can import templates into issues, while Project Administrators can manage templates directly from the issue view. Jira System Administrators can manage templates from the Global Checklist Settings page.
👤 APP PERMISSION REQUIRED: Users need Add Smart Checklist Items or Manage Smart Checklist Items permission to import templates, and Manage Smart Checklist Templates permission to manage templates.
Learn more about permissions → Checklist & Templates Permissions
Learn how to work with templates👇🏻
Using Templates, you can:
Set a default checklist for all or specific Issue Types, enabling automatic import upon new issue creation.
Define template visibility for specific projects or globally.
Use templates in automations for efficient task management.
Enable a live link to associated issues with synced updates and limited editing (status changes only) using Linked Templates.
Ready to streamline your workflow? Create your first template and boost efficiency today! 🚀