Templates

Overview

Use checklist Templates to streamline your work with repeatable tasks and processes!

Learn how to work with templates

Using Templates you can

  • Set a default checklist per all or specific Issue Types for automatic import of a checklist upon new issue creation

  • Set a template visibility scope per Project or Globally

Example

There is a project with a master ticket called “Onboarding”. Every new onboarding ticket has a default onboarding checklist that goes with it. The checklist contains a detailed list of tasks for all team members involved. Once all items are completed, the ticket can be closed.

In such a manner, the onboarding procedure for an employee will finish once all pre-defined by the process services are delivered successfully and in full.

Template types

With the release of Smart Checklist version 5.3.0 we introduce Project Templates and Global Templates

  • Global Templates are those created and managed by Site Admins. They may be visible and shared across multiple Jira projects.

  • Project Templates can be created and managed by Project admins and shared within a single Jira project only.

A Global Template can be converted to a Project Template by specifying project visibility scope by Site Admin, and vice versa: a Project Template can become a Global one.

Project Templates

Permissions

 

Users

Project Admins

System Admins

 

Users

Project Admins

System Admins

Create Project Template

 

 

Import Project Template

 

Delete Project Template

 

 

Edit Project Template

 

 

Set Default for issue types

 

 

Global templates

Permissions

 

Users

Project Admins

System Admins

 

Users

Project Admins

System Admins

Create Global Template

 

 

Import Template

 

 

Delete Global Template

 

Edit Global Template

 

Set Default for issue types