Create global template
- Pavel Pavlovsky (Unlicensed)
- Oleksandra Kravets
- Mariya Solovey
- Alina Kachan
This option is available for users with System Admin permissions only
How to create a global template
Go To Manage Apps
Smart Checklist → Settings → Templates
Click “Add New” button
Create Template form will appear
Set Template Name
Set Checklist
Set Template visibility scope
Set Default for issue types scope
Save the template
Template visibility Scope
You can define in which projects the template would be displayed and used.
Projects. Options:
All Projects(default) - Share template between all projectsSingle Project- Share template within selected project onlyMultiple Projects- Share template between selected projects
If “Projects” value set to Single Project - then the template is treated as “Project Template”. The project Administrator will get the ability to edit and manage template via “Manage Templates” popup under Jira Issue.
Read more: Manage project templates
Template default context
You can define if the checklist template will be applied automatically by default while new issue creation.
Default for Issue Types. Options
None(default) - no default template rules to be appliedMultiple issue types- apply a template as default for selected issue types. In the dropdown, you’ll see issue types available for your selected projects.
You can set several default templates per single issue types