Create global template

Owned by Pavel Pavlovsky (Unlicensed)
Last updated: Nov 14, 2023 by Oleksandra Kravets
2 min read

This option is available for users with System Admin permissions only

How to create a global template

  1. Go To Manage Apps

  2. Smart Checklist → Settings → Templates

  3. Click “Add New” button

  4. Create Template form will appear

  5. Set Template Name

  6. Set Checklist

  7. Set Template visibility scope

  8. Set Default for issue types scope

  9. 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 projects

  • Single Project - Share template within selected project only

  • Multiple 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 applied

  • Multiple 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