Set project template as default

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

Smart Checklist allows setting the template as a default for all issues per the current project as well as per issue types.

The options presented below are available only for users with Project Admin permissions.

Starting from v6.5.0 users with granted custom permission “Manage Smart Checklist Templates” can manage Project Templates too (when custom permissions are toggled on). Read more Set-up Custom Permissions.

However, System Admins can set the Template as default for issue types hrough the admin console under Global Templates context. Read more Global Templates

Steps

  1. To set it up - go to the Smart Checklist menu, go to the checklist menu, and click "Manage Templates”

     

  2. You'll see the Templates dialog with the list of all Templates per project.

  3. Click on the template name - you'll see template details expanded

  4. In "Set Default" section you'll see the list of issue types

Set Default templates for All issue types

  1. Click "All issue types"

  2. Default label will appear near the template name

  3. Now, default templates will automatically be imported into all new issues created in this Project

You can set several templates per single issue types

Set Default templates for specific issue types

  1. Select a specific issue type you want the template to be applied to

  2. Default label will appear near the template name

  3. Now, default templates will automatically be imported into specified new issues created in this Project