Create a Template
Create an Issue Template in few clicks! Capture a repeatable process once β reuse it forever to eliminate cloning and copy-paste errorsβ‘οΈ
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Contents ππ»
Overview
Smart Templates allows you to create issue templates from scratch or save existing Jira issues as reusable templates. You can build issue hierarchies and pre-fill any standard or custom fields to match your process. Common use cases include employee onboarding, project kick-offs, feature releases, hardware procurement, etc.
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Create a Template
Navigate to the Template list via Apps or Project navigation bar.
Click on Create Template.
Give your template a name.
Now, you can start building your template: add issues, pre-fill field values for the beginning. Later, you can also add variables, schedule or automate issue creation.
π‘ HINT: Check more about the editing options here β Edit Templates
Click Save template
Done!
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Save Issues as a Template
Navigate to an Issue you want to save as a Template
Go to the Smart Templates
π‘ HINT: You can expand the whole structure to view the Smart Checklists content as well
Click Save as template and type in the Template name β Click OK
You will see the notification with the link to the Templates list.
Done! Now you can find a newly created Template in the Template list and adjust it if needed π
βπΌNOTE: While saving your issues as a template, not all issue field values can be saved. Please check the list of supported fields here β Supported fields
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You are all set! ππ»