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.
Click View app actions (the apps list/icon) right under the issue summary and select Smart Templates.
π‘ Tip: If you want the Smart Templates panel to automatically load and stay visible for every issue in this project, toggle on "Show for all work items" at the top right corner of the panel.
Scroll down to the Smart Templates section.
Click Save as template, type in the Template name, and click OK.
You will see a notification with a link to your Templates list.
Done! Now you can find your newly created Template in the Templates 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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