Edit Templates
Build and customize flexible issue hierarchies - from multi-Epic initiatives to standalone tasks and checklists. Update a template once to keep your team’s processes standardized 🚀
Contents 👇🏻
Edit Templates
Find your template in the Apps menu or App Settings (Jira Admins only), click the three vertical dots (⋮) next to it, and select Edit.
Manage Your Issue Hierarchy
Smart Templates supports flexible, multi-root hierarchies. You can include multiple Epics, standalone Tasks, and Sub-tasks within the same template!
Adding Issues
Quick Add: Click the “Add issue” button directly below the hierarchy tree to add a new top-level issue of the same type.
Add Child Issue: Click
⋮on any issue → “Add child issue”.Add Parent Issue: In the same
⋮on an issue → “Add parent” (e.g., wrap a standalone Task into an Epic).
🔄 Changing Issue Types
Click directly on the Issue Type icon next to the summary in the right panel to switch types on the fly.
☝🏼NOTE: You can change the issue type for standalone issues only (issues without parent or child dependencies). Once an issue has parents or children connected to it, its issue type is locked.
📋 Duplicating & Deleting
Duplicate: Click
⋮on an issue -> Duplicate.Delete Options: Click
⋮on an issue and choose:Delete (keep children): Available for Epics (or higher levels) - deletes the Epic but retains all nested Tasks.
Delete with children: Deletes the Epic along with all child Tasks and Sub-tasks.
Delete (Tasks): Removes the Task and its attached Sub-tasks (since Sub-tasks cannot exist without a parent Task).
Pre-fill Fields & Checklists
Pre-fill Fields: Select any issue in the tree to customize its Summary, Description, Assignee, and Custom Fields in the right panel.
☝🏼NOTE: To edit a field in Smart Templates, it must be on our list of supported fields AND added to the Jira Issue Screen associated with the Create Issue action for that project and issue type.
Smart Checklists: Smart Templates is integrated with Smart Checklist! Add checklists to your Issue Templates and ensure your repetitive tasks always have clear and easy to follow ToDo's 🤟🏼
💡 HINT: Read more about Smart Checklist & Smart Templates possibilities here → Smart Checklist & Smart Templates
What’s Next?
Smart Templates has a lot more to offer. Once you’ve added issues and templated fields, here are advanced features you can explore next:
Make your issue templates flexible by adding placeholders for dynamic data like project names, dates, users, and more. | |
Insert automatically calculated dates – no coding needed. | |
Set a scheduler to automatically create issues for recurring processes like monthly tasks or quarterly reports. | |
Trigger issue creation from Automation for Jira or external tools. | |
Share templates across different projects to standardise processes. |