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Edit Templates

Edit Templates

Edit issue hierarchy and fields from a single view: add Epics, Tasks, Sub-tasks, pre-fill issue summary, description, components, and more, including custom fields ๐Ÿš€

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Contents ๐Ÿ‘‡๐Ÿป

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In order to edit a Template, navigate to your project sidebar โ†’ Apps โ†’ Smart Templates โ†’ click on 3-dots menu for the Template you want to edit

Manage the Issue hierarchy

Add Issues

In order to add an Issue to your Template, navigate to the parent Issue โ†’ 3-dots menu โ†’ select the Add child Issue option

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Choose an Issue Type

  • click on the Issue you want to change the type of

  • navigate to the right panel

  • select the Issue Type near the Issue Summary

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Delete Issues

Navigate to the Issue you want to delete โ†’ 3-dots menu โ†’ click on Delete

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Duplicate Issues

Navigate to the Issue you want to duplicate โ†’ 3-dots menu โ†’ click on Duplicate

โ˜๐ŸผNOTE: Do not forget to click Save Structure, otherwise your changes wonโ€™t be saved

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Pre-fill Issue fields

Ensure consistency across multiple boards with pre-filled fields in your Templates๐Ÿ”ฅ

โ˜๐ŸผNOTE: The list of fields you can edit depends on your Jira Project Configuration

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Add 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 ๐ŸคŸ๐Ÿผ

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