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 🚀

Contents 👇🏻

1 Manage the Issue hierarchy
- 1.1 Add Issues
- 1.2 Choose an Issue Type
- 1.3 Delete Issues
- 1.4 Duplicate Issues
2 Pre-fill Issue fields
3 Add Smart Checklists

In order to edit a Template, navigate to your project sidebar → Apps → Smart Templates → 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 → 3-dots menu → select the Add child Issue option

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

Delete Issues

Navigate to the Issue you want to delete → 3-dots menu → click on Delete

Duplicate Issues

Navigate to the Issue you want to duplicate → 3-dots menu → click on Duplicate

☝🏼NOTE: Do not forget to click Save Structure, otherwise your changes won’t be saved

Pre-fill Issue fields

Ensure consistency across multiple boards with pre-filled fields in your Templates🔥

☝🏼NOTE: The list of fields you can edit depends on your Jira Project Configuration

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 🤟🏼