Edit Templates
- Oleksandra Kravets
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 👇🏻
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 🤟🏼