Edit Templates

Edit issue hierarchy and fields in one place: add Epics, Tasks, Sub-tasks, pre-fill summaries, descriptions, custom fields. Break down complex tasks with actionable checklists. Update a template once and apply changes across processes 🚀

Contents 👇🏻

1 Edit Templates
- 1.1 Edit Issues
  - 1.1.1 Add Issues
  - 1.1.2 Choose an Issue Type
  - 1.1.3 Create multiple parent issues
  - 1.1.4 Duplicate Issues
  - 1.1.5 Delete Issues
- 1.2 Pre-fill Issue fields
- 1.3 Add Smart Checklists
2 What’s Next?

Edit Templates

To edit your templates:

Open the Template List from the Apps menu or project navigation bar.
Locate the template you want to edit.
Click the 3-dots menu next to it and select Edit.

For Jira Admins there’s also an ability to edit templates from the Global Settings

Go Settings → Apps → Smart Templates.
Locate the template you want to edit.
Click the 3-dots menu next to it and select Edit.

Edit Issues

Add Issues

To add Issues to your Template, navigate to the parent Issue → 3-dots menu → select the Add child Issue option.

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Choose an Issue Type

To change the issue type click on the issue → navigate to the right panel → select the issue type near the issue summary

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Create multiple parent issues

To create two Epics, two Tasks etc. simply duplicate the parent issue.

Duplicate Issues

To duplicate issues navigate to the Issue you want to duplicate → 3-dots menu → click on Duplicate

Delete Issues

To delete issues navigate to the Issue you want to delete → 3-dots menu → click on Delete

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☝🏼NOTE: Do not forget to click Save Template to save your changes.

Pre-fill Issue fields

Pre-fill issue fields to ensure consistency and reduce manual errors. Standardised templates help keep your processes aligned and your data clean.

☝🏼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 🤟🏼

💡 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:

Variables🔄	Make your issue templates flexible by adding placeholders for dynamic data like project names, dates, users, and more.
Smart Variables🔢	Insert automatically calculated dates – no coding needed.
Scheduler⏰	Set a scheduler to automatically create issues for recurring processes like monthly tasks or quarterly reports.
Template Automation with Webhook links⚡️	Trigger issue creation from Automation for Jira or external tools.
Global Templates🌐	Share templates across different projects to standardise processes.