Set global template as default

Owned by Pavel Pavlovsky (Unlicensed)
Last updated: Nov 14, 2023 by Oleksandra Kravets
2 min read

This option is available for users with System Admin permissions only

Smart Checklist allows setting the template as a default for all or selected issue types for all or selected projects.

Steps

  1. Go To Manage Apps

  2. Smart Checklist → Settings → Templates

  3. Click “Add New” or click on a Templates

  4. After you choose Projects - define the issue types you want to set these templates for.

  5. Check Details below.

  6. Save

  7. Now, the template will automatically be applied for selected issue types of selected projects upon Jira issue creation

Template visibility Scope

You can define in which projects the template would be displayed and used.

Projects. Options:

  • All Projects (default) - Share template between all projects

  • Single Project - Share template within selected project only

  • Multiple Projects - Share template between selected projects

If “Projects” value set to Single Project - then the template is treated as “Project Template”. The Project Administrator will get the ability to edit and manage templates via “Manage Templates” popup under Jira Issue.

Read more:Manage project templates

Template default context

You can define if the checklist template will be applied automatically by default while new issue creation.

Default for Issue Types. Options

  • None (default) - no default template rules to be applied

  • Multiple issue types - apply a template as default for selected issue types.  In the dropdown, you’ll see issue types available for your selected projects.

You can set several default templates per single issue types