Issue Templates
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Create your first Issue Template
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More InformationExcited to start maximizing your project management efficiency? With Templating.app, it’s a breeze!
Let’s dive into creating your first template, simplifying complex processes and unlocking newfound productivity in your Jira Cloud workspace. Let’s get started!
Creating Your First Template with Templating.app
Ready to revolutionize your project management? Let’s embark on the journey of creating your first template with Templating.app! Here’s a simple guide to get you started:
- Navigate to Templating.app: Head to the top-level navigation within your Jira Cloud instance and select “Apps.”
- Select “Templating.app”: Find and click on “Templating.app” from the list of available apps.
- Click on “New Template”: Start the process by clicking the “New Template” button.
Choosing Your Starting Point: Now, the choice is yours. You can either begin from scratch or leverage one of our customizable templates tailored to various needs.
Starting with a Blank Canvas? Here's What to Do:
- Choose Icon and Color: Personalize your template by selecting an icon and color scheme that resonates with your project’s identity.
- Add Name and Description: Provide a clear and concise name along with a brief description. This helps your colleagues understand when to utilize this template effectively.
- Select Project: Determine the project where the template will be applied. This is where issues will be created when utilizing the template.
- Click Create: Once you’ve set up the basics, hit the “Create” button to bring your template to life.
With the fundamentals in place, it’s time to unleash the magic and tailor your template to fit your project’s specific requirements. Let’s dive in and transform your workflows like never before!
Customizing Your Template: Defining Hierarchies and Details
Once you’ve created the basic structure of your template, it’s time to fine-tune it to perfection. Here’s a step-by-step guide to help you navigate through the process seamlessly:
- Enter Your First Issue: Start by entering the details of the first issue that should be included in your template. Don’t worry; you can always make changes later if needed.
- Add More Issues: Continue building your template by adding additional issues as necessary. Simply hit enter or select the plus icon to add a new issue.
- Arrange the Hierarchy: Drag and drop each issue to its desired position to create the hierarchy as intended. This ensures that your template’s structure reflects your workflow accurately.
- Define Issue Type: Click on the issue icon to change its type, ensuring it aligns with the available issue types in your project. Note: If an issue type appears greyed out, it means it needs to be placed in the correct position within the hierarchy. For example, a subtask issue type requires a parent issue.
- Address Warnings: If a warning sign appears, it indicates that either the issue type or its position within the hierarchy needs adjustment. Take the necessary steps to resolve any warnings and ensure smooth workflow execution.
- Add Child Issues: To create a hierarchical structure, select the plus icon beside an issue to add a child issue. This allows you to establish multi-level relationships within your template.
By following these steps, you’ll be able to craft a comprehensive and well-organized template that streamlines your project management processes effectively. Let’s continue to refine your template and unleash its full potential!
Adding Issue Details and Saving Your Template
Once you’ve structured your template hierarchy, it’s time to add the necessary details to each issue. Here’s how you can do it effortlessly:
- Click on an Issue: Simply click on the issue within your template hierarchy to start adding its details.
- Add Relevant Information: On the right side of the screen, you’ll find all available issue fields based on your project and issue type configuration. This includes fields like Description, default assignee, reporter, labels, and more. Fill in all relevant details to ensure clarity and accuracy.
- Utilize Variable-Based Field Values: Occasionally, you may have the option to add a field value based on a variable. While this feature offers advanced customization, for now, let’s focus on the basics.
- Click Save: Once you’ve added all necessary details, click on the “Save” button to preserve your changes.
After saving your template, navigate back to the main screen by clicking on “All Templates” located at the top of the left sidebar. Here, you’ll find your newly created template residing within the Template Library of your company.
Additional Note: Custom Fields
Keep an eye out for the blue panel at the bottom of the screen while adding issue details. Occasionally, you might encounter additional (Custom) Fields that are available but not yet supported by Templating.app.
If you come across such a scenario, simply select the needed Custom Field, and note down the shown Issue Key. You can then reach out to us via email or visit our Help Desk for further assistance. We’re here to ensure that your template creation experience is as smooth as possible
Add Variables for Dynamic Content
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More InformationWhy Add Variables to Your Templates?
Picture this: a project with countless tasks, each with its own unique requirements. Manually adjusting details for every instance is not just time-consuming; it’s prone to errors. That’s where variables come in. Variables are the magic ingredients that infuse your templates with flexibility and precision. By incorporating variables, you transform static templates into dynamic tools capable of adapting to diverse contexts effortlessly.
But How Do You Do This?
Let’s embark on this journey together and revolutionize the way you manage projects on Jira Cloud. Get ready to elevate your productivity, enhance collaboration, and simplify your workflow with Templating.app.
Adding Variables to Your Template: A Step-by-Step Guide
Ready to supercharge your templates with dynamic variables? Follow these simple steps to harness the full potential of Templating.app:
1. Create or Edit Your Template: Begin by either creating a new template or editing an existing one to suit your project needs.
2. Navigate to “Form & Variables”: Once in the template editor, locate and click on the “Form & Variables” option. This will be your gateway to integrating variables seamlessly into your template.
3. Click on “New Variable”: Within the “Form & Variables” section, click on the “New Variable” button to initiate the variable creation process.
4. Choose Variable Type: A world of possibilities awaits as you select the type of variable that best suits your requirements. Choose from the following variable types:
- Text: Ideal for capturing short, concise inputs.
- Paragraph: Perfect for gathering more extensive textual information.
- Number: Use this type to collect numerical data.
- User: Assign tasks or gather user-specific information effortlessly.
- Date: Capture dates and deadlines with precision.
- Select: Create dropdown menus for easy selection among predefined options.
- Multi-Select: Allow for multiple selections from a predefined list.
Bonus for Tempo Users: If you’re leveraging Tempo for your project management needs, unlock even more possibilities by selecting from additional variable types such as Tempo Account and Tempo Team.
Customizing Your Template Form: Tailoring Variables to Your Needs
Now that you’ve selected your variable types, it’s time to craft a personalized form that captures exactly what you need. Follow these next steps to create a seamless user experience:
1. Add Placeholder Values: Enhance user guidance by adding placeholder values to your variables. These placeholders serve as examples or prompts, providing clarity on the type of information expected. Whether it’s a brief description or a sample input, placeholders help users understand what to input into each field.
2. Set Default Values: Streamline the process further by setting default values for your variables. Default values automatically populate the fields, saving users time and effort, especially for commonly used inputs. From dates to dropdown selections, defaults ensure consistency while allowing users the flexibility to make adjustments as needed.
3. Preview Your Form: Visualize the user experience with the preview feature. See exactly how your form will appear to users when they apply the issue template. This invaluable tool allows you to fine-tune the layout, ensuring clarity and usability before deployment.
4. Drag ‘n’ Drop for Customization: Take control of your form’s layout with the drag ‘n’ drop functionality. Arrange variables in the desired order effortlessly, ensuring logical flow and intuitive navigation for users. Whether prioritizing certain fields or grouping related variables, customization is at your fingertips.
Need to capture multiple dates or gather various textual inputs? No problem. Simply add as many instances of the desired variable type as necessary, empowering you to comprehensively collect the information you require.
Integrating Variables into Your Template Issues: A Seamless Process
Before diving into your template issues, it’s crucial to ensure your variables are set up and saved. Follow these straightforward steps to prepare your variables for seamless integration:
1. Save Your Variables: Ensure all your variables are configured and saved according to your template’s requirements. Once your variables are set up, you’re ready to proceed to the next steps.
2. Navigate to the Issues View: Head over to the Issues View within Templating.app to access the issues where you want to include your variables. Choose the specific issue from the left-hand menu that should inherit your variables.
3. Adding Variables to Text Fields: For text fields such as the Summary or custom fields of type “short text,” simply type “/” to trigger a dropdown menu showcasing possible variables. Select as many variables as needed, and feel free to intersperse them with normal text for context.
4. Adding Variables to Description or Paragraph Fields: When dealing with description or paragraph custom fields, locate the “variables” dropdown menu. Click on it to reveal the available variable options. Choose the relevant variables to include in your field content.
5. Other Custom Fields: For other custom fields like assignee, reporter, or labels, each may have its own input method for variables. Simply click on the field to select and assign the desired variable(s) accordingly.
Here’s the beauty of Templating.app: variables aren’t restricted to just one use. In fact, you can employ them as often as needed within a single issue or even across different issues within the same template. This means you have the freedom to customize each issue precisely to your requirements, without limitations.
Finalize Your Template with a Click: Save Your Issue Template with Variables
Once you’ve meticulously crafted your issue template, ensuring every detail and variable is perfectly in place, it’s time for the final step: saving your work. Click the “Save” button to preserve your Issue Template, complete with all the variables you’ve incorporated.
Apply Issue Template
Unlock Efficiency with Issue Templates in Templating.app
Welcome to Templating.app, your go-to solution for streamlining your Jira Cloud experience. Are you tired of repetitive tasks, wasted time, and inconsistent issue creation in your projects? Look no further.
Issue templates are the secret sauce behind a well-oiled Jira Cloud instance. They offer a structured approach to issue creation, ensuring consistency, completeness, and efficiency across your teams. With Templating.app, harnessing the power of issue templates has never been easier.
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More InformationHere's how to apply an Issue Template using Templating.app:
1. Navigate to Apps: Head to the Apps section in your Jira Cloud instance and select “Issue Templates.”
2. Access the Template Library: Upon entering, you’ll find yourself in the Template Library, where all available Issue Templates are listed.
3. Filter Options: To narrow down your search, utilize the filter options. You can filter by project or template name to quickly locate the desired template.
4. Once you click on a template, a preview of the included issues and their hierarchy will appear on the right side of the page. Simply click “Create Issues” and within moments, your issues will be generated.
If an issue template contains variables, a form will open after clicking “Create Issues.” Here, you’ll be prompted to fill in the fields as requested. Once you’ve entered the necessary information, simply click “Create,” and your customized issues will be generated instantly.
For easy access, you can instantly open any issue by clicking on it, which will open in a new tab.
Tip: If you find yourself using the same template repeatedly, save time by bookmarking its URL or clicking the star icon to mark it as a favorite. Favorited templates will be conveniently displayed at the top of the template library for quick access.
Edit or Delete Issue Template
Updating an Issue Template in Templating.app is quick and straightforward:
- Navigate to Issue Templates in Jira.
- Choose the template you want to edit.
- Click the edit icon.
- Modify the template details as needed.
- Save your changes.
Deleting an Issue Template in Templating.app is simple and swift:
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More Information- Navigate to Issue Templates in Jira.
- Select the template to delete.
- Click the edit icon on the right.
- Navigate to the details page.
- Click the three-dot menu icon.
- Choose “Delete”
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