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Project Templates

Imagine starting a new project and instantly having access to a tailored blueprint designed to kickstart your workflow efficiently. With Templating.app’s new Project Template feature, this becomes a reality. Our innovative solution empowers users to streamline their project initiation process, saving time and ensuring consistency across all their endeavors.

Key Benefits

Efficiency Boost: Time is a precious resource, and wasting it on repetitive setup tasks can hinder productivity. With Project Templates, users can skip the initial configuration phase and dive straight into the heart of their project, accelerating the entire workflow.
 
Consistency and Standardization: Maintaining consistency across projects is crucial for ensuring quality and coherence. Our Project Templates feature allows users to establish standardized frameworks, ensuring that best practices are followed consistently across all projects, regardless of their complexity or scale.
 
Reduced Errors and Rework: Starting from scratch increases the likelihood of errors and oversights. By leveraging pre-defined Project Templates, users mitigate the risk of mistakes and unnecessary rework, leading to smoother project execution and higher overall quality deliverables.
 
Flexibility and Customization: While templates provide a solid foundation, we understand that every project is unique. Our solution offers the flexibility to customize templates to suit specific project requirements, allowing users to tailor their workflows while still benefiting from the efficiency of predefined structures.
 
Collaboration Made Easy: Streamlined project setup means that teams can get up and running faster, fostering collaboration and synergy from the outset. Whether working with a small team or across departments, Project Templates facilitate seamless collaboration by providing a shared starting point for all stakeholders.
 

Scalability: As your organization grows and undertakes increasingly diverse projects, the scalability of your tools becomes paramount. Templating.app’s Project Templates can scale alongside your business, adapting to evolving project needs and ensuring continued efficiency and effectiveness.

In today’s fast-paced world, efficiency and consistency are key to staying ahead of the curve. With Templating.app’s Project Templates feature, users can unlock a new level of productivity by streamlining project initiation, maintaining standards, and fostering collaboration. Say goodbye to wasted time and hello to streamlined workflows with Templating.app!

Create Project Template

To create a new project template in Templating.app as a Jira administrator, you have two methods available:

Method 1

  • Navigate to Jira Administration: From the top navigation menu, click on „Administration.“
  • Access Templating.app: In the Administration menu, locate and select „Apps.“
  • Choose Templating.app: Look for Templating.app in the list of installed apps and click on it.
  • Navigate to Templates: Within the Templating.app interface, locate and click on „Templates.“
  • Create Template: Find the option to „Create template“ and click on it.

Method 2

  • Open „Apps“ at the Top-Level Navigation: From the top-level navigation menu, click on „Apps.“
  • Select Templating.app: Look for Templating.app in the list of available apps and click on it.
  • Access Project Templates: Within the Templating.app interface, locate and click on „Project Templates.“
  • Navigate to Administration: Look for a blue panel within the Project Templates interface. This panel should include a link to the administration section. Click on it.
  • Create Template: You will be directed to the administration section where you can create a new template.

Configure Project Template

To configure a project template in Templating.app, follow these steps:
Access Project Template Configuration:
Click on „Create Template“ or select an existing template.
You will be redirected to the project template configuration page.
 
Choose Icon:
Select an icon that should be displayed for your users. Icons help users quickly identify and differentiate between templates.
 
Add Title and Description:
Provide a clear and concise title for the template.
Add a description that highlights key features or benefits of using this template. This information will assist users in deciding which template to choose from.
 
Include Additional Notes:
Use the notes section to provide supplementary information for users.
These notes will be displayed after a user has chosen a template and can include guidance on how to use the template effectively.
You can also add links to external documentation or resources for further assistance.
 
Define Project Type and Project Lead:
Optionally, define the project type and project lead for the template.
Leaving these fields empty will allow users to choose themselves during project creation.
 
Enable or Disable the Template:
Decide whether to enable or disable the project template.
Disabling a template means it won’t be visible for users, providing flexibility in managing available templates.
 
To choose schemes for your project template in Templating.app, follow these guidelines
Select Options Within Each Scheme:
For each supported scheme listed below, administrators can choose from different options that are available of each scheme:
  • Field Configuration Schemes
  • Issue Security Schemes
  • Issue Type Schemes
  • Issue Type Screen Schemes
  • Notification Schemes
  • Permission Schemes
  • Workflow Schemes
 
Configure Schemes for Template:
  • Within each scheme, administrators can select specific options to include in the template or leave them empty.
  • Leaving options empty allows users to decide which option to use during project creation.
  • If only one option is chosen for a scheme, it will be automatically applied to the project without user selection.
  • If multiple options are chosen for a scheme, users will be presented with a selection to choose from during project creation.
Save Configuration:
Once you have configured the schemes according to your preferences, save the template configuration.
 
By following these steps, admins can effectively configure schemes for project templates in Templating.app, providing users with flexibility while ensuring consistency and efficiency in project setup.

Define Permissions

Templating.app introduces a powerful feature that allows administrators to specify which users or groups have the ability to create projects based on project templates. By granting project creation permissions to non-administrative users, organizations can streamline project management processes while maintaining control and security.

Access Project Template Permissions:

  • Open the app configuration of Templating.app
  • Find and click on the „Permissions“ option.
 
To define Project Creation Permissions:
  • From the select fields, designate users or groups permitted to create projects.
 
To save permissions:
  • After selecting users/groups, click „Save“ to apply changes.
In Templating.app, users who aren’t granted project creation permissions won’t see the project templates button within the application interface. This ensures that only designated users or groups can access and utilize the project templates feature.

Customize Project Templates

This feature allows administrators to tailor project templates and provide additional guidance for users, enhancing usability and improving the overall user experience.
Select „Customization“:
Within the configuration options, locate and click on „Customization.“
 
Add Notes for Project Creation Page:
Administrators can add notes that will be displayed within the Project Creation page.
These notes can provide helpful instructions or guidance for users on how to effectively use project templates.
 
Add Alternative Text for Jira Schemes:
Administrators have the option to add alternative text for each Jira scheme.
This alternative text helps users understand the purpose and usage of each scheme, improving clarity and usability.
 
Add Alternative Text for Scheme Types:
Similarly, administrators can add alternative text for each available scheme type.
This alternative text provides additional context for users, helping them comprehend the functionality and significance of scheme types. 
By customizing project templates in Templating.app, administrators can optimize the user experience, provide valuable guidance, and improve usability for all users within the organization.

Apply Project Template

Creating a new project based on project templates offers users significant advantages. By utilizing predefined structures, users can streamline project setup, ensure consistency across projects, receive valuable guidance, reduce errors, and enjoy streamlined processes, allowing them to focus more on project goals and objectives rather than administrative tasks.
Navigate to Apps and Select Templating.app
Click on Project Templates
Within Templating.app, locate and click on „Project Templates.“
 
Select a Project Template:
Browse through the available project templates and choose one based on your needs.
 
Provide Project Details:
  • Start by giving the new project a name.
  • Optionally, you can change the project key provided.
 
Configure Project Setup:
  • Based on the template configuration set by an administrator, you may have options to configure the project setup.
  • If allowed by the administrator, select the project type and project lead.
  • Choose different scheme types if applicable.
 
Note: These options may not be available if your administrator has made specific selections.
 
Click Create Project:
Once you’ve provided the necessary details and configured the project setup according to your requirements, click „Create Project“ to finalize the process.
By following these steps, users can easily apply project templates in Templating.app, ensuring efficient and consistent project creation based on predefined structures set up by administrators.

Configure Project Templates for Agile Hive

Fast & Easy Project Creation for Agile Hive Cloud

It only takes about 5 minutes for an admin to create a Project Template for each SAFe level in Agile Hive. For the four SAFe levels that means 20 minutes total investment. The admin gains that back easily by reducing the time to create a project from a template to less than 1 minute per project. Depending on pre-set permissions also users can now pick the available schemes and start their Jira project at the SAFe level.
Your main benefits:

  • Save time & effort for admins: Admins can create individual Jira project templates based on available schemes. After setup, it only takes a few clicks to kickstart a project for any use case.

  • Reduce bottlenecks in Jira workflows: Specify permissions for non-admin users or groups, enabling your employees to create their own projects quickly.

  • Maintain consistency & reduce errors across projects: Pre-defined schemes will maintain coherence across projects and avoid disarray due to any custom project setup by teams.

All Agile Hive Scheme Types are supported:

Possible Project Templates

Agile Hive Scheme Types

Agile Hive Portfolio Template

  • Agile Hive – Portfolio – Issue Type Scheme

  • Agile Hive – Portfolio – Issue Type Screen Scheme

  • Agile Hive – Portfolio – Workflow Scheme

Agile Hive Large Solution Template

  • Agile Hive – Solution Train – Issue Type Scheme

  • Agile Hive – Large Solution – Issue Type Screen Scheme

  • Agile Hive – Solution Train – Workflow Scheme

Agile Hive Art Template

  • Agile Hive – ART – Issue Type Scheme

  • Agile Hive – ART – Issue Type Screen Scheme

  • Agile Hive – ART – Workflow Scheme

Agile Hive Team Template

  • Agile Hive – Team – Issue Type Scheme

  • Agile Hive – Team – Issue Type Screen Scheme

  • Agile Hive – Team – Workflow Scheme

Written description: Configure Agile Hive ART Project Template

You will find the Templating.app in the Atlassian Marketplace. Make sure that you are an administrator. If you have admin access in your Jira instance, you are ready and set for your first project template.

  1. Navigate to Apps and click on Templating.app.

  2. Access Project Templates: In the top right of the navigation, you can click on “Project Templates.” If you do not have this option displayed, you are probably missing admin access.

  3. Access Administration: Now you can see all project templates that are available at the time. In the top left, you can go to administration and edit templates or create a new one.

  4. Creating a template with Agile Hive Cloud schemes: In the setup, you can add various information like Name, Description, Notes, Project Type, and Project Lead. Also, choose if the project template will be enabled or disabled.

  5. Define available scheme types: You can pre-define which schemes should be available for a user that will use the template afterward:

For Agile Hive Cloud, you always have the schemes available for every SAFe hierarchy:

    • Agile Hive – ART – Issue Type Scheme

    • Agile Hive – ART – Issue Type Screen Scheme

    • Agile Hive – ART – Workflow Scheme

→ When there is no specific scheme that applies to your use case, you can always choose the “Jira Default.” If you do not choose one of the schemes, all of them will be available to the person creating a Jira project afterward.

After choosing all relevant options for your template, you can simply go back into the user interface and create your first Agile Hive template!

  1. Define Permissions: Navigate to Permissions in the left menu. Here you can add specific groups or specific users that will be able to use the project template.

  2. Create a project: Next, you can navigate back to the Project Template overview, choose a preferred template, and create your project with just a few clicks. Since all scheme types are already defined, you will only need to choose the name and key for your project.

  3. Create a Kanban board: After your project is created, you can navigate to “Boards” on the left, then “Create a Board” and choose Kanban Board. Now you can “Create a board from an existing project” and choose your Agile Hive ART Project.

  4. Voila! You’re done! 🥳

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Save time on repetitive tasks in Jira

Templating.app is your all-in-one Jira project management tool for custom Jira Issue templates, subtask templates & project templates

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