Applying Templates to an Issue
Overview
Templates help users overcome the difficulty of repetitive tasks by allowing them to quickly load predefined task structures into their issues. With this feature, users can efficiently apply an existing template to their current issue, ensuring consistency and saving time.
Users can apply any previously defined templates to their current Jira issue. This feature allows for quick and consistent task setup within issues.
Steps to Apply a Template
Follow these steps to apply a template to your Jira issue:
Locate and open the menu
Click on the menu button located in the top-right corner of the issue page.
Select "Apply" from "Templates"
From the dropdown menu, find the Templates section and click on Apply.
Template Selection Popup
A popup will appear, displaying the list of available templates.
View Available Templates
Each template displays the number of checklists and tasks associated with it.
Expand Template Details
To view the details, click on the chevron icon at the right end of the template.
Select Templates
Check the checkbox to the left of each template name to select one or more templates.
Apply the Selected Templates
Once at least one template is selected, the "Apply Selected Template(s)" button will be activated. Click this button to apply the selected templates to the issue. The popup will close, and the selected templates will be added to the issue.
Applied template
All the checklists and tasks from selected templates are applied to issue.
Important Notes
- No limit on applying templates: Users can apply the same template multiple times to an issue.
- Template creation permissions: Currently, only Jira admins or project admins can define templates.
Video Guide
Watch this short video demonstrating the steps to apply templates to an issue.