Create template
When creating a template, you have to go through a short wizard divided into steps listed below.
| Step | Description |
|---|---|
| Basic info | Provide the basic information like template name or type. |
| Details | Fill the target project, issue type, and system & custom fields values. |
| Subtasks (optional) | Create a list of templates for subtasks. |
| Stories (optional) | Create a list of template for stories in case of epic template. |
| Planner | Plan when the issue(s) in the selected project will be created |
Info
System and custom fields are from the Create Issue screen configuration.
Steps
- Click on the Apps in the top bar, choose Scheduled Templates
- The Templates section is active by default. You should now see a list of templates
- Click on the + Create template button
- Provide template name, description (optional), and choose a template type
- Select template availbaility (Public, Private, Cross-Project)
- Advanced options will appear for Private (and Cross-Project) types
- Provide restrictions in the advanced settings (optional - only for Private and Cross-Project)
- Select a project and issue type of newly created issue. Provide values for fields and custom fields
- Create subtasks or stories if needed
- Trigger type: schedule a template using one of four options. They are described on this page in detail
- Click on the Save button
Info
When you select the cross-project template, the next steps in the dialogue have changed: the Planner option has disappeared. The changes are also in the Details step - let’s get to it. As you can see, the form is simpler. Read more about this type of template on this page.
Result
A new template has been created. You can preview it on the template list.