Technology

Streamlining Your Workflow: How to Create a Template in Jira

June 28, 2024
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In today’s fast-paced work environment, efficiency and consistency are key to project success. If you’re a Jira user, you know how powerful this tool can be for project management. But did you know that creating templates in Jira can take your productivity to the next level? In this blog post, we’ll guide you on how to create a template in Jira, ensuring that your team’s workflows are streamlined and your projects run smoothly. 

Step-by-Step Guide to Creating a Template in Jira 

Step 1: Define Your Template Requirements 

Start by identifying the common elements that need to be included in your template. This could be specific fields, task descriptions, or checklist items that are frequently used in your projects. Having a clear idea of what your template should include will make the creation process much smoother. 

Step 2: Create a New Issue Type 

  1. Navigate to the Jira Settings: Go to the Jira settings by clicking on the gear icon in the upper-right corner of your Jira dashboard. 
  1. Select Issues: From the settings menu, select “Issues” to access issue configuration options. 
  1. Add Issue Type: Under the “Issue Types” section, click on “Add Issue Type” and give your new issue type a name that reflects its purpose (e.g., “Project Template”). 
  1. Set the Attributes: Define the attributes for your new issue type, such as a description, and associate it with the relevant project. 

Step 3: Configure Your Template 

  1. Create a New Issue: Using your new issue type, create a new issue in Jira. 
  1. Add Default Values: Populate this issue with default values that will be included in every instance of this template. This might include default descriptions, tasks, subtasks, priority levels, and any other relevant information. 
  1. Save as a Template: Once you’ve configured the issue with all the necessary details, save it as a template. Unfortunately, Jira doesn’t have a built-in “save as template” feature, so you’ll need to use a workaround, such as creating a dedicated project for templates or using add-ons like “Jira Issue Templates” to manage your templates efficiently. 

Step 4: Utilize Your Template 

  1. Create New Issues from the Template: When you need to use the template, duplicate the template issue or use the template project as a base. Copy the template and adjust any details specific to the new issue or project. 
  1. Customize as Needed: Customize the new issue as needed, adding any additional information or adjusting fields that are specific to the current project or task. 

Conclusion 

Learning how to create a template in Jira can greatly boost your team’s productivity and maintain consistency across projects. By following these steps, you can set up efficient workflows that save time & reduce errors. Start creating your Jira templates today and experience the benefits of a streamlined project management process.