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Templating.app Documentation

Create and Edit Board Templates

Creating a board template allows you to standardize board configurations and fasten project setup.

Steps to Create a Board Template

  1. Open Templating.app Overview
    • Navigate to Jira and open Templating.app from the Apps menu.
  2. Go to Board Templates
    • Click on the Board Templates button in the Templating.app overview.
  3. Go to Administration
    • Click on Go to Administration (only available as Jira administrator).
  4. Create a Template
    • Click the Create a Template button.
  5. Configure the Board Template
    • Provide the following details:
      • Icon: Select an icon to represent the board template.
      • Name: Enter a name for the board template. This will help users identify it.
      • Description: Add a description to give context and help users understand the purpose of the board template.
  6. Select an Existing Board
    • From the Board dropdown, choose an existing board as the source for your template. Board templates are associated with existing Scrum or Kanban boards.
  7. Save the Template
    • Click Save to finalize your board template.

Copied Information and Configuration

General Settings
  • Admins: Includes the person who applied the board template.
  • Location: The board will be located in the project where the template was applied.
Board Filter
  • Filter: The board filter will be copied and adapted to the project where the template was applied.
Filter Permissions
  • User: The user who applied the template will be added.
  • Project: The filter will be adapted to the project for which the template was applied.
Additional Configurations
  • Board Sub-filter
  • Completed Issue Configuration
  • Columns: Includes constraints.
  • Swimlane Method
  • Quick Filters
  • Card Colors and Layout
  • Working Days and Timeline Configuration

Steps to Edit a Board Template

  1. Open Templating.app Overview
    • Navigate to Jira and open Templating.app from the Apps menu.
  2. Go to Board Templates
    • Click on the Board Templates button in the Templating.app overview.
  3. Go to Administration
    • Click on Go to Administration.
  4. Select the Board Template
    • Locate the board template you want to edit in the list.
    • Click on the template name to open the editing view.
  5. Edit Template Details
    • Update the following fields as needed:
      • Icon: Change the icon representing the board template.
      • Name: Modify the name to better reflect the template’s purpose.
      • Description: Revise the description for clarity or additional context.
  6. Update the Source Board (if necessary)
    • From the Board dropdown, you can select a different existing board to serve as the template source.
  7. Save Changes
    • Click Save to apply your changes to the board template.