Create Description Template

Description Templates, also known as Issue Create Screen Templates, make creating issues in Jira effortless. When a user clicks the default Create button in Jira, these templates automatically apply, ensuring all the necessary information is in place — no extra steps required.

To create a Description Template, follow these steps:

Note

You must be a Jira admin to create Description Templates.

Basics to create a Description Template

1. Open Templating.app
   • Navigate to Templating.app from the Apps menu in Jira.
2. Access the Behaviour Builder
   • Click on Behaviour Builder.
3. Start Creating a Template
   • Click Let’s get started and then select Add Template.
4. Set Basic Details
   • Provide a name and description for your template. This helps you locate it easily when editing templates later.
5. Define the Scope
   • Choose the relevant projects and issue types for your template. You can select multiple projects and issue types as conditions for the template to apply.
6. Choose Execution Options
   • Select when the template should run:
     • Run immediately when the screen is loaded (default)
     • Run every time a field used in a condition changes (default)
     • Run every time any field changes
     • Show logs during execution (useful for debugging purposes)
7. Set Up Conditions and Modifications
   • Conditions: Define field values or user parameters that determine when the template applies. Visit our guide on Setting Conditions.
   • Modifications: Customize how the Issue Create Screen behaves when conditions are met. Learn more in our guide on Making Modifications.
8. Save Your Template
   • Once all configurations are complete, save your template.