Creating Your First Issue Template

Let’s Get Started with Templating.app! Follow these steps to quickly set up your first Issue Template in Templating.app. Whether you’re building a simple workflow or a more complex task structure, this guide will help you get it done with ease 🚀.

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Tip

Prefer visuals over reading? We’ve got you covered! Check out our handy walk-through instead.

Create Issue Template

1. In Jira, open the Apps menu and select Templating.app.
   

2. Once inside, click the blue button called Issue Template to create a new template. You’re ready to start!
   

3. You can either select one of our example templates or …
4. Start fresh with a blank template to create one from scratch. The choice is yours!
   

5. Change the icon and color to suit your project’s style.
6. Select a project for the template. Remember: Templates are project-specific due to different configurations like issue types and custom fields.

Tip

You can apply a template to another project than the default. Check out this page for more info.

7. Name the template something meaningful (e.g., “Onboarding Checklist”).
8. Add a subtitle and description for clarity, then click Create to move forward.
   

Add Issues to your Template

1. Add the summary of the first issue. Then hit Enter or click Add issue to add more.
2. Drag’n’drop issues to place them in the correct order or create hierarchies. Templating.app supports Advanced Roadmaps, which lets you create additional issue hierarchies in Jira Cloud.
3. Click on the issue icon to change the issue type.
   

Note

In case you have added an issue into the wrong hierarchy level, you’ll see a warning sign. To resolve this, just place the issue (e.g.subtask) to the appropriate hierarchy level.

4. After setting up your issue structure, click on an issue to open the detail view on the right.
5. You can now add all relevant details, e.g. edit the summary, add a default description and many more.

Tip

Here’s a list of all standard and custom field types that can be populated with Templating.app.

6. Don’t forget to click Save as soon as you’ve entered anything that’s needed. You are now ready to apply your Issue Template!
7. You can also add dynamic variables or issue links to your template. Browse our documentation to learn more.