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Templating.app Documentation

Apply Project Template

Applying a project template in Templating.app is a quick and efficient way to create new projects with predefined configurations. Follow these steps to use a project template:

Steps to Apply a Project Template

  1. Open Templating.app
    • Navigate to Jira → Apps → Templating.app.
  2. Access Project Templates
    • Click on the Project Templates button.
    • Note: This option is only available if you’re a Jira admin or if the admin has granted you permission to use project templates.
  3. Browse Available Templates
    • You’ll see a list of all available project templates, each with a short description.
    • Click on the template you’d like to apply.
  4. View Template Details
    • If configured, additional information like guidelines and links will be displayed.
  5. Provide Project Details
    • Enter a Project Name.
    • Define a Project Key or use the proposed key.
    • Based on the project template configuration, you may also need to:
      • Select a Project Lead.
      • Choose a Project Type (e.g., Software, Service Management).
      • Select Schemes (e.g., workflows, permissions).
  6. Configure Board Settings (if applicable)
    • If the template includes a board, you can choose to add it.
    • Provide a Board Name or use the proposed name.
  7. Create the Project
    • Once all details are entered, click Create Project.
    • The project will be created with the predefined settings from the selected template.