Create Project Template

Creating a project template in Templating.app is straightforward and gives your team the ability to quickly create consistent, well-structured projects.

Tip

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

Steps to Create Project Templates

1. Open Templating.app Overview: Navigate to Jira Navigation → Apps → Templating.app.
2. Access Project Templates: As an admin, click on the Project Templates button located at the top.
3. Go to Administration: In the Project Templates Overview, click on Go to Administration.
   • If templates have already been created, they will be listed with descriptions and their statuses (enabled or disabled).
4. Create a New Template: Click on Create a Template to start building a new project template.
5. Add Basic Information
   • Choose an icon, add a name, and write a description. These elements help users identify the template best suited to their needs.
   • Add an optional note with additional details such as guidelines, links, or formatted instructions. This note will be displayed when users select the template.
6. Set Template Details
   • Project Type: Choose between Jira Software or Jira Work Management projects.
   • Project Lead: Predefine a lead or leave this field empty to allow users to choose.
   • Status: Set the template to Enabled (available for use) or Disabled (hidden).
7. Board Templates (Optional)
   • Decide if a new board should be created when applying the project template.
   • Boards are only available for Jira Software Projects.
   • Select an existing Board Template or leave this field empty to skip board creation.
   • If multiple board templates are added, users can choose from them.
   • Learn more about adding board templates here.
8. Configure Schemes: Jira supports 8 scheme types, all of which can be included in your template:
   • Field Configuration Schemes
   • Issue Security Schemes
   • Issue Type Schemes
   • Issue Type Screen Schemes
   • Notification Schemes
   • Permission Schemes
   • Workflow Schemes
   • Priority Schemes

Note

Predefining Options
If only one option is selected for a field, the user will not see the field and cannot make changes.
If multiple options are selected, the user can choose from the predefined set.
If no option is selected, the user can choose from all available options.

9. Final Steps
   • After completing the configuration, click Create Template.
   • If enabled, admins and users with granted permissions can now create projects using your template.

Tip

Predefine schemes for consistency. This ensures projects align with organizational standards. In this case, users only need to set a project name, lead (if available), and board template (if applicable).