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Templating.app Documentation

Permissions

In Templating.app, managing Subtask Templates is designed to be as flexible and inclusive as possible. The goal is to empower every team member to create and use these templates without relying on a single person or causing bottlenecks. This ensures that everyone can contribute to streamlining workflows, automating tasks, and keeping projects running smoothly.

Permissions Overview

To create, edit, or apply a Subtask Template, users only need one key permission: the ability to create issues in the relevant project. This keeps things simple and accessible for all team members.

  • Create Subtask Template: Create Issue permission in the project
  • Edit Subtask Template: Create Issue permission in the project
  • Apply Subtask Template: Create Issue permission in the project

Why This Matters

  • No Bottlenecks: Anyone who knows what subtasks are needed can jump in and create or adjust templates, avoiding delays.
  • Empowered Teams: All team members can take ownership of their tasks, ensuring the right labels, triggers, and structures are in place.
  • Consistency & Efficiency: Templates can be quickly updated and applied, helping teams stay consistent across projects.