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Create Issue from Template

Here you will learn how to create a new issue from Jira template with Easy Templates for JIra app.

Jira Cloud Instructions

It's very easy to create a new Jira issue using a previously saved Template.

You have 2 options: "Create"  or "Prefill new issue" flows. Both have their benefits.

Create flow

Use it for templates with child tasks and to streamline new issue creation.

  • Go to your Jira instance

  • Click “Templates” button on the left sidebar or click “X” button

  • OR click Apps → "Templates" on a top header menu:

  • Follow the process to choose and fill in all the necessary information

    1. Issue Creation.png

    Create Jira issue from the Template

If you have added Variables in you template’s content (like <<Event Name>> - you'll be asked to fill its values.

  • Click "Create"

  • A new Jira issue(s) will be created the all the fields are automatically filled 🎉

  • Sub-tasks or child issues will be auto-generated for a corresponding issue containing their own summary and descriptions

You can use a hotkey to call the Templates selection dialog. Just press "x" being inside your Jira instance.

Prefill New Issue flow

Use it if a modification to content is required prior to an actual new issue creation.

  • Go to your Jira instance

  • Click “Templates” button on the left sidebar or “Apps” → “Templates” in the main navbar or click “X” button

  • A modal window will be opened asking you to choose the proper Project, Issue Type, Template

  • Click "Prefill New Issue" button

  • You will be navigated to the standard "Create Issue" dialog with values pre-filled from the template

    Prefill issue.png

  • Adjust fields and Create a new issue.

  • Then the issue with all child or subtasks will be created! 🎉

Jira Server and Data Center Instructions

It's very easy to create a new Jira issue using a previously saved Template.

Unlike in the Cloud version - now you can use only a single "Create" flow. Check it out!

  • Go to your Jira instance

  • Open "Issues" menu

  • Click “Create from template” menu item

In order to see "Create from Template" menu item the user need to have a Global Permissions -> Bulk Change permission

  • Modal window will be opened asking you to choose Project, Issue Type, Template

  • Click "Create"

A new Jira issue will be created immediately and pre-filled with the following fields

  • Summary

  • Description

  • and the rest of the saved fields

Sub-tasks will be auto-generated for corresponding issues containing their own summary and descriptions



For any questions or feature requests contact us via Customer Portal

Or drop us email support@appliger.atlassian.net









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