Managing Templates

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Here you will learn how to Manage Jira Issue Templates in Easy Templates for Jira app

You must be a System Administrator or Project Administrator to perform these actions.

Instructions

👩‍💻 For Project Admins

Navigate to Project
Go to Project Settings → Apps → Easy Templates
You can Edit, Delete, and Sort templates
Use “…” 3 dot menu for additional actions

👨‍💻 For System Admins

To manage saved Templates. Follow the steps:

Go to your Jira Cloud instance
On the top menu: Apps → Manage your Apps → find “Easy Templates for Jira” section on the left side bar ➔ Manage Templates
or type on your keyboard "gg" and call "quick access popup"
when you can type "Manage Templates"
When navigated - a list of available templates will be shown
You can Edit, Delete, and Sort templates
Use “…” 3 dot menu for additional actions
Click on the template name to enable/disable fields, turn on/off child issues creation, or change the content of Parent/Child issues

Check the following links for better understanding Template Editing abilities on Jira Cloud

How to Enable template fields
How to Set Template Scope

Note for archived projects

If the Project, which issue was a source for a Template, was removed from the instance then the Template might be broken for editing and hidden from using while new issue creation.

See also

Set Template scope

Variables & Forms

Configure Template fields

Copy Template

Delete Template

For any questions or feature requests contact us via Customer Portal