Use Easy Templates app's Screen flow

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

This feature is set to be deprecated in the future. We encourage users to embrace the new issue creation flow, which includes a seamless integration of template selection in the Jira Create Issue screen.

Instructions

You have 2 options: Create or Prefill new issue flows within Easy Templates app's Screen.

Are you looking for Jira native Create Issue screen integration? Check other instructions.

Common Initial Steps

1. Access the Templates Menu

   • Navigate to your Jira instance.

   • Click on the "Templates" option in the Project navbar. Move menu item for better usability.

• Alternatively, go to "Apps" in the top header menu and select "Templates".
  Old Jira Navigation:

  

  New Jira Navigation:

  

2. Select Project and Issue Type

   • On the Templates page, choose the appropriate Project and Issue Type for your new issue.
     

     

3. Choose a Template

   • Select the desired Template from the list provided.

4. Fill in Template Variables (If Applicable)

   • If the template contains variables (e.g., <<Event Name>>), a prompt will appear for you to enter the required values.

🚀 Option 1: ”Create” flow

Use Case: Ideal for templates that include child tasks and when you want to create an issue without additional modifications.

1. Finalize Issue Creation

   • Click "Create" to generate the new issue.

     

   • All fields will be automatically populated based on the template.

   • Any sub-tasks or child issues defined in the template will also be created.
     

     

🗒️ Option 2: Prefill New Issue Flow

Use Case: Suitable when you need to modify or review the issue content before finalizing its creation.

Steps:

1. Initiate the Prefill Process

   • click the "Prefill" button.

2. Modify Prefilled Content

   • The Jira Create Issue page will open with fields pre-filled based on the template.

   • Here, you can adjust any fields as necessary before proceeding.

3. Finalize Issue Creation

   • Click "Create" to generate the issue with your modifications.

   • Any sub-tasks or child issues defined in the template will also be created.
     

• Adjust fields and click “Create”

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

Template Variables: Using variables in templates allows for dynamic content insertion, making the issue creation process more flexible.

For any questions or feature requests contact us via Customer Portal