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How to create task template

Irina Stepanova November 27, 2020

How to create a task or bug or issue template to create them faster?

We are using Jira Cloud

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Walter Buggenhout
Community Champion
November 28, 2020

Hi @Irina Stepanova,

It depends a bit as to what you understand by template. It can be a a single issue with some pre-filled bits of text or certain default values. It can also be a structure of several issues.

Depending on your scenario, several options exist in the marketplace. Have a look into some options here.  

Irina Stepanova November 30, 2020

Hi, Walter!

Thank you for answering me. I meant a single issue with some pre-filled bits of text or certain default values.

Does your link to the marketplace mean that we don't have pre-installed features in Jira Cloud? 

Do you know how the feature "clone" work? May this help me without any other installations?

Walter Buggenhout
Community Champion
November 30, 2020

Hi @Irina Stepanova,

The clone function copies your template issue (if you like) with predefined values and text in it. You get to select a few options on creation as well:

Screenshot 2020-11-30 at 11.54.26.png 

So technically, it covers much of what you want to do. A couple of downsides in terms of user experience:

  • you must locate your template issue first and start the clone from in there. That may not be very user friendly;
  • the new issue is created in the same project as your template issue. You don't have control as to where you put it. So that means having plenty of template issues in several projects or having to move cloned issues into place after you create them;
  • the cloned issue is linked automatically to the template. That is probably something you don't want either, so you'll have to delete the link afterwards as well

Why I refer to the marketplace is because most of the time you want to hit the standard create button in Jira and then be able to use a template. And that's not possible out of the box.

Like Irina Stepanova likes this
Irina Stepanova November 30, 2020

Again THANK YOU! Especially for pointing downsides.

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