Jira Template

[Faten.Kutbi]

Hey Community, 

We are aiming to create project templates in Jira so the end user only clicks on the needed template and all the phases of this kind of project came by default, what is the best way to do this in Jira Cloud? 

Thank you 

[Trudy Claspill]

Hello @Faten.Kutbi 

Jira end users are allowed to create only Team Managed projects, if that has been enabled by the Jira Administrators. Team Managed projects are designed to be completely independent of each other and cannot share configurations.

Company Managed projects can share configurations (field configurations, permission configurations, screen configurations, workflow configurations, etc.) but only Jira Administrators can create Company Managed projects. In that case you would create a project with all the configuration information set as you want it, then the Jira Administrators would check the box for Share Settings option. Refer to

https://support.atlassian.com/jira-software-cloud/docs/create-a-new-project/

If you are open to a third party app, take a look at Delegated Project Creator which allows you to specify "template" project configurations, lets end users request a project based on the templates you define, and enables you to specify non-Jira Administrators that can fulfill those requests.

[Faten.Kutbi]

Dear Trudy, 

thank you for your valuable comment, but the point is that i didn't want to use the ready-made template defined by Jira, I need to create my own template with my own issue type-workflow...etc. 
however, let me search more about the suggested plug-in. 

many thanks

[Trudy Claspill]

Hello @Faten.Kutbi 

The method I described is based on your own "template".

Create a Company Managed project. Customize the schemes (workflow, issue type, etc.) for that project. Don't add issues to the project. That project becomes your "template", but it will NOT be listed separately among the project templates when you go to create a project.

During the next project creation process make sure elect to make a Company Managed project again of the same time as the original project. When you get to the screen where you name the new project, check the box for "Share Settings" and specify you want to use the settings of the first project you created (the one where you customized the schemes). That will result in the new project sharing the schemes that were assigned to your "template" project. If you then make changes to those schemes it will affect the "template" project and all the project that were created where the "Share Settings" option was selected and that "template" project was created.

That will not necessarily copy the Agile board associated with the "template" project. If you created Quick Filters or other configuration items for the board for the "template" project you would have to recreate those configuration items for the board in the new project.