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Overview

Kickstart each new project with a set of predefined Epics, Tasks & Sub-Tasks. Project Templates for Jira allows to automatically create issues with every created project. To do that admins can either specify a JQL filter of existing issues, or predefine a set of new issues.

Issue Creation - App Permission Prerequisite

Project role: atlassian-addons-project-access requires ‘Project permission’ on projects involved

  • View Projects

  • View Issues

  • Create Issues

  • Assign Issues

  • Modify Reporter

  1. Click either on ‘2. Configure template settings' in the dialog or on the settings icon in under Actions.

2. In the template settings modal, click on the tab ‘Clone & predefine issues’

Clone existing issues

NOTES

  • Limitation: Only the first 500 issues of the filter will be cloned.

  • Ignored Fields: The following fields will be ignored during the cloning process: Attachment, Issue links, Sprint, Rank.

We acknowledge these limitations and apologize for any inconvenience they may cause. Rest assured, we are actively working to address these restrictions one at a time, aiming to enhance the feature and provide a smoother experience for our users.

  1. Specify a JQL filter of issues you want to clone. Saving the JQL filter will validate the filter and potentially return an error message

  2. Specify who should be the reporter of the cloned issues.
    Options:

    1. Keep existing

    2. Project lead

    3. Project creator

    4. Technical app user

    5. Custom user.

  3. Specify what to do with existing Epic links, or links to higher level hierarchy (Jira premium)
    Options:

    1. Link to cloned Epic (default)

    2. Keep original Epic link

    3. Clear

Please note that only issue types configured in the template's issue type scheme will be cloned. Ensure that the desired issue types are properly set up in the template to enable their cloning during project creation.

Predefine new issues

Additionally to cloning issues, Project Templates for Jira allows to predefine new issues in the template settings. You can specify a hierarchy Epic → Task/Story → Sub-task to link predefined issues together.

  1. Click on ‘Predefine custom issue’ to create a new predefined issue.

  2. Specify predefined issue fields and click ‘Create’

3. Result: Each project created based on ‘My first project template’ will now also create a Task called ‘Check project role assignment’. You can click Edit or Trash icon to adjust existing predefined issues.

If you need predefined issues with custom field values, use the clone issue functionality instead or connect Project Templates for Jira with Jira automation to create advanced automation.

Overview | 3. Permission

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