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 the following ‘Project permission’ on projects involved:
View Projects, View Issues, Create Issues, Assign Issues, Modify Reporter
To setup issue cloning or predefine issues, 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 ‘Issues’
Clone existing issues
NOTES
Only issue types configured in the template’s issue type scheme will be cloned.
New templates will NOT clone any issues unless admins configure it in the template settings.
Project Templates for Jira supports to clone up to 500 issue with each new project.
The following fields will be ignored during the cloning process: Attachment, Issue links, Sprint, Rank.
Issue cloning and linking occasionally fails if the issue summary uses special characters like parentheses.
In the ‘Issues’ tab of template settings, click on the edit icon of ‘Issue source project / JQL filter’
Choose how to select issue source
Option 1: Clone all issues from a source project. Select ‘Source project’ and select the project you want to clone issues from. Click ‘Save’ to confirm.Option 2: Clone all issues from a JQL filter. Select ‘Source JQL filter’ and specify the JQL filter. Click ‘Save' to confirm, this will validate the filter and potentially return an error message with hints.
A refreshable counter will display the amount off issues that exist inside the selected source project or specified JQL filter.
Specify additional configuration regarding issue cloning
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.
Click on ‘Predefine custom issue’ to create a new predefined issue.
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.
Instead of creating predefined issues from scratch, it is possible to clone existing predefined issues.