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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 the following ‘Project permission’ on projects involved:

  • View Projects, View Issues, Create Issues, Assign Issues, Modify Reporter

  1. 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’

2.4.mp4

Clone existing issues

NOTES

  • 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, Status, Sprint, Rank.

  1. In the ‘Issues’ tab of template settings, click on the edit icon of ‘Issue source project / JQL filter’

    1. Option A: Clone all issues from a source project. Select ‘Source project’ and select the project you want to clone issues from. Click ‘Save’ to confirm.

    2. Option B: 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.

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

    1. Keep existing reporter (default)

    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

Note: 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.

A refreshable counter will display the amount off issues that exist inside the selected source project or specified JQL filter.

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.

Instead of creating predefined issues from scratch, it is possible to clone existing predefined issues.

Overview | 3. Permission

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