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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.

  1. Click either on ‘2. Configure template settings and predefine issues/components' in the dialog or on the settings icon in under Actions.

  1. In the template settings modal, click on the tab ‘Components

Clone existing components

After project creation, the app will clone all components from the specified ‘Component source project’ to the newly created project.

Edit the component source project

  1. Click on the ‘edit icon’

  2. Select the project you want to use as ‘Component source project’

  1. Click on ‘Save’

Notes:

  • Archived versions and inactive users are ignored and will not be copied to the new project.

  • New custom templates will add the base project as component, versions & project role actors source automatically.

  • You can click on the ‘trash icon’ to delete the source project to avoid cloning components.

Predefine new components

  1. Click on ‘Predefine custom component’

  1. Specify the new component

  • Component lead options:

    • None

    • Project creator

    • Project lead

    • Custom (Select a custom user)

  • Default assignee options:

    • Project default

    • Component lead

    • Project lead

    • Unassigned

  1. Click ‘Create’ to add a new predefined component to the project template settings.

  2. The predefined component will appear now in the template settings and can be either ‘Edited’ or ‘Deleted’
    (Editing or deleting predefined components, does not affect already created components in existing projects.)


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