User Guide

Quick Start

Get your first template working in 3 steps:

1. Open the plugin — click Issue Templates in the Jira left sidebar (under "Your apps")

2. Create a template — click + Add template, fill in the name, summary, and description, then click Save template

3. Assign it to a project — in the dialog that appears, select a project and issue type, click + Add, then Save settings

From this point on, whenever anyone creates an issue in that project with the matched issue type, the Summary and Description fields will be automatically pre-filled with your template content.

Interface

Template List Page

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Expanding the Action menu reveals four per-template operations:

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Features

1. Create a Template

Click + Add template to open the Create Template dialog.

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Rich-text editor toolbar supports:

• Headings, bold, italic, strikethrough

• Bullet lists, numbered lists

• Links, code blocks, tables, mentions

• Undo / redo

Click Save template to save. The "Assign to projects" dialog will open automatically after saving.

2. Assign a Template to Projects

After saving a template, the Assign to projects dialog opens. You can also access it later via the ··· menu → Assign to projects.

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Steps to assign:

1. In the Search projects field, type and select a project

2. In the Select issue type dropdown, choose the issue type (e.g., Bug, Story, Task)

3. Click + Add to add the combination to the list

4. Repeat steps 1–3 for additional project/issue type combinations

5. Click Save settings to confirm

Each row in the assignment list shows:

Tip: One template can be assigned to multiple projects and issue types simultaneously.

3. Template List After Assignment

Once assignments are saved, the Projects column in the template list shows all linked project + issue type pairs.

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Each project assignment displays:

• The project icon and project name

• The issue type badge (e.g., Story, Bug, Task) in the corresponding color

4. Automatic Pre-fill on Issue Creation

This is the core feature. When a user opens the Create Issue dialog for a project and issue type that has a template assigned, the Summary and Description fields are pre-filled automatically — no extra clicks needed.

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5. Edit a Template

1. In the template list, click the ··· menu on the row you want to edit

2. Select Edit Template

3. Update the Template Name, Issue Summary, or Description

4. Click Save template

6. Duplicate a Template

Use Duplicate Template to quickly create a new template based on an existing one — useful when you need similar templates for different projects or issue types.

1. Click the ··· menu on the template you want to copy

2. Select Duplicate Template

3. A new template is created with the same Summary and Description content

4. Edit the duplicate's name and content as needed, then assign it to the target projects

Tip: Duplicating is faster than creating from scratch when templates share a similar structure (e.g., Bug templates for different teams).

7. Delete a Template

1. Click ··· → Delete on the template row

2. Confirm the deletion in the confirmation dialog

Note: Deleting a template removes all its project assignments. Issues that were already created will not be affected.

8. Search and Filter Templates

Use the top-right controls to quickly find templates:

Configuration

Template behavior is controlled by the Admin Page settings. See the Admin Page User Guide for details.

Key configuration option:

FAQ

Q: How do I know if auto-fill is working for a project?
A: Open the Create Issue dialog for that project and issue type. If the Summary and Description fields are pre-filled, the template is active. Make sure the template has been saved and correctly assigned to the project + issue type.

Q: Can one project have multiple templates for the same issue type?
A: Each project + issue type combination can only be assigned to one template. If you assign a second template to the same combination, it will replace the previous assignment.

Q: The auto-fill is not appearing when I create an issue. What should I check?
A: Verify the following:

1. The template is assigned to the exact project and issue type you are creating

2. The plugin is installed and enabled in Jira

3. Refresh the page and try again — there may be a brief loading delay on first use

Q: Will the template overwrite content I've already typed?
A: No. The plugin detects if you have manually modified the Summary or Description and will not overwrite your input. The pre-fill only applies when the fields are at their default empty/placeholder state.

Q: Can I use the same template for multiple issue types (e.g., Bug in Project A and Bug in Project B)?
A: Yes. You can add multiple project + issue type combinations in the "Assign to projects" dialog. A single template can serve as many assignments as needed.

Q: Who can see and use the templates when creating issues?
A: All Jira users with access to the relevant project will automatically see the pre-filled content. Viewing and using templates requires no special permissions.

Quick Reference