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Create Issue using Template

Learn how to turn any Jira issue into a reusable template and configure it for automated or manual use across your Jira projects.

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🧩 What is an Issue Template?

An issue template in Templify is a regular Jira issue that has been marked as a template using the Templify app. Once marked, it can be reused to generate new issues, prefill create forms, or serve as a foundation for hierarchical issue structures.

Templify stores additional metadata and configuration behind the scenes to extend the behavior of this issue – but it remains fully editable like any other Jira issue.

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🛠 Where to Manage Templates?

Templify adds a dedicated section called Issue Templates on the Jira issue view. From this panel, you can:

  • Mark or unmark the issue as a template

  • Configure template properties (dynamic values, visibility)

  • Access features, such as “Create from template”

This seamless integration ensures templates are managed exactly where issues live – within the context of your existing Jira instance.

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🔄 What Happens After Marking an Issue as a Template?

Once an issue is set as a template, it becomes available in multiple places:

  • ✅ “Create from Template” action: instantly generate a new Jira issue based on this template (with or without hierarchy, links).

  • ✅ Issue Template Picker: select it from a dropdown in the native Jira Create Issue form to prefill fields and structure.

  • ✅ Default values per project/issue type: configure this template to automatically prefill new issues for a specific context.

Templify ensures that templates can be reused consistently, no matter where your users work inside Jira.

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🧪 Interactive Demo

Below is a step-by-step interactive walkthrough showing how to:

  1. Open a Jira issue

  2. Mark it as a template

  3. Configure its properties (e.g., labels, type, hierarchy settings)

  4. Preview how the template works in real-time

This demo will help you get started quickly and explore the full potential of issue templates.

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Tip: Templates can be updated at any time. Changes apply immediately when the template is used next.

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📌 Best Practices

  • Create templates from well-structured, production-ready issues

  • Use clear summaries and dynamic variables in fields to increase reusability

  • Avoid duplicating similar templates – instead, use dynamic expressions to adapt content

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