Quick Guide
Start using Templify with a practical, hands-on guide. Learn how to apply templates, use the field picker, and prefill issue forms automatically.
Welcome to the Quick Guide – your entry point to using Templify effectively within Jira Cloud. This section will walk you through the three core features that help you create structured, consistent, and automated Jira issues with ease.
Whether you're looking to speed up daily tasks, reduce manual input, or improve the quality of created issues, you're in the right place.
🔧 What You’ll Learn
In this guide, you'll discover how to:
Create new Jira issues directly from existing templates
Let users select a template on the native Create Issue screen
Automatically prefill forms based on project and issue type defaults
Each of these flows can work independently or be combined for maximum flexibility and efficiency.
🚀 Available Features
✅ Create Issue from Template
Use an existing issue as a blueprint and generate new issues (or entire hierarchies) with just one click. Ideal for onboarding flows, recurring checklists, or project kickoffs.
✅ Use Issue Template Field
Add a dropdown field to the Create Issue form so users can select a template. Once selected, the form is automatically populated with pre-defined values from that template.
→ Select Template in Create Form
✅ Default Values on Create Issue
Assign a default template to specific project and issue type combinations. When a user opens the Global Create Issue form, Templify fills it automatically in the background — no interaction needed.
→ Auto-Fill Fields with Default Template
🧪 Interactive Demos
Each section includes an interactive demo to help you try the feature in action — no guesswork, no complex setup.
Tip: You can explore each flow individually or combine them to match your team’s processes and maturity level.
🌐 Designed for Real-World Workflows
Templify is built for real teams doing real work — whether you're running agile ceremonies, managing operational tasks, or onboarding new hires. With these tools, you can implement reusable, scalable, and high-quality issue creation practices right inside Jira.
Last updated