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Get started

Get started

Templates helps you reuse the same work structure without rebuilding it by hand every time.

Create one template, run it whenever you need, and get prefilled work items in the right project and hierarchy.

Who can get started

You do not need to be a Jira admin.

If you can create work items in a project, you can usually:

  • create your own templates

  • use templates that others have shared with you

Project permissions still apply, but there is no special setup required before you try your first template.

If you need details, see https://stagil.atlassian.net/wiki/spaces/SCLJC/pages/2932506699 .

What you need before you start

You are ready if:

  • The app is installed on your Jira site.

  • You have at least one project where you can create work items

  • You have a process in mind that you repeat often, such as onboarding, release tasks and can use as a test case for app’s features.

That is all. There is no separate configuration step required before you begin.

Your first 10 minutes with Templates

Use these pages as a guided path.

  1. Create your first template

    Check out a guided configuration manual on how a template can be created.

    → See https://stagil.atlassian.net/wiki/spaces/SCLJC/pages/2877947905.

  2. Learn where to find templates while you work

    See all the places in Jira where you can open and run templates as part of your normal workflow.

    → See https://stagil.atlassian.net/wiki/spaces/SCLJC/pages/2778693635.

  3. Explore the template library

    Use the template library to review existing templates in your projects and discover what your team already relies on.

    → See https://stagil.atlassian.net/wiki/spaces/SCLJC/pages/2141126684.

  4. Check which fields are supported

    Find out which fields Templates can prefill for you, so you know exactly what will be copied into each new work item.

    → See https://stagil.atlassian.net/wiki/spaces/SCLJC/pages/2058682418.

Where to go next

Once you are comfortable with the basics, you can start using Templates to automate more complex work: