Configure Team-Managed project
Templify fully supports team-managed (next-gen) projects, but due to limitations in Jira Cloud, the automatic initialization of the Issue Template field is not available for these project types.
However, with a few manual steps, you can enable full functionality of Templify within any next-gen project.
Manual Setup Instructions
To display and use the Issue Template field in your next-gen project, follow these steps:
1. Add the field manually
Go to:
Project settings → Fields → Add field → Choose “Issue Template”
This creates the required field in your next-gen project context.
2. Assign the field to the appropriate Work Types
For each issue type where you want the field to appear, do the following:
Project settings → Work types → Select work type → Drag the “Issue Template” field into the form layout
You can position it anywhere in the form according to your team's workflow preferences.
What Happens Next?
Once the field is added and displayed:
- Users will be able to select a template from the dropdown during issue creation
- Templify will automatically fill in the form based on the selected template
- The behavior is identical to that in company-managed projects
This manual setup is required only once per project and work type.
Need Help?
If you encounter any issues during setup, don’t worry - our team is here to assist you.
Reach out to Templify Support.