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Initial Setup

Before you can start using Templify to manage and apply issue templates, there are a few quick configuration steps required. These ensure the app is properly initialized and all features work as expected in your Jira instance.

This setup is performed once by a Jira Administrator and typically takes just a few minutes.

🚀 What You’ll Configure​

During the initial setup, you will:

  • Define a Global Template Repository (optional but recommended)
  • Create and assign the Issue Template field used in the Create Issue form
  • Set default templates for specific projects and issue types
  • Grant the appropriate global permission to your user groups

Each of these steps is covered in more detail on dedicated documentation pages — you’ll find links below the demo.

🧪 Interactive Demo​

The interactive demo below will guide you through the entire initialization process step by step.

To begin setup:

Navigate to Jira Settings → Apps → Manage Apps
Then find and select Templify in the left-hand sidebar under App settings

This will open the configuration interface where you’ll complete each part of the setup process.

💡 Tip: You can return to the Templify configuration panel at any time to adjust settings, update mappings, or review your setup.

📘 Where to Go Next?​

Each stage of the setup is described in detail on its own documentation page:

  • 🔹 Global Repository – Set up a shared template source
  • 🔹 Issue Template Field – Enable the template picker in Create Issue
  • 🔹 Permissions – Manage user access to Templify features

Make sure to complete each step to unlock the full potential of Templify.

✅ Best Practices​

  • Perform the setup in a test project first if you’re unsure about field configurations
  • Use consistent naming (e.g. “Template Repository”) to keep things organized
  • Assign access only to the teams that need it — permission control is flexible