Quick Guide

Get up and running with Templify in under 10 minutes. This guide walks you through the complete flow — from installation to your first template in action.

Estimated time: 5–10 minutes  ·  Roles: Jira Administrator (setup) + any Jira user (usage)

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How Templify Works

1

Install TemplifyAdd the app from the Atlassian Marketplace — takes under a minute.

Admin

2

Run initial configurationSet up the template repository, the Issue Template field, and user permissions.

Admin

3

Mark any issue as a templateOpen any Jira issue and designate it as a reusable template — one click from the issue view.

Any user

4

Use your templates — your wayThree ways to apply templates when creating issues:

Everyone

One-click creationGenerate issues or full Epics straight from the template.

Pick in Create formChoose a template in the native Jira Create Issue dropdown.

Set as defaultAssign a template as the default for a specific issue type in a project — form auto-fills on open.

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Step 1 — Install Templify

Install Templify from the Atlassian Marketplace:

1. Go to the Atlassian Marketplace

   Open the Templify listing on Atlassian Marketplace and click Try it free.

2. Select your Jira Cloud site

   Choose the site where you want to install Templify and confirm the installation. Jira Admin permissions are required.

3. Wait for installation to complete

   Installation takes under a minute. Once done, Templify appears in Jira Settings → Apps → Manage Apps.

Already installed?

Skip to Step 2 if Templify is already installed on your site.

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Step 2 — Run Initial Setup

Initial setup is performed once by a Jira Administrator. It configures the app so all features work correctly.

Admin-only step

You need Jira Administrator global permission to complete this step.

Navigate to the Templify configuration panel:

Jira Settings → Apps → Manage Apps → Templify (in the left sidebar under App settings)

1. Set up a Global Template Repository (recommended)

   Choose a dedicated Jira project to store your shared templates. This makes templates available across all projects and keeps them organized in one place.

   → Full details: Global Repository

2. Create the Issue Template field

   Templify creates a custom Jira field used to display a template picker on the Create Issue form. The configuration wizard guides you through field creation and screen assignment automatically.

   → Full details: Configure Issue Template Field

3. Configure permissions

   Grant the appropriate global permission to your user groups so they can create and manage templates.

   → Full details: Permissions

The interactive demo below walks through the entire initial setup:

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Step 3 — Create Your First Template

An Issue Template in Templify is a regular Jira issue that you mark as a template. It stays in your project like any other issue — Templify just adds metadata and configuration on top.

Pick the right issue

Choose a well-structured issue that reflects your team's standard. It should already have a meaningful summary, description, labels, and any other fields your team fills in regularly.

1. Open any Jira issue

   Navigate to the issue you want to use as a template. This can be any issue type — Task, Story, Bug, Epic.

2. Find the Templify panel

   On the issue view, click "View app actions" and select Issue Templates. The Templify — Issue Templates panel will appear.

   

3. Click "Mark as Issue Template"

   Toggle the issue to template mode. Templify adds configuration options specific to templates.

4. Configure template settings (optional)

   • Name — give your template a friendly display name
   • Visibility — set which projects can see this template
   • Fields — configure which fields should be included and which should be skipped
   • Dynamic fields — set dynamically computed values (e.g. today + 7d for due dates)

   

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Step 4 — Use Your Template

Once an issue is marked as a template, it can be used in three ways. Choose the one that fits your team's workflow — or combine all three.

Create from Template

Best for: Project kickoffs, onboarding checklists, recurring issue structures (Epic with children)

This is the most direct way to use a template. You open the template issue and click "Create from Template" — Templify instantly generates a new issue (or entire hierarchy) with all fields pre-filled.

1. Open the template issue

   Navigate to the Jira issue you marked as a template in Step 3.

2. Click "Create issue" in the Templify panel

   The button is visible on the right sidebar in the Templify — Issue Templates panel.

3. Review and confirm

   Templify opens a preview of the new issue (and child issues if hierarchy is configured). Confirm to create. You can also check the full creation history directly from the template issue at any time.

→ Full details: Create Issue using Template

Select in Create Form

Best for: Teams where users choose the right template for each situation at creation time

With this approach, users see a template picker dropdown directly on the native Jira Create Issue form. Selecting a template immediately fills in all fields — no need to navigate to the template issue first.

Prerequisite

This requires the Issue Template field to be configured by an Administrator (Step 2). The field only works on the Global Create Issue form — opened via the top navigation bar or the C keyboard shortcut.

1. Open the Global Create Issue form

   Press C anywhere in Jira, or click the Create button in the top navigation bar. Do not create from a board or backlog — the template field only appears in the global form.

2. Select a template from the dropdown

   Click the Issue Template field and choose from the available templates for the selected project and issue type.

3. Review the auto-filled form

   After selecting a template, all fields are populated automatically. Review the content, make any adjustments, and click Create.

→ Full details: Select Template in Create Form

Auto-Fill by Default

Best for: Standardized teams where everyone should start from the same structure, with no extra clicks

With this approach, a Jira Administrator assigns a template as the default for a specific project + issue type. When any user opens the Create Issue form for that combination, the fields are pre-filled automatically — before the user sees the form.

Zero user interaction required

The user doesn't select anything. The form simply opens with values already filled in, based on the configured default template.

1. Configure the default template

   Go to Apps → Issue Templates and assign a template to a project + issue type combination.

2. Any user opens the Create Issue form

   Press C or use the Create button. Select the project and issue type that has a default template configured.

3. Form auto-fills in the background

   Templify detects the project + issue type combination, loads the default template, and pre-populates all fields instantly after open.

→ Full details: Auto-Fill Fields with Default Template

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You're All Set

You've completed the core Templify workflow. Here's a summary of what you can do next:

Explore more features

• Create Issue Hierarchies — generate Epics with Stories and Sub-tasks in one click
• Dynamic Fields — use expressions like today + 7d for due dates
• Jira Automation — trigger template creation from automation rules

Configure & manage

• Template Availability — control which projects see which templates
• Permissions — manage who can create and apply templates
• Audit Logs — review template usage history across your org

Mix and match

All three approaches work side by side. For example: set a default template for your most common issue type, and still allow users to pick a different template from the dropdown when needed.