Create Issue using Template
What is an Issue Template?
An issue template in Templify is a regular Jira issue that has been marked as a template using the Templify app. Once marked, it can be reused to generate new issues, prefill create forms, or serve as a foundation for hierarchical issue structures.
Templify stores additional metadata and configuration behind the scenes to extend the behavior of this issue – but it remains fully editable like any other Jira issue.
Where to Manage Templates?
Templify adds a dedicated section called Issue Templates on the Jira issue view. From this panel, you can:
- Mark or unmark the issue as a template
- Configure template properties (dynamic values, visibility)
- Access features, such as “Create from template”
This seamless integration ensures templates are managed exactly where issues live – within the context of your existing Jira instance.
What Happens After Marking an Issue as a Template?
Once an issue is set as a template, it becomes available in multiple places:
- ✅ “Create from Template” action: instantly generate a new Jira issue based on this template (with or without hierarchy, links).
- ✅ Issue Template Picker: select it from a dropdown in the native Jira Create Issue form to prefill fields and structure.
- ✅ Default values per project/issue type: configure this template to automatically prefill new issues for a specific context.
Templify ensures that templates can be reused consistently, no matter where your users work inside Jira.
Interactive Demo
Below is a step-by-step interactive walkthrough showing how to:
- Open a Jira issue
- Mark it as a template
- Configure its properties (e.g., labels, type, hierarchy settings)
- Preview how the template works in real-time
This demo will help you get started quickly and explore the full potential of issue templates.
Templates can be updated at any time. Changes apply immediately when the template is used next.