Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Panel
panelIconIdatlassian-info
panelIcon:info:
panelIconText:info:
bgColor#F4F5F7

This page is about Canned Responses Pro Templates for Jira Cloud. Using Server or Data Center? Click here.

Canned Responses allows users to create and use templates to quickly respond to issues. These templates can be created, used, and managed in the Canned Responses section, which can be found on any issue view and in the description field, and, if you have the browser extension installed, in the Transition screen and JSM Queues view.

  1. Dropdown

  2. Quick toolbar

    1. How to Favorite a Template

  3. Editor box

  4. Smart suggestions

  5. Save

  6. Schedule comments

  7. Create

  8. Manage

Anchor
dropdown
dropdown
1. Dropdown

Once you create a template, it’ll be available here for easy insertion in future issues. Here you can create new templates by clicking the ➕ button next to each folder (for example, if you click the button next to Global, you’ll create a new template in that folder), select and insert templates, or favorite templates so that they appear in the quick toolbar.

Click Insert template to open the dropdown menu, search templates by typing, and select one to open it. You can also use Shift+Tab while in the editor to open the dropdown, navigate with arrows, and press Enter to select.

Anchor
toolbar
toolbar
2. Quick toolbar

This toolbar allows for one-click insertion. When you favorite a template by clicking the star button next to it, it appears here. Once you click on a template, the text editor will expand with the template already inserted and ready for optional corrections.

Anchor
how-to
how-to
You can add a template to your favorites:

  • on templates list (open your Jira project menu, click Canned Responses)

  • on templates list dialog (click the Manage button in Issue view)

  • when creating or editing templates (see Create new and Edit dialogs)

  • directly in Insert template... dropdown (in Issue view)

Adding a template to your favorites is an individual action; only the person who favorited a given template will see it in their quick toolbar.

All of the templates still follow visibility scopes, but each user can choose to favorite some of their templates to have them on hand, according to their individual style of work.

Anchor
editor-box
editor-box
3. Editor box

This allows you to compose a new comment or edit the issue description. When you click on a template, the box expands, and the template’s content, with the Dynamic Variables resolved, is inserted. Before saving the comment or the description, you can make any necessary modifications.

Anchor
smart-suggestions
smart-suggestions
4. Smart Suggestions

This feature offers response suggestions from your bank of templates and common phrases, and can help you quickly find the right answer for your situation. It’s automatically enabled when you install the app. You can disable it by turning off the toggle.

Anchor
save
save
5. Save

Clicking this button will send your message to the customer in issue view or save your template in the description field.

Anchor
schedule-comments
schedule-comments
6. Schedule comments

Here you can schedule your comment to be sent at the specified time unless a new comment is added to the issue or the issue has changed status.

Note

Keep in mind that you cannot schedule a comment with an action or attachment. To schedule such a message, you need to delete all actions and/or attachments, and try again.

Anchor
create
create
7. Create

When you click this, the Create template screen will appear. On this screen, you can create new templates, favorite them, and so on.

Anchor
manage
manage
8. Manage

On this screen, you can manage all the templates in your instance. This page acts as an overview of all Canned Responses features. Here you can see all the templates in the instance, filter them, add new templates, or go to User settings, Project settings, and Global settings with just one click.


Important Note:

How the Canned Responses section appears to you will depend on whether you use the companion browser extension or not. The images and gifs in this documentation may look different in your instance for this reason.

The browser extension lets users access and use their predefined templates directly in native Jira fields and on additional Jira screens. Without the extension, the section is located in a separate editor box, above the Activity section.

Expand
titleClick to see the difference...

Without browser extension

With browser extension

Canned Responses is fully functional without the extension; however, to have Canned Responses available directly in the native Jira comment box, we highly recommend you use the companion browser extension.


Panel
panelIconId1f96b
panelIcon:canned_food:
panelIconText🥫
bgColor#E3FCEF

Bulk Replies in JSM Queues