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Configuring a template

For creating projects in Jira, you have to configure Gaia templates in the Jira Administration → Manage apps → Gaia Configuration page.

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Project description

In this field, add the default project description to add to the Jira project. This description is visible in the summary when you select the project.

Project Type

Select if you wish this project to be categorized as a Business (Jira Core), Software (Jira Software) project, or Service Desk project.

Project default assigneeThis option lets you specify assignee or use the assignee from the XML file.

Project category

Projects can have categories to help with sorting and other Jira features. The default category for each created project can be set. More info on Project categories can be found here.

Versions

These options let you add a list of versions/ components that will be added at the creation of a project.

Info

Please note that if you are importing issues (configured in the Issues Template setting) that are associated with versions/components, and that you have not defined those versions/ components in your Gaia template, the missing versions/components will be automatically created and associated with the issues being imported.


Components

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Issues template

  • Do not import a Jira issues file - select this option if you don't want to import issues when creating projects from the template. This is the default option when creating a template.
  • Import your own Jira issues file - specify an XML Jira issues file in your template. This file is a set of predefined issues that will be instantiated with a new project. The Jira issues file will be stored on the server. If an issue type in the Jira Issue file is not in the issue type scheme you've selected, Gaia will choose the default issue type from the default issue type scheme. If no default issue type is set for Jira 7.x/8.x: the missing issues will be created and added to the Default Issue Type Scheme. 
Note

Please know that third party and apps custom fields are not supported.

Expand
titleClick here to expand the supported custom fields

Supported Jira native custom fields:

  • Checkboxes;
  • Date Picker;
  • Date Time picker;
  • Group Picker (multiple groups);
  • Group Picker (single group);
  • Labels;
  • Number Field;
  • Radio Buttons;
  • Select List (cascading)
  • Select List (multiple choices);
  • Select List (single choice);
  • Text Field (multi-line);
  • Text Field (single line);
  • URL Field;
  • User Picker (multiple users);
  • User Picker (single user);
  • Version Picker (multiple versions);
  • Version Picker (single version).

Supported Apps custom fields:

  • Okapya Checklist;
  • Tempo Team;
  • Portfofio Team.



Issues comments

If checked, the comments associated with the imported issues will be included in the template. Otherwise, they will be ignored.

Tempo Teams

If checked, the Tempo Team's values from the imported issues will be included.

This setting is only present if the Tempo plugin is installed and is enabled. If enabled, this setting will make the option to create a tempo link appear when the template is selected while configuring a new project to create.

Space template
  • Do not import a Confluence space template - сhoose this option if you don't want to associate a Confluence space to your template. Therefore, no Confluence space will be created when creating new projects from this Gaia template. You should check this option if you don't have Confluence installed.
  • Import your own Confluence space template - сhoose this option to import your own Confluence space template when you create new Gaia projects. See how to create your own Confluence template file for the complete procedure. 
Info

Please note that using a template that needs to create a Confluence space requires that you have an application link setup between your Jira and your Confluence instance. 


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Filters

This option, when enabled, creates a project-specific filter for each issue type found in your project and a filter for all issues in the project. These filters are shared with all users. This can be useful to quickly create dashboards with custom filters to help your team use the system.

Dashboard

This option automates the creation of a pre-defined dashboard when creating a project. There are three pre-defined dashboards in Gaia for Jira :

To enable the automated adding Dashboards and Filters when creating a project, confirm if the Sharing with anyone on the web functionality is on.

JIRA Agile boardThis option automates the creation of Jira Boards when creating a project. You can find more information on Jira Agile here.


Project Roles

Project Roles

This setting lets you select the roles you want to associate with the project that will be created. You can include multiple choices.

Please note that you have to provide the username of the user and not its full name. When the project is created using a template that contains Project Roles, only existing and active users and groups will be taken into consideration. All invalid users and groups will be omitted at the time of the project creation.

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If you want to create your own Jira issues file or your own Confluence Space files, refer to this guide for Jira and this guide for Confluence.