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Create new project template

To create a new project template:

  1. Select Cog menu  > Apps.

  2. Locate the Delegated Project Creator section in the left sidebar and select Project Templates Settings to display the Configure Project Templates Settings page.

  3. From the Project Templates tab:

    1. Enter the information below:


      NameA user-friendly template name (make it descriptive – this is what the creator of the project will see).
      DescriptionInternal 'administrator only' text explaining what the template is about.


    2. Click the Add button ().

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Description

1

View the number of projects created from the template (and which ones they are).

2

Use this toggle to set the status of the template to active or inactive.

Note

  • While creating a project using the Projects > Create Project From Template option, and a project template is inactive, you will no longer see it listed in the Create new project from template window.

  • All the projects created before setting a template to inactive mode continue to function as required. The current inactive status has no impact on these projects.


3

Click Delete () next to an existing template to delete the template. You are prompted for confirmation before you delete a template.

4

Click Edit () next to an an existing template to edit the template.

5

Click Copy () next to an existing template to copy the template.

6

Hover over the Name or Description field of an existing template and click the pencil icon () to edit it inline. 

7

This icon signifies that the projects create using the respective template are assigned a default Jira workflow scheme. You see this icon when a workflow is not set while creating a project template.

8

Use drag and drop ( ) to rearrange the order of templates.

9

Click add () to save your changes or revert () to discard your changes. 

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In addition to these items, if you have any of the Wittified Apps for Delegated Project Creator for Jira installed, more options may appear depending on the functionality provided.

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