For creating projects in Jira, you have to configure Gaia templates.
Gaia Configuration page allows you to add, edit, copy, import, export, disable and remove Gaia templates.
Adding a template
To add a new template, perform the following steps:
1. Go to the Jira Administration → Manage apps → Gaia Configuration page.
2. By default, you have 3 available pre-defined Gaia templates. You can copy and edit them as a basis for a new template.
3. To add a new template, click on the Add button on the upper right side of the page. The following dialog opens :
Most of the configuration options refer directly to Jira project configuration items. Make sure you enter a template name and a template description, as they are required to save a template. All other options can be left to their default values.
To get a description of each configuration option, go to the Configuring template section of this guide.
Configuring a template
Template details
Template name | The template name is the name that users will see when they create a project from a Gaia Template. Template names must be unique and alpha numeric. |
Template description | The template description is shown in the list of templates in the administrative section of Gaia. Use it to describe the purpose of the template. |
Project Details
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 assignee | |
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. 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 |
Schemas
Issue Type Scheme | Select the issue type scheme to apply when new projects are created. An issue type scheme determines which issue types will be available for a set of projects. Jira Core In Jira Core, the Default Issue Type Scheme is empty by default. To avoid badly created projects, it is recommended that you create your own Issue Type Schemes for all your projects, and associate them with Gaia templates. More info on Issue Type Schemes can be found here. |
Workflow Scheme | Select the workflow scheme to apply when new projects are created. A workflow scheme determines which workflow is used for each issue type in the project. |
Issue Type Screen Scheme | Select the issue type screen to apply when new projects are created. An Issue Type Screen Scheme allows you to choose which Screen Scheme is used for each issue type in the project. More info on Issue Type Screen Schemes can be found here. |
Field Configuration Scheme | Select the field configuration scheme to apply when new projects are created. Field Configuration Schemes determine which Field Configurations apply to issue types in the project. |
Priority Scheme | This option will only appear if you have Jira Server 7.6 or above. Select the priority scheme to apply when new projects are created. Priority Schemes allow you to create a set of priorities for issues and apply this set of priorities to any project. More info on Priority Schemes can be found here: here. |
Issue Security Scheme | Select the security scheme to apply when new projects are created. Issue Security Schemes allow you to control who can and cannot view issues. They consist of a number of security levels that can have users/groups assigned to them. More info on Issue Security Schemes can be found here. |
Notification Scheme | Select the notification scheme to apply when new projects are created. Notification Schemes allow you to control who to notify when a given event fires. |
Permissions Scheme | Select the permission scheme to apply when new projects are created. Permission Schemes allow you to create a set of permissions for users and apply this set of permissions to any project. More info on Permission Schemes can be found here: here. |
Once you've configured your template, click on Save button. You should see your new template in the template list:
Creating your own issue files
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.
What's next
You can now add as many templates as needed.
The next step is up to you. You can edit your template, copy your template or even delete it if you no longer need it.