Using a Template
This page is about Canned Responses Pro Templates for Jira Cloud. Using Server or Data Center? Click here.
Canned Responses (CR) allows users to create and use templates to quickly respond to issues. These templates can be created, used, and managed in the Canned Responses panel, which can be found on any issue view, and, if you have the browser extension installed, in the Transition screen and JSM Queues view.
On this page, we’ll explore all the places where Canned Responses is available.
How the Canned Responses panel 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 panel is located in a separate editor box, above the Activity section.
Without browser extension | With browser extension |
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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.
By default, the Canned Responses panel only appears on the issue view screen. Installing the browser extension allows you to have CR on the Transition screen and JSM Queues view. The Create Issue screen is not yet supported.
Canned Responses Panel (without the browser extension)
On the issue view, the Canned Responses panel is located in a separate editor box, above the Activity section.
Native Comment Box (with browser extension)
When you install the browser extension, the CR panel appears directly in the native Jira comment box, in the Activity section. This simplifies usage for support agents by seamlessly integrating Canned Responses with the Jira interface.
Within the editor, you may see an extra CR button, representing the built-in menu of canned responses offered by JSM. To avoid any potential confusion, hide this button by accessing Settings > Global Settings and toggling on the "Hide built-in canned responses" option.
Description Field (with browser extension)
The CR panel appears in the Jira description field when you have the browser extension on. This can be used to save time and ensure consistency in the language and formatting of issue descriptions. It can also help improve the accuracy and speed of issue resolution by providing clear and consistent instructions or information.
Transition Screen (with browser extension)
The Transition screen appears when you change the issue status, depending on your workflow settings. You can change the issue status without any additional screens, or when it requires some additional info for moving the issue to the selected status, like leaving a comment or filling out some fields, you will see this screen.
When the browser extension is installed, the CR panel appears on the Transition screen, allowing you to change the issue’s status and leave a comment for the customer in one go.
JSM Queues (with browser extension)
In Jira Service Management, customer requests are organized into queues, and you can link, comment, assign, or transition multiple requests using bulk actions.
When you install the browser extension, Canned Responses allows you to comment on numerous JSM requests at once using your predefined templates.
From your service project, go to a queue that shows all the requests you’d like to comment on.
Click the box beside each request you’d like to comment on.
Click Comment in the action bar.
Click Select template to open a dropdown and search your template or select your favorite one from the quick toolbar.
Click Comment to post your comments to the requests.