Quickstart Guide

This 2-step guide will walk you through the key concepts you need to know to get started with Canned Responses Pro Templates for Jira Server/DC.

Step 1: Create a new template

After installing Canned Responses Pro Templates for Jira from the Atlassian Marketplace, creating your first template is the best way to get started.

Canned Responses Pro can be used in the Comment field, Description field, and any Text Field (multi-line) custom field in Jira Server or Data Center.

Open

The Comment field.

Open

The Description field.

Through the Canned Responses field, you can:

• create new templates by clicking the icon

• use, edit, or delete existing templates

• set visibility scope, so that the template is visible for particular groups, in selected projects, etc.

• add macros (special keywords that will be dynamically replaced with proper data when the template is used) to your template content

Depending on your use case, you may want to create templates for greeting customers, requesting more information, or closing a ticket. Check out an example below:

Step 2: Insert the template into a ticket

Once you've created a template, it'll be available in the drop-down menu of the Canned Responses for easy insertion. To insert a template into a ticket, you can use:

1. Click Comment or type 'm' to go directly to the Comment field to see the Canned Responses panel.

2. Click the drop-down menu to see the list of all canned responses available.

Once you’ve inserted the template into the comment field or description field, you can make any necessary adjustments before sending the message. These templates will speed up the process of answering common questions, greeting customers, requesting more information, or closing a ticket.

All of your templates can be accessed by clicking the cog icon next to the Canned Responses button to open the app settings page, where you can view, create, edit, and remove templates.