Manage project templates 3.5

Owned by Karina Zoin
Last updated: Jan 31, 2024
4 min read

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:





    2. Click the Add button ().

Configure project template settings

From the Project Templates tab, you can view and edit your project template information. 



Description

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.

  • 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. 

Define the configuration for your template

The Edit Project Template screen allows you to define the configuration for any project created with this template. Fill in the information below and click Save to save the template:



Name

Description

Name

Description

1

Usage guidance

User-friendly description shown during the creation of the project to help the creator choose the appropriate template to use. You can add HTML tags to this parameter to apply various styles, formats and links to the inserted text.

2

Parent template

The template to "inherit" values from. Any values specified in the template will override the settings derived from the parent template.

Essentially, rather than manually duplicating an entire Project Creator for JIRA template you can now designate a "parent" template. Then in your current template simply override the areas that you want to change.

3

Base project(s)

Select one or more existing projects that your trusted users will be able to select from to copy over that project's configurations to a new project.

4

Limit to group

A subset of the groups that can use this template to create projects.

5

Project request approvers

Add user(s) to assign them permissions to approve any project request.

  • Jira administrators list is not displayed here since they already are approvers to any project request by default.

  • Only users from the groups added in the Project Creation Permissions are available to be added here.



6

Project type

Indicates the type of project: "Business" or "Software." "Software" is available with Jira Software.

7

Default assignee

The default assignee.

8

Issue schemes

Indicates the issue scheme that is a group of issues to be copied into the newly created project.

9

Enable email

If set to "Allow creator to specify", the project creator will be prompted to supply a project email address when creating the project.

10

Project categories

The name of the project categories that the project creator can select to associate with the newly created project. If you only select one item, the creator will not be presented with a Project Categories option. Options will only appear if there are two or more for the creator to choose from.

11

Components

The name of the Component Scheme, as defined on the Component Schemes tab.

12

Versions

The name of the Version Scheme, as defined on the Version Schemes tab.

13

Workflows

The Workflow Scheme to associate with the project.

14

Permissions

The Permission Scheme to associate with the project (make sure that the Project Lead has access to utilize the project).

15

Issue security

The Issue Security Scheme to associate with the project.

16

Notifications

The Notification Scheme to associate with the project.

17

Screens

The Issue Type Screen Scheme to associate with the project.

18

Issue types

The Issue Type Scheme to associate with the project.

19

Fields

The Field Configuration Scheme to associate with the project.

20

Priority schemes

The Priority Scheme to associate with the project (Please note that this feature is available only for Jira v7.6 +)

21

Project roles

The name of the Project Role Scheme, as defined on the Project Roles Schemes tab.

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.

Keep in mind that the respective project template changes are not effective to create new projects until it is set to active. 



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