Managing Project Templates (2.5)

Owned by Karina Zoin
Last updated: Jan 29, 2024
3 min read

Creating a new template

  • From the Cog menu , choose Add-ons.
  • Locate the Delegated Project Creator section in the left sidebar and choose Project Templates Settings to display the Configure Project Templates Settings page.
  • From the Project Templates tab,

    • Supply the below information:

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

Editing, copying or deleting an existing template

From the Project Templates tab,

  • Click Edit () next to an an existing template to edit that template.
  • Click Delete () next to an existing template to delete that template.
  • Click Copy () next to an existing template to copy that template.
  • Hover over the Name or Description field of an existing template and click the pencil icon () to edit the it inline.  Then, click Save () to save your changes or Revert () to discard your changes.


From this screen you can:

#Description
1Delete, edit or copy a template
2View the number of projects created from the template (and which ones they are)
3View and edit the description
4View and edit the name of the template
5

If you have an existing project with schemes, versions and components that you'd like to use as a Project Template, click Create template from existing project to create a new template based on the schemes used by the selected project.

 

 

Defining the ingredients 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.

 

 NameDescription
1Usage guidance

User-friendly description shown during the creation of the project to help the creator choose the appropriate template to use.

2Parent 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.

3Limit to groupA subset of the groups that should see this template to create projects from.
4Project CategoriesThe 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.
5Project TypeIndicates the type of project: "Business" or "Software." "Software" is available with JIRA Software.
6Default AssigneeThe default assignee.
7Enable emailIf set to "Allow creator to specify", the project creator will be prompted to supply a Project E-mail address when creating the project.
8ComponentsThe name of the Component Scheme, as defined on the Component Schemes tab.
9VersionsThe name of the Version Scheme, as defined on the Version Schemes tab.
10WorkflowsThe Workflow Scheme to associate with the project.
11PermissionsThe Permission Scheme to associate with the project (make sure that the Project Lead has access to utilize the project).
12Issue SecurityThe Issue Security Scheme to associate with the project.
13NotificationsThe Notification Scheme to associate with the project.
14ScreensThe Issue Type Screen Scheme to associate with the project.
15Issue TypesThe Issue Type Scheme to associate with the project.
16FieldsThe Field Configuration Scheme to associate with the project.
17Project RolesThe name of the Project Role Scheme, as defined on the Project Roles Schemes tab.
18JIRA SoftwareAvailable if Delegated Project Creator for JIRA Software is installed, this indicates the JIRA Software Scheme, as defined on the JIRA Software Schemes tab.

 

In addition to these items, if you have any of the Wittified Add-ons for Delegated Project Creator for JIRA add-ons installed, more options may appear depending on the functionality provided.

 

 

 

Looking for troubleshooting help or known issues?

 

 

 

 

 

 

 

 

 

Need more help? Contact our support team.