Managing Project Templates (2.3)
- Karina Zoin
Creating a new template
- From the Cog menu
, choose Add-ons. - Locate the Project Creator section in the left sidebar and choose Configuration to display the Configuration page.
- From the Templates tab,
- Type in the name of the template.
- Click the Add button (
). Supply the below information:
Name A user friendly name of the template (make it descriptive – this is what the creator of the project will see) Description Internal 'administrator only' text explaining what the template is about.
Editing, copying or deleting an existing template
From the Templates tab,
- Click Edit (
) next to an an existing template to edit that template. - Click Delete (
)Â 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.Â
From this screen you can:
| # | Description |
|---|---|
| 1 | Delete, edit or copy a template |
| 2 | View the number of projects created from the template (and which ones they are) |
| 3 | View and edit the description |
| 4 | View and edit the name of the template |
| 5 | 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.
| 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. |
| 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 | Limit to group | A subset of the groups that should see this template to create projects from. |
| 4 | 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. |
| 5 | Default Assignee | The default assignee. |
| 6 | Enable email | If set to "Allow creator to specify", the project creator will be prompted to supply a Project E-mail address when creating the project. |
| 7 | Components | The name of the Component Scheme, as defined on the Component Schemes tab. |
| 8 | Versions | The name of the Version Scheme, as defined on the Version Schemes tab. |
| 9 | Workflow | The Workflow Scheme to associate with the project. |
| 10 | Permissions | The Permission Scheme to associate with the project (make sure that the Project Lead has access to utilize the project). |
| 11 | Issue Security | The Issue Security Scheme to associate with the project. |
| 12 | Notifications | The Notification Scheme to associate with the project. |
| 13 | Screens | The Issue Type Screen Scheme to associate with the project. |
| 14 | Issue Type | The Issue Type Scheme to associate with the project. |
| 15 | Fields | The Field Configuration Scheme to associate with the project. |
| 16 | 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 Add-ons for Delegated Project Creator for JIRA add-ons installed, more options may appear depending on the functionality provided.
Need more help? Contact our support team.