Description Templates - How to create and use them

Description Templates - How to create and use them

Only Jira administrators can create a template

Make sure your app is correctly configured by reviewing the steps at Getting Started

In this example, we will work with the space project called Custom Templates - FAQs

Create, configure and use a description template

demo-video--using-description-templates.mov
Use description template to fill a new issue work item description

Images for step-by-step process

First you need to go to “Your apps” and find de “Custom Template for Jira Cloud” section.

If you don't have a template, create one using the New Description button or generate default sample templates with Add default templates

demo-image.step-one.admin-dashboard-description-templates.png
Navigate to the admin dashboard for manage description templates

Ensure the project scope of your description templates (in this demo, Custom Templates - FAQs) matches the project where you want to use these templates.

demo-image.step-one.configure-description-templates-project-scope.png
Configure description templates project scope

Now, if you open the Jira Create View Issue, you should see a drop-down field listing all description templates configured for your project

If you cannot see the description templates in the drop-down, check Frequently Asked Questions

demo-image.step-three.listing-description-templates.png
Listing description templates in the drop-down selector

Once you select a description template item from the drop-down field, the app fills the work item description with the selected template's content

If you cannot see changes in the work item description, check Frequently Asked Questions

demo-image.step-three.changing-work-item-description.png
Verify work item description after selecting a template from the drop-down

After creating the new work item and navigating to its details, you will see the saved description

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Validate description on created work item