What's a good "template" solution for creating many Jira issues within a project?

Mark Montminy

Many of my users deal with lots of repetitive tasks and we're looking for good solutions to populating possibly hundreds of related issues at once, with some flexibility such as variables.

There are many solutions in the marketplace, but most of the ones I'm finding, are either geared towards templating field values when creating an issue, or templating the creation of an epic, or a whole project.

As one PM said, he wants an ala-cart style menu, I need 2 of these, 1 of those, and a bunch of these...  

We're kinda doing this now with csv import. Teams have fairly complex spreadsheets they've created with issue links, and estimates, due-dates etc. They check off the issues appropriate and run some macros to generate the csv's with text replacement in things like Summary, Epic Name, dates, etc.

CSV imports come with some restrictions though such as who can do them, and what they can do with them. For instance, cascading select is limited to the first value only, and custom fields from addons are a challenge.

 

Petter Gonçalves

Hello Mark, 

Using only JIRA application, there are some options you can perform to achieve something similar to "issue templates", where you can set different pre-added field/values that you can choose when creating a new issue:

1 - Create a new issue for each template you want to have, to be used as the source to new issues. Once you need to create a new issue with that same fields, navigate to the template issue and click to Clone it:

 

2 - Create custom issue types for each template you would like to implement. For these issue types screens, create and add custom fields with all the information you need, where you can set the template information as Default values.

Performing these steps, every time you create an issue of that specific issue type, the default values will be automatically added to the issue fields.

To know how you can create custom issue types and configure its screens, check the documentation below:

- Configuring custom issue types

- Associating screen and issue operation mappings with an issue type

To know how you can create custom fields and configure default values, check the documentation below:

- Configuring a custom field

3 - Additionally, there's also a third-party app that you can use to configure issue templates in an easier way like you are asking for:

Issue Templates for Jira

Let me know if this information helps.