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How can I create and use templates for recurring tasks?

Antonia

Hello, I am looking for a way to create templates for issues. I have a lot of recurring tasks/tickets that I may have to do every week and I don't always want to write almost the same thing in the tickets. That's why a template would be pretty good. I imagine it like this: I press the blue “Create” button at the top and then I can choose a template. For example, for a certain process type “Change” there is the template “Server update”. Then I first select the task type and then the template and can fill in the template. Do you have any ideas?

Unfortunately, I don't get on so well with automation, so it might not be a suitable solution for me.

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Trudy P Claspill

Hello @Antonia

You cannot use an Automation rule in that manner - to open the Create dialog and pre-fill it based on a template.

There are third party apps that you can use to create issue templates. You can find them in the Atlassian Marketplace.

Here is a search to help you find some.

https://marketplace.atlassian.com/search?query=issue%20template

Antonia

Hello @Trudy P Claspill

thank you! But we dont want to use third party apps. Is it possible to do so without the apps?

Trudy P Claspill

Not that meets the requirements you specified:

I press the blue “Create” button at the top and then I can choose a template.

When you click the Create button you can choose an issue type. There is a method for specifying template text for the Description field, but that would apply to all issues of that type in that project

An alternative would be to create an Automation Rule that is manually triggered. A Manually Triggered automation rule allows you to prompt for input. Such a rule would not give you the option to fill out a Create Issue screen, but based on the responses to the prompt the automation rule could be configured to automatically fill in fields.

The tags on your post indicate you are working with a Service Management project. If you want to use the Raise A Request option, you might be able to design Forms with prefilled text that could be presented based on the Request Type that you select.

Lukas Nicolai_Seibert

@Antonia Is there a reason why you exclude third party apps, is it perhaps for security reasons? Perhaps we can help with any concerns? I agree with Trudy, using Jira's native features, it can be challenging to meet these requirements."

If you would like to pre-populate or modify any field on the Issue screen when clicking "Create," you can do so with Templating.app - without any scripts, coding, or complex automations.

Feel free to check out this video to see how it works:

https://youtu.be/ZphrYdszVFo?si=Y7Bfv0F0qwIYSlIf

Hope this helps!

Luka Hummel - codefortynine

Hi @Antonia

Creating and using templates for recurring tasks in Jira can be streamlined with Deep Clone for Jira. If you frequently create similar issues or need to replicate issue structures, Deep Clone allows you to:

Clone single issues – Duplicate individual tasks quickly.
Bulk clone multiple issues – Ideal for creating sets of tasks from a template.
Epic/Tree Clone – Clone entire issue hierarchies, including epics and their related stories.
Presets for recurring clones – Save predefined settings to simplify future cloning.

Antonia

Oh, thank you, but its not free.

Antonia

Hi, yes there is a reason. Most apps are chargeable.

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