Olga Cheban _TitanApps_ Atlassian Partner

hi @Eric Roetenberg ! yes, this is possible with Jira Plans (formerly Advanced Roadmaps) - the functionality that is available with Jira Premium and Enterprise plans. it allows you to add custom work types above Epics (or anywhere else) and build entirely custom hierarchies. As for how exactly this can be done, I wrote an…

hi @Sameeksha Santhosh Naik ! I see you already accepted a solution that does the trick. Just in case, here's a tip: you can do this more conveniently with our app, Smart Templates for Jira. It allows you to save any set of work items as a reusable template. Then, you can easily generate this set of tasks with a single…

hi, @Lazo Dana Shawkat ! I see that you have a requirement to solve this using Automation for Jira. But, as I understand, you are not quite satisfied with the outcome so far and are looking for a more optimized solution. If you are open to using third-party apps in the future, I would recommend you try out Smart Templates…

thank you, @Josh !

hi @Josh ! thank you for your feedback, I'm happy to hear the article is helpful! indeed, you are right, an Initiative is a valuable level in the hierarchy of Jira work items. however, it's not available out of the box in the standard Jira setup and requires access to the Jira Plans functionality. I actually wrote a…

Hi @James Phan ! What exactly do you want to transfer from your template to an existing ticket? In most cases, it should be possible to set up an automation that would edit the existing issue field by field. Another option is to document the required information as a checklist using Smart Checklist for Jira. Then, you can…

hi, @Lara Sousa ! If you are open to considering third-party solutions, there might be a simpler way to clone your task with its subtasks. You can try Smart Templates. This tool can save any work item with all its child issues as a template, and then you can generate tasks from this template on a schedule. Pros: you can…

hi @Rathna ! Indeed, it's possible to create another issue type (work item) above Epic - in fact, it can even be level 3,4,5, etc. These issue types are often called Initiatives, Programs, or OKRs. I wrote a detailed Custom Hierarchy Configuration Guide 2025 that explains how you can set up work items above Epic. If you’re…

Hi, @Scott Johnson ! Thanks for the question! Unfortunately, this isn’t something you can do natively in Automation for Jira. While you can set up a rule to run on a schedule, you are absolutely right - it can’t directly reference and clone a static work item. The “Clone work item” action will work if it's applied to the…

@Josh thank you, much appreciated!

hi @Geena Greene! I'm from the Smart Checklist team, and I hope I can help you with your question. Smart Checklist by Titan Apps works with any type of Jira instance, so you don't need to upgrade your Jira account to use the full functionality. Apart from that, Smart Checklist offers both a Free version and a Pro/paid…

Hi, @Melissa Perez ! From what you describe, it seems that the default Jira's template might be not the best solution in this case. Here's an example of how we do it in the company I work for, TitanApps. The example shows the recruitment process, not onboarding, but you can get the idea. It's done with the help of a…

@Jordy Vervuurt hi! Here's what you can do: 1. Open your company-managed project and click Project Settings in the sidebar. 2. Under Issue types, select Issue Layouts. 3. Click Edit Layout. There, you will be able to change fields, labels, and so on. 4. Once done, click Save Changes. Please note: to do this, you need to…

thank you for the warm welcome! 

hi @Karl Lewis ! As you probably already see from the previous replies, unfortunately, Jira doesn't have a native feature for this. So you can either use a workaround or do this with the help of a third-party app. As for workarounds, you can set up an automation to clone issues based on your conditions. It's not perfect,…

my goal is to learn a new language at a B2 level (it's A2 currently) and to improve my proficiency with Atlassian products. so far it's going well, so... fingers crossed!

congrats on this milestone! I hope to join you soon :) 

congrats on leveling up, guys!

thank you for the helpful guide!

thank you for the insightful content in this group! happy to be here 

thank you!