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Improving Automation: New Template Categories, Search and Filtering for Jira Cloud

Hello Community :wave: Scott from Automation Platform here again. Today, I want to share a quick update on two changes we’re making to the Automation Template Library for Jira Cloud:

  • New template categories

  • Search and filtering of templates

Let’s dive in and take a look!

New categories

We’ve removed some categories and added new ones based on recent user research interviews. During these interviews, we aimed to understand our users' mental models to help group our Automation templates efficiently. This approach is intended to save you time and improve your efficiency when using the library.

The final decision was categorising templates with "action-based" names and assigning "team type" names where applicable.

❌ Removed Categories ✅ New Categories  👍 Unchanged Categories 
  • Software

  • Managing projects

  • DevOps

  • Manage tasks

  • Organize tasks

  • Issue transitioning

  • Developer tools

  • Design

  • Security

Note that the templates aren’t changing—just how they are categorised. We hope these changes will make browsing automation templates easier and help you find what you’re looking for at a glance.

Search and filtering

The ability to search and filter the template library is now available, enabling better management and discoverability of automation templates.

Start by typing in a keyword to quickly find the templates relevant to what you want to do or filter by the specific category of templates you want to see.

Template Library Search and Filtering.png

This is just the beginning; expect new filters in the future.

Want to see the changes yourself?

To access Automation templates in Jira Cloud:

  1. Navigate to Automation

    • For project automation, select Project settings > Automation

    • For global automation, select Jira settings > System > Global automation.

  2. Select Templates.

We want to hear from you!

We’d love your feedback, so please don't hesitate to schedule time with us directly here or leave a comment on this post 🙌



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