Create automated templates for stories and epics

[Sari]

Hello!

Is there a way to create a partial pre-filled template for stories and epics?

Thanks!

[Trudy Claspill · Accepted solution]

Are you trying to provide template information when a user starts the issue creation process, or do you want to automatically create issues and have a user update the content after creation?

[Sari]

Hi @Trudy Claspill I'd like to have a template that the user can update after the creation. 

i.e. template for a user story: 

As a < type of user >,

I want < some goal >

so that < some reason >.

[Trudy Claspill]

Are you working with a Company Managed project or a Team Managed project?

For a Team Managed project you can simply fill in the Description field with your template text by selecting Project Settings > Issue Types, selecting the issue type, and filling in the text.

If you are automating the creation of the issues, then simply provide the text as part of the automation when creating the issue.

If you are working with a Company Managed project and you want the template text to display when the user clicks the Create button, you have two choices:

1. Pay for a third party app that will allow you to create issue templates.

2. Follow the guidance in this post to create a custom Description-Template field where you can put your template text, and use automation to copy that text to the built-in Description field.