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No matter what team or business you are working in, whenever you are using Jira it won’t take long until you discover how useful it would be if you could automate recurring processes. With Easy Issue & Subtask Templates for Jira Cloud, teams can simplify the creation of Jira Issues with a simple and easy-to-use UI.
Users who have been working with Jira for a long time know not only the many advantages but also the problems associated with processes and workflows.
However, if every single issue has to be created from scratch every time, this takes a lot of time and work and is annoying. Companies often spend too much time creating and configuring processes, which can be a real pain.
Templates are especially useful for recurring tasks, like internal processes in IT service management, ESM, or Software Development.
But of course, all kinds of processes can be simplified in all types of teams. Let's take the onboarding of new employees as an example. Let's assume that the HR team creates a Jira issue for each new employee to handle the process.
Here there are probably some tasks that have to be carried out every time in connection with the induction of new colleagues. For example, IT must be informed, and relevant accounts and hardware must be made available. In addition, any teams must be informed about the new arrivals, new employee photos must be taken, etc.
In order not to have to recreate this process every time and fear that some tasks might be forgotten, which then have to be made up for later, we can use templates for Jira issues.
The easiest Jira templating set-up on the marketplace, which actually looks good when using it, too, not to mention it’s very intuitive to use. We spent a lot of time building a really good-looking user interface that makes it super easy for users to create and edit new templates as well as use them.
You can easily create templates with a full hierarchy of epics, issues, and subtasks, which helps you to standardize your processes. Use variables and forms to gather important information before the issues are created.
The Template Library gives you an overview of all templates you and your teammates have created. You can use Issue Templates for different use cases and filter them accordingly. You always get a preview of the issues that will be created and there is no need for syntax or magic spells: anyone can easily set up and use templates, and with just a few clicks you can create a set of Jira Issues.
It’s very easy to create a new template using the "Create template" button. With the intuitive drag-and-drop UI, you can create complex issue template hierarchies very quickly. And of course, the individual information within each issue can be customized.
You can also easily change the issue types by clicking on the symbol in the hierarchy preview. Additionally, the app shows you when there are conflicts in the hierarchy.
Recently, it is also possible to build templates from existing Jira issues. This means that in the editor, we can simply click on the "insert existing issue" button and select one of the existing issues.
Within Issue Templates, you can enter specific information when issues are created (e.g. the name of a new employee, the due date of the issue and many more). These variables can be easily created in the “Create” or “Edit” dialog when creating a new Issue Template.
You can also use Subtask Templates to create subtasks for a specific issue. All you need to do is choose a matching template and with one click, multiple subtasks are created. A preview shows you what's part of the template. You can even make some one-time changes that won’t be saved in the template.
Subtask Templates are especially helpful when you only want to automate subtasks for specific use cases, without creating a whole set of Jira Issues. All you have to do is create a list of Subtasks that you want to use, then when viewing a Jira issue, choose your Subtask Template. This lets you create the subtasks for your issue with just one click.
The app is relatively new on the Atlassian Marketplace, but we are working hard to provide our customers with exciting features. We are currently working on providing more field types to choose from as well as making it possible to create templates from existing issues. Of course, you can also take a look at our public roadmap.
If you want to participate or have any feature wishes just send us an email or schedule a free demo with Sarah our Product Manager.