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A template is a predefined list of checklist items. It can be loaded manually into an issue at any time or be applied automatically when an issue is created. |
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Creating a template
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1. Prepare the items
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Applying a template
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If you try to apply a template to a checklist that is not empty you will be asked the append / overwrite question. |
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1. Select "Load template" from the menu
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Managing a template
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Unless you are a project administrator you can only edit, rename or delete templates that were created by you. Only project administrators can set a template as the default checklist. |
To perform an action on a template first open the dialog:
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Editing / viewing a template
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If you don't have the permission to edit a template you'll still be able to view it in the dialog as a checklist but you won't be capable of modifying it. |
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2. Click save and you'll be notified about the update
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Renaming a template
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It is not possible to have more than one template with a given name. |
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Deleting a template
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A template isn't removed straight away after you click "Delete". You can undo that operation as long as the dialog remains open. |
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2a. Click on the "Undo" link to cancel the deletion - the template will be restored
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Setting a template as the default checklist
Project administrators can associate a template with a project / issue type combination so that every newly created issue will come with prepopulated checklist.
You can learn more about that here.