Best Practices for Creating a Jira Issue With Templates

May 27, 2024
#How To#Jira#Project management#Document management
23 min

Atlassian Jira is a global solution that allows users to create and accomplish multiple tasks daily. Have you ever wondered how much time we spend creating issues or collecting missing information? While it is minutes on a scale of one issue, it is hours within a project and even days for the whole Jira instance. Various respected companies seek ways to minimize time costs and optimize practices for creating a Jira issue with templates.

This blog post will describe how to get this done using out-of-the-box Jira capabilities and apps from the Atlassian Marketplace.

Tune up your project in Jira

Buying an app is easy, but not all companies can afford it. So, the first option is exactly for them.

Jira allows users to add descriptions for each of the issue fields individually. By adding a field description or just inserting a link to documentation, you help users understand the rules and specifics of this field, saving your team time.

You can also use direct links to create issues. For example, clicking the link on a Confluence page will open the issue create screen. Some of these links may have prepopulated fields. It works as if you click on the Create button in Jira, but its fields already have all the information right where it belongs. You can read more details about creating a Jira issue via URL in the Globo Solutions documentation.

Сreate issues with templates

The out-of-the-box Jira capabilities can be handy, but not for every case. Here comes the Atlassian Marketplace. Lots of vendors offer their apps for almost every possible challenge.

If you need to find a solution to create Jira issues with templates, enter the respective keywords in the search field on the Atlassian Marketplace. As a result, you instantly get a variety of apps for creating issue templates.

Apps of the Atlassian Marketplace

These apps have similar features. They let users save time populating issue fields with issue templates. You just need to pick the right template from the list. This is quite handy when you create lots of similar issues regularly. Let’s dive deeper into some of them.

Issue Templates for Jira by Devinity

Issue Templates for Jira allows you to revolutionize your workflow by harnessing the power of templates, smart defaults, and automation.

With the ability to automatically create Jira issues and structures, you can build complex epics complete with subtasks, displaying their relations effortlessly. Templates allow you to autofill common fields on issues and even apply them to existing tickets, standardizing their content and minimizing mistakes through dynamic variables.

Smart Defaults in Jira help maintain this consistency by automating the calculation of field values. You can copy field values from parent issues to subtasks, calculate date fields based on the current time, and automatically assign tasks to the project lead or appropriate team member. This ensures that your tickets are always up-to-date and accurately reflect the project’s requirements.

Issue Templates for Jira

Using Issue Templates for Jira, you can automatically apply your templates to newly created issues even when triggered by external software such as Zapier, Jenkins, or Bitbucket.

Field Templates for Jira by Globo Solutions

Field Templates for Jira helps you create templates for system and custom text fields. Splitting template visibility by project roles, issue screens, and types makes it extremely adaptive to every process and team.

Yet the third option every user has at their disposal is the Field Templates for Jira app. This add-on is an alternative solution for issue templates. With its help, you can create templates for both system and custom text fields. Splitting templates visibility by project roles, issue screens, and types makes it more adaptive to every process and team.

Field Templates for Jira by Globo Solutions

You no longer need to reinvent the issue summary or spend time on how to create an issue description. All you need to do is to select the template for the current situation and fill in the rest if necessary. Combining templates is not only possible but welcomed.

As a result, it greatly speeds up the issue-creation process for reporters. The ability to create comment templates not only on the project level but for each user individually is a nice bonus of this solution.

Create Jira issues with templates for a specific field

In the dynamic realm of project management, templates for the issue may lack flexibility. In these projects, teams utilizing Jira can consider templates or pre-define settings of specific fields.

Smart Attachments for Jira by Stiltsoft Europe automates the Attachments field settings in Jira issues to streamline workflow and ensure your team operates at peak performance.

Key Benefits of Automating Attachments

  1. Standardization: Automatically enforce attachment policies across all issues. Define maximum file sizes, permissible file types, and more, ensuring that every issue meets your organization’s standards.
    Standartization of attachments
  2. Consistency: Maintain a uniform approach to handling attachments, eliminating the discrepancies that can arise from manual management.
  3. Time Savings: Reduce the time spent configuring attachment settings for each issue, allowing your team to focus on more critical tasks.
    Reduce the time spent configuring attachment settings for each issue
  4. Error Reduction: Automate repetitive settings to minimize the risk of human error and ensure that all attachments comply with predefined criteria.
    Automate repetitive settings to minimize the risk of human error and ensure that all attachments comply with predefined criteria.

  updated version

Atlassian Jira is a global solution that allows users to create and accomplish multiple tasks daily. Have you ever wondered how much time we spend creating issues or collecting missing information? While it is minutes on a scale of one issue, it is hours within a project and even days for the whole Jira instance. Various respected companies look for ways to minimize time costs and optimize practices for organizing a Jira issue.

In this blog post, we will describe how to get this done using out-of-the-box Jira capabilities and apps from the Atlassian Marketplace.

Tune up your project in Jira

Buying an app is easy, but not all companies can afford it. So, the first option is exactly for them.

Jira allows users to add descriptions for each of the issue fields individually. Adding a field description or just inserting a link to documentation, you help users understand the rules and specifics of this field, saving your team’s time.

You can also use direct links to create issues. For example, clicking the link on a Confluence page will open the issue create screen. Some of these links may have prepopulated fields. It works as if you click on the Create button in Jira, but its fields already have all the information right where it belongs. You can read more details about creating a Jira issue via URL in the Globo Solutions documentation.

Сreate issues with templates

The out-of-the-box Jira capabilities can be handy, but not for every case. Here comes the Atlassian Marketplace. Lots of vendors offer their apps for almost every possible challenge.

If you need to find a solution to create Jira issues with templates, enter the respective keywords in the search field on the Atlassian Marketplace. As a result, you instantly get a variety of apps for creating issue templates.

These apps have similar features. They let users save time populating issue fields with issue templates. You just need to pick the right template from the list. This is quite handy when you create lots of similar issues regularly. Let’s dive deeper into some of them.

Issue Templates for Jira by Devinity

Issue Templates for Jira allows you to revolutionize your workflow by harnessing the power of templates, smart defaults, and automation.

With the ability to automatically create Jira issues and structures, you can build complex epics complete with subtasks, displaying their relations effortlessly. Templates allow you to autofill common fields on issues and even apply them to existing tickets, standardizing their content and minimizing mistakes through dynamic variables.

Smart Defaults in Jira help maintain this consistency by automating the calculation of field values. You can copy field values from parent issues to subtasks, calculate date fields based on the current time, and automatically assign tasks to the project lead or appropriate team member. This ensures that your tickets are always up-to-date and accurately reflect the project’s requirements.

Using Issue Templates for Jira, you can automatically apply your templates to newly created issues even when triggered by external software such as Zapier, Jenkins, or Bitbucket.

Field Templates for Jira by Globo Solutions

Field Templates for Jira helps you create templates for system and custom text fields. Splitting template visibility by project roles, issue screens, and types makes it extremely adaptive to every process and team.

You no longer need to reinvent issue summary or spend time on how to create issue description. All you need to do is to select the template for the current situation and fill in the rest if necessary. Combining templates is not only possible but welcomed.

As a result, it speeds up reporters’ issue-creation process. This solution also offers the nice bonus of being able to create comment templates not only on the project level but also for each user individually.

Create Jira issues with templates for a specific field

In the dynamic realm of project management, templates for the issue may lack flexibility. In these projects, teams utilizing Jira can consider templates or pre-defined settings of specific fields.

Smart Attachments for Jira by Stiltsoft Europe automates the Attachments field settings in Jira issues to streamline workflow and ensure your team operates at peak performance.

Key Benefits of Automating Attachments

  1. Standardization: Automatically enforce attachment policies across all issues. Define maximum file sizes, permissible file types, and more, ensuring that every issue meets your organization’s standards.
  2. Consistency: Maintain a uniform approach to handling attachments, eliminating the discrepancies that can arise from manual management.
  3. Time Savings: Reduce the time spent configuring attachment settings for each issue, allowing your team to focus on more critical tasks.
  4. Error Reduction: Automate repetitive settings to minimize the risk of human error and ensure that all attachments comply with predefined criteria.

Define your way to optimize Jira projects

Leveraging templates, smart defaults, and automation in Jira transforms how you manage projects. By reducing repetitive tasks, ensuring data consistency, and integrating with other systems, you can streamline your workflow, allowing your team to focus on what truly matters – delivering outstanding results.

Apps available on the Atlassian Marketplace can help you introduce best practices for creating a Jira issue with templates or pre-configures fields in your projects. You can search for them yourselves or test the ones we cover in this article: