Work item template Guide | Helpdesk Atlassway

This guide provides a complete overview of how to create, manage, and use templates effectively within the system. It explains each feature step by step, from template creation to reporting and permissions.

1. Create a Template

Click on Create Template
A pop-up window will appear
Choose the Template Type:
- Standard
- Sub-task
Select the Work Item Type ( Bug, Task, Story)
Add fields to your template:
- Click on any field to add it
- The selected fields will be listed
- Fill in the values as needed
Once all fields are configured:
- Add the necessary data
- Click Save

✅ Your template is now saved and ready to use

Template Scope

A template is associated with:
- One or more Projects
- One or more Work Item Types

👉 Example:
If a template is linked to a Cloud Project and Bug, it will only apply to that project and work type.

2. Apply a Template

Go to Jira → Create Work Item
Select:
- The Project
- The Work Item Type
The template will be applied automatically if:
- It matches the selected project and type

Notes:

If multiple templates exist for the selected project and work item type :
- The default template will be applied
- You can change the default or select another template manually

3.Search & Filter Templates

Use the search bar to quickly find templates by name.

You can also refine your results using filters:

Status → filter by Enabled or Disabled templates
Type → filter by template type (Standard or Sub-task)
Project → filter templates linked to a specific project
Work Type → filter by Jira issue type (Bug, Task, Story…)
Priority → filter templates based on priority level

👉 Click Clean Filters to reset all filters at once

4.Export & Import Templates

Export Templates

You can export templates in different ways:

Export a single template
Export multiple templates at once
- Click Export, then select one or more templates.
- Click Export again, choose the format (PNG or JSON), and confirm by clicking Export.
- The selected templates will then be exported successfully.

Import Templates

You can import templates using:

JSON format only
- Click Import, then you will be redirected to select a file from your computer. Choose the JSON file, then click Import to complete the process.

5. Bulk Delete

You can delete more than a template with simple click in one time :

Click Bulk Actions
Select templates
Click Delete

Confirm deletion

6. Customize Table View

Default columns:

Template Name
Type
Description
Summary
Project
Work Type
Priority
Enabled
Actions

To Add more fields on your table :

Click Fields and select:

Labels
Story Points
Due Date
Assignee
Fix Version
Components
Start Date
Reporter

Each filed selected will be displayed in the table directly.

And if you want to reset the table to default, simply click on Fields, then click Clear All. The table will then display only the default columns.

7. Manage Templates

For each template, you can:

Edit → Click on Edit to open the template. Apply your modifications, then click Modify Fields and Save to update the template.

Delete → Click Delete on a template. A confirmation pop-up will appear confirm it to permanently remove the template.
Duplicate → Click Duplicate to create a copy of the template. A new name will be generated automatically (Template Name - V1). You can then modify it as needed and click Duplicate to save it.