How can I create custom project template ? (2024)

How can I create custom project template ? (1)

Kamalakannan R December 18, 2022

Hello All,

How can I create a custom project templates and workflow on Jira?

Please help me on this!

Thankyou,

Kamal

2 answers

1 accepted

How can I create custom project template ? (2)

Trudy Claspill

Community Leader

How can I create custom project template ? (3)

Community Leader

Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.

December 19, 2022

Hello@Kamalakannan R

You cannot add a template to the list you see when you create a project.

How can I create custom project template ? (4)

You can set up Schemes (field configuration, workflow, screen, issue type, etc.) for a Company Managed project. When you create a new Company Managed project, at the point where you enter the project name and key you can elect to "Share settings with an existing project" (see below). This will set up your new Company Managed project to use the same schemes as an existing project that you specify.

(Note the option is disabled in my screen image because I use the Free version and the option is available only for paid subscriptions.)

How can I create custom project template ? (5)

This option is not available for Team Managed projects.

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How can I create custom project template ? (6)

Kamalakannan R December 19, 2022

@Trudy ClaspillThanks for your response.

Let me check and update you.

If there any possibility to solve this by using the delegated project creator?

Thanks

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How can I create custom project template ? (7)

Trudy Claspill

Community Leader

How can I create custom project template ? (8)

Community Leader

Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.

December 20, 2022

It depends on exactly what you expect to include in your project template, and what other features are required to "solve" your need.

Using Delegated Project Creator for Jira does give you the ability to create a "template" that includes the Schemes you want for your Company Managed projects, without have to assign them to an actual project. This "template" does not appear in the project templates list you see from the built-in Create Project option.

It also does not appear to support a "template" for a Team Managed type of project. But I have not read all of the documentation to confirm that.

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0 votes

How can I create custom project template ? (9)

Litew8 GmbH May 9, 2023

Hi@Kamalakannan R

natively it is not possible to add custom project templates. You either can go with the native option of creation projects with the 'share settings with existing project' checkbox.
Or if you are up for it look into addons like our 'Project Templates for Jira'.

Unlike the native 'share settings' checkbox, the app includes multiple additional functionality like cloning components, versions, project role assignment and creating basic boards & predefined issues.

It also allows non-admins to create projects based on specific projects. Making it easier than the checkbox to find the right template project.

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How can I create custom project template ? (2024)

FAQs

How to create a template for a project? ›

Create a template

Specify a name for the new template in the template header, then press Enter. Click the Template Tasks section in the left panel. Click Start Adding Template Tasks. Click New Template Task to start adding tasks to your template.

How do I create an open project template? ›

Create and remove project templates

To set up a new project template, you do the same as creating a new project. You name your project that will become your template. To make this project a template, go to project settings. And click set as template to make the project a template.

How do I create a project template documentation? ›

How to Create Project Documentation?
  1. Step 1: Collect all requirements and related in a central repository. ...
  2. Step 2: Be descriptive of the process and stages of the project. ...
  3. Step 3: Organize the information by stages and topics. ...
  4. Step 4: Collaborate with your team on reviews.
Jun 14, 2022

Does Word have a project template? ›

Many project managers swear by Microsoft Word's project management templates. These templates allow you to track tasks, manage schedules and budgets, and keep all your project information in one place.

What is project planning template? ›

A project plan template is a document that compiles all the guidelines and procedures the project management team needs to execute a project.

Does Google Docs have a project plan template? ›

A Google Docs project plan template provides a framework to capture all key project plan details. Use a project plan template to list your project goals, objectives, scope, deliverables, features, tasks, due dates, milestones, statuses, and their respective priorities.

How do I create a project report template? ›

How to write a project report in only 5 steps
  1. Start with the basics. At the very top of your project report should be a simple table that includes all of the core information for the project. ...
  2. Cover your objectives. ...
  3. List your obstacles. ...
  4. Create a project timeline. ...
  5. Cover project communication.
May 9, 2024

What is a project plan template? ›

A project plan template is a document that compiles all the guidelines and procedures the project management team needs to execute a project. Project plan templates allow project managers to save time during the project planning phase and also help them ensure nothing slips through the cracks.

What is a project brief template? ›

A project brief is an easy-to-digest document that outlines the critical components of a project for your team and stakeholders. While a project plan details how a project will get done, a project brief defines the who, what, when, where, and why.

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