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1.9 How to: Create Issue Templates

1.9 How to: Create Issue Templates

Owned by Carina Siefert (Deactivated)
Last updated: Oct 23, 2019 by Simone Schmidt

new version

We have a new version of Outlook Email for Jira!
This is the documentation for the old add-in. If you are looking for info about the new one, please click click here.

Navigate to Issue Templates

To define issue templates navigate to Issue Templates in your JIRA admin panel.

General Settings - Add-ons - Issue Templates

Issue Templates

Here you can edit:

  1. Group Hierarchy Issue Templates can be defined dependent on user groups. It is completely optional. However if you like JIRA to Outlook to pick issue templates automatically based on the group of user, you'll have to pick all relevant groups here first.
  2. Initial Key Selection Here you can define initial key values that are selected when user opens the "New Issue" dialog in Outlook. This can either be done for all users ( Group: All Others) or groups defined in the hierarchy above.
  3. Issue Template Here you can define issue templates. The fields will be inserted as soon as the user selects criteria that matches the key fields. Again these templates can be made group specific if these groups are defined in the group hierarchy above. 
    You can also give templates a name, so users can choose them manually during the issue creation