Templates
Pre-built task structures you can apply instantly. Think of them as blueprints — from sprint planning to incident response to employee onboarding.
Templates are pre-built task structures you can apply instantly. A sprint planning template creates all ceremony tasks, a feature launch template sets up the full workflow from spec to release.
Browse the template library
Click 'Templates' in the editor toolbar to open the gallery. Templates show their name, description, variable count, and usage stats.
Preview before applying
Click any template to see its full task tree — all tasks, hierarchy, field values, and variables it will create. Nothing is created until you confirm.
Apply a template
Click 'Use' to apply a template. If the template has variables (like sprint name or team lead), you'll be prompted to fill them in first.
Combine templates
Apply multiple templates in sequence. A sprint planning template + incident response template gives you a complete sprint setup with emergency procedures built in.
Pro tip: Star your frequently used templates for quick access. They appear in a 'Favorites' section at the top of the gallery.
Variables make templates dynamic. Instead of hardcoding dates, names, and values, use variables that get filled in when the template is applied.
Variable pills in the editor
Your template variables appear as clickable pills at the top of the editor. Select one or more task rows, then click a variable pill to insert it into the selected lines. This is the fastest way to assign variables across multiple tasks at once.
Create variables from fields
Click the {x} button next to any field to convert its value to a variable. Name the variable, set its type, default value, and description.
Fill in variables when applying
When you click 'Use Template', the Configure dialog shows all variables. Fill in each one — assignees, dates, names — and the template populates every task that uses them.
Date arithmetic
Date variables support calculations: business day offsets, week-relative dates, and deadline-based scheduling. Business day calculations skip weekends and optionally holidays.
Default values
Set default values for variables so users can accept them with one click. Add validation rules like 'must be a future date' or 'must be a team member'.
Assign roles with user variables
Create user variables for roles like QA Lead or Tech Lead. Pick a default team member or leave it empty — users choose when applying the template.
Multi-user variables for approvers and reviewers
Select multiple stakeholders at once — approvers, reviewers, or entire squads. Everyone is looped in from the moment tasks are created.
Any field becomes a variable
Click any bulk-assignable field pill to promote it to a template variable. Text, Number, Date, User, Select, Multi-Select, Checkbox, Sprint — each type validates input so your Jira data stays clean and consistent.
Build templates from scratch or save your current editor state as a reusable template. Your team's workflows deserve custom blueprints.
Save current tasks as template
Set up your tasks in the editor exactly how you want them. Click 'Save as Template' in the toolbar. Give it a name, category, and description.
Build from scratch
Click '+ Create' in the template gallery. The template editor opens — same interface as the main editor, but with variable support enabled.
Test your template
Click 'Preview' to see what the template looks like when applied. Fill in the variable form and verify the output matches your expectations.
Pro tip: Start with one of the built-in templates and customize it rather than building from scratch. It's faster and you inherit best practices.
Templates can be personal (only you see them) or project-level (shared with your team). Team templates ensure everyone follows the same workflows.
Template scopes
Personal templates are private to you. Project templates are shared with your Jira project team members.
Pro tip: Create a set of standard templates for your org's common workflows. Pin them to make them easy to find for new team members.
Power features for teams who want maximum automation from their templates.
Template variables in descriptions
Variables work in task descriptions too — use {{variable_name}} syntax. When the template is applied, all instances are replaced with the user's input.