FOR PROJECT ADMINISTRATOR
Overview
When creating a new Jira issue, the pre-configured table will be attached to the issue
You can configure a pre-configured table for a project and an issue type
How to configure a pre-configured table
On the prerequisite, it needs a project administrator’s permission to configure it.
A project administrator is a user with the Administer projects project permission for a particular project. By default, the 'Administer projects' permission is assigned to the 'administrators' group (via the Administrators role) for projects.
Go to the configuration screen, then push the ‘Add’ button
for the company-managed project:
Project > Project settings > Excel-like Tables - Templatesfor the team-managed project:
Project > Project settings > Apps > Excel-like Tables - Templates
Select an issue type and input a description if you like, then push the ‘Create’ button
You will see a new template entry on the list. To edit the table or import your Excel file, click the “edit” link.
How to use a pre-configured table
When you create the Jira issue that its issue type was configured to attach a template table, it will attach the table to your new issue.
It will take some time to complete an attachment process. If you can not see a table on a new issue, please push the ‘Table’ action button(
) or reload the issue
Limitations and notices
There is no way to use a template on the existing issues. We recommend creating a dedicated issue type for the template before creating templates.