Managing an issue template

Only project administrators can create/edit issue templates.

To start managing issue templates

To manage the issue template, you need to enter the issue template mode.

To enter issue template mode, select Issue template from the gear icon in the upper right of the screen.

Creating an issue template

You can create an issue template from the contextual menu or from the operations toolbar. Both can be done in Issue Template mode.

To create from the contextual menu

Right-click on the project.
Select Create Template...
Enter the issue template name in Name.
Click Create.

To create from the operations toolbar

Select the project row.
Select Add ⇒ Create Template on the toolbar.
Enter the issue template name in Name.
Click Create.

Converting an issue into an issue template

You can convert an existing issue into an issue template. This is done in standard mode.

Right-click on the issue you want to convert into an issue template.
Select Convert into template

Managing issues under an issue template

Issues under an issue template can be created, edited and deleted like ordinary issues.
When an issue is created from an issue template, you can replace “$<Any string>$” in the issue summary with the wording of your choice.

The order in which issues are created

When creating issues from a template, the order in which issues are created is determined by the following priorities

Start date ascending
Finish date ascending
WBS Code ascending