Managing an issue template

To start managing issue templates

To manage the issue template, you need to open the Template Management

from Template Management in Tools menu

Open

or from New Template in Add context menu

Open

Template Management top page is in light yellow, helping you easy to aware and distinguish it from Gantt page.

Hit Back to the Gantt to close Template Management

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

1. Right-click on the project.

2. Select Add Template...

3. Enter the issue template name in Name.

4. Click Create.

To create from the operations toolbar

1. Select the project row.

2. Select Add ⇒ Add Template on the toolbar.

3. Enter the issue template name in Name.

4. Click Create.

Clone issue(s) into an issue template

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

1. Right-click on the issue you want to clone issue(s) into an issue template.

2. Select Clone into template

   1. Select Add to new template if you want to create a new template and store clones of the issue(s)

   2. Select the target template if you want to store clones of the issue(s) in an existing 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.