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There are some built-in templates in the Grid to make your onboarding process more convenient. You can use them or create your own custom Process Template for the regular process of your business.
To create a New Process Template click the "+ New Template" button. To see more details about how to create the Process Template - watch our video tutorial or read more in Documentation.
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1. Template name. It shows the list of Process Templates and the . The column can be sorted in Ascending and Descending order. By clicking on the Template name, you can go to Template Settings and edit them. Also, you can choose the icon of the template by clicking on it.
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2. Category. Add category labels to templates for convenient sorting by categories or departments. To create a new category or choose from the existing, just click the Category area in the line of Template Name.
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Schedule. Set recurring start for Template by certain parameters. Read more.
Template URL. Sent Template URL to other users or use Start URL to automate Template Start in Jira from the third parties apps. Read more.
Restrictions. Set permissions for - who can view and edit Template. Read more.
Start. Start the Process based on the template. After clicking this button, the system will start creating Jira issues for each step automatically. Read more.
Template preview. It shows how the process will look, including steps order, approval process, and blockers.
Duplicate. Make copies of the Template and create new ones based on them.
Delete. Remove unnecessary and outdated Templates. Read more.
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