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Adding Templates to Work Items
When a template is applied to a Jira work item, a separate copy of the template is added to the work item (as opposed to being linked to or referenced by the work item). If a template is later deleted from the templates list, copies of template that have been added to work item will remain. If the template items contain mentions to users, this will reflect in the resulting checklist items and may also result in a notification being sent to the mentioned users.
Adding Templates to Work Items Manually
To manually add a template to a work item:
Click on the … menu for the Checklist.
Select Load templates.
Use the checkboxes to indicate the template(s) you want to add to the work item. Use the search bar to find the templates that aren’t displayed in the list.
Click Load template(s). The selected templates will be added to the work item.
If the the already has a checklist, you will be asked whether you want to append or overwrite the existing checklist. If you select Append, the template's items will be added to the end of the existing checklist. If you select Overwrite, all preexisting checklist items will be deleted prior to applying the template.
Adding Templates Automatically (Default Templates)
Adding Templates Based on an Item Label
You can automatically add templates based on a value in the Jira labels field. To add a template based on a label:
Ensure that the Apply checklist templates via labels global setting is enabled.
Ensure that the template name does not include any spaces.
Add a label (when creating or editing the work item) that exactly matches the name of the template (case sensitive).
The template will be added to the work item. Note that removing the label will not remove the template once it has been applied.
If you remove and add a label (having a corresponding template) multiple times, checklist template will be applied every time you add the label, thus checklist items can get duplicated.
Bulk Adding Templates
To apply a template in bulk:
Ensure that the Apply checklist templates via labels global setting is enabled.
Use JQL to select the work items you want to add the template to.
Click on the … menu and select Bulk change all x issues.
Use the checkboxes to select the issues you want to add the template to. Click Next.
Select Edit issues and click Next.
Select Labels as the field to be edited.
Use the dropdown to indicated if you want to add the label to existing labels, or replace the existing values. Note that removing a label from an issue will not remove corresponding checklist templates.
Select the label that corresponds with the indicated template and click Next.
Click Confirm.
Click Done when the update is complete.