How to automate template in Jira

Automate template in Jira: In the fast-paced world of project management, automation is a game-changer. Jira, a powerful tool, allows users to automate templates, streamlining processes and saving valuable time. This comprehensive guide will walk you through the step-by-step process of automating templates in Jira, provide external links for further information, and address frequently asked questions to ensure you harness the full potential of automation in your projects.

“How do I automate templates in Jira?”

“To automate templates in Jira, access ‘Automation Rules’ in project settings, create a rule with triggering events and conditions, set actions to ‘Create Issue,’ configure fields, and save. Effortlessly streamline your workflows with this step-by-step guide.”

The Power of Automation in Jira:

Automation in Jira is a catalyst for efficiency, enabling teams to focus on impactful tasks while routine processes are handled seamlessly. Automating templates takes this efficiency to the next level, allowing for the swift creation and customization of issues tailored to your project’s unique needs.

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Step-by-Step Guide to Automate Templates in Jira:

Step 1: Access Jira Automation Rules

  1. Log in to your Jira account.
  2. Navigate to your project and access “Project Settings.”
  3. Click on “Automation” to access the automation rules.

Step 2: Create a New Rule

  1. Click “Create Rule.”
  2. Select a triggering event for the automation, such as “Issue Created” or “Scheduled.”

Step 3: Define the Conditions

  1. Specify the conditions that must be met for the automation to trigger.
  2. This can include project, issue type, or any other relevant criteria.

Step 4: Set the Actions

  1. Define the actions the automation will perform. For creating a template, choose “Create Issue” as the action.
  2. Configure the fields and details of the new issue to match your template requirements.

Step 5: Save and Test

  1. Save the automation rule.
  2. Test the automation by creating an issue that fulfills the defined conditions.

Best practices to automate templates in jira

Automating templates in Jira is a powerful way to enhance efficiency. Here are best practices to ensure successful template automation:
  1. Clearly Define Triggers: Clearly define triggering events based on when you want the template automation to occur. Whether it’s issue creation, a scheduled event, or other criteria, specificity is key.
  2. Precise Conditions: Set precise conditions for the automation to trigger. This ensures that the template is applied only to relevant instances, avoiding unnecessary automation.
  3. Utilize Smart Values: Leverage Jira’s smart values in your automation actions to make templates dynamic. Smart values allow you to incorporate contextual information into your templates, adapting to various scenarios.
  4. Test Automation Rules: Before deploying automation rules, thoroughly test them to ensure they perform as intended. Testing helps identify and address any issues, preventing potential disruptions in your workflows.
  5. Documentation: Document your automation rules comprehensively. Clearly articulate the purpose, triggers, conditions, and actions in a shared document. This documentation aids in understanding and troubleshooting.
  6. Regularly Review and Update: Periodically review and update your automation rules to align with evolving project requirements. This ensures that your automated templates remain effective and relevant over time.
  7. Consistent Naming Conventions: Maintain consistent naming conventions for your automation rules and templates. This simplifies management and promotes clarity, especially when dealing with multiple rules and templates.
  8. User Training: Provide training to users involved in the automation process. Ensure they understand how templates are automated, how to troubleshoot issues, and the overall impact on project workflows.
  9. Monitoring and Logging: Implement monitoring and logging mechanisms to track the performance of your automation rules. Regularly check logs to identify any unexpected behavior and address issues promptly.
  10. Backup and Recovery Plan: Have a robust backup and recovery plan in place. While automation enhances efficiency, having a contingency plan ensures minimal disruption in case of unexpected issues or changes.

By adhering to these best practices, you can optimize the automation of templates in Jira, ensuring a seamless and efficient workflow within your project management processes.

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External Links for Further Information:


Q1: Can I automate the creation of multiple templates?

Answer: Yes, you can create multiple automation rules, each tailored to a specific template, by defining different triggering events and conditions.

Q2: What if my template requires dynamic information?

Answer: Jira automation supports dynamic information by allowing you to use smart values in your actions, ensuring flexibility in template creation.

Q3: Are there limitations to the number of automation rules?

Answer: While Jira Software Cloud has certain automation limits based on your plan, most users can create a substantial number of automation rules to accommodate various templates.

Q4: Can I edit or disable automation rules once created?

Answer: Yes, you can edit or disable automation rules at any time by accessing the “Automation” section in your project settings.


Automating templates in Jira is a strategic move toward enhancing efficiency and ensuring consistency in project workflows. This guide has provided a detailed walkthrough, external resources for further exploration, and answers to common questions. By incorporating automation into your template creation process, you can optimize your project management, reduce manual efforts, and unlock the true potential of Jira’s automation capabilities.


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