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Create work items faster with Templates

Pro

Work Item Templates help you standardize and streamline your workflow by providing reusable templates for common tasks. Instead of manually recreating similar work items, templates allow you to quickly apply predefined structures, saving time and ensuring consistency.

Templates are perfect for teams who:

  • Handle recurring tasks with similar structures
  • Need to maintain consistency across work items
  • Want to reduce setup time for new tasks
  • Need to ensure team members include all required information

Create work item template​

  1. Navigate to Project Settings.
  2. Select the Templates tab on the right pane. Create work item template
  3. Click the Create template button in the top-right corner.
  4. Select Work Item template from the options. Add template details
  5. Fill in the template details:
    • Give your template a clear, descriptive name.
    • Add a description explaining when and how to use this template.
    • Fill in any default fields you want pre-populated (title format, description,..)
    • Configure properties like Labels, Assignees, and Modules.
  6. Click Create work item template to save.

Use work item templates​

Once you've created templates, you can use them whenever you create a new work item: Use Template when creating work items

  1. Navigate to Work Items under your project.
  2. Click the + button to create a new work item.
  3. Select the work item type.
  4. Click the templates icon and choose and from available templates in the dropdown menu.
  5. Your new work item will be pre-populated with all the template information.
  6. Make any necessary adjustments to the work item.
  7. Click Save.

Alternatively, from the Templates settings page:

Use Template in project settings

  1. Find your template in the list.
  2. Click the Use template button.
  3. This will immediately open the new work item creation form with all template fields pre-filled.

Manage Templates​

All your templates are accessible from Project Settings > Templates. Manage templates

From here you can:

  • View all existing templates
  • Create new templates
  • Use existing templates
  • Edit or delete templates
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Project Templates are also available to standardize projects within your workspace. Page Templates are on our roadmap and coming soon.