Templates
What is a template?
A checklist template is a pre-defined list of checklist items. It can be loaded manually into a Jira work item at any time, added automatically as a default template when a work item of a given type is is created , or added to an item via automation.
Global Checklists vs Templates
Global checklists and Templates can both be used to save time, standardize processes and automatically apply checklists to new jira work items. The main difference is that Global checklist are linked to selected work items, while Templates are pre-defined lists that can be applied/copied to work items.
Global Checklist | Template | |
|---|---|---|
Available In | ENTERPRISE | FREE PRO ENTERPRISE |
Created/Managed By | Managed by Jira admins Created in the Jira settings (Jira settings > Marketplace apps > Global Checklist) and applied to work items via a context. | Users with edit work item permissions (see details) Accessed from the work item page or project page. |
Behavior / Configuration | Global Checklists can be linked to work items across Jira projects. Any changes to the Global Checklist are immediately visible on existing work items with this checklist. | Templates can be copied/applied to work items in a project. Any change to the template are not reflected on work items where the template was previously applied/loaded. |
Scope | Global Checklists can be linked/set globally to one, multiple, or all projects. It is then visible on all existing and new work items matching the context (project and work item type). | A template can be set as a default template for a given work item type(s) within a project. It is then applied/copied to all newly created work items (in that project) matching the configured work item type. |
Work item view | Users can only toggle the state/status of checklist items displayed on the work item page (subject to permissions). | Users can load templates onto work items. Once a template is on a work item, users can add, edit or delete the template’s checklist items (subject to permissions). Changes made to the checklist on the work item will not impact the saved template. |
Automatically Added to New Work Items | Yes, via the context. | Yes, if set as a default template. |