4.6 Managing Templates

Create and update templates for issues and issue comments.

Templates enable you to provide users with starter text for issues and comments. Once you create a new template, you can select it when you create a new issue or add a comment.

If you completed the setup process, you can view sample template by going to Team Development, Utilities, Manage Templates.

• Creating Issue Templates
  Create an issue template by clicking Create on the Templates page.
• Editing or Deleting Issue Templates
  Edit existing templates by selecting the template title on the Templates page.

4.6.1 Creating Issue Templates

Create an issue template by clicking Create on the Templates page.

The text of a template defines the outline of what a user should enter.

To create an issue template:

1. Click the Team Development menu and then select Manage Templates.
2. On the Templates page, click Create Template.
3. On Edit Template page:
   1. Template Name - Enter a unique name for the template.
   2. Template Description - Describe the purpose of template, including what it should be used for.
   3. Template Type - Select a template type:

      • Issue - Select Issue when creating a new issue from scratch.

      • Response - Select Response when entering a comment.

   4. Enter the template text and provide an outline of what a user should enter.

      Use the Markdown tools above the field to add formatting. Click Preview to preview the HTML.

4. Click Create.

4.6.2 Editing or Deleting Issue Templates

Edit existing templates by selecting the template title on the Templates page.

To edit or delete a template:

1. Click the Team Development menu and then select Manage Templates.
2. On the Templates page, click the template name.
3. Click Edit Template.

   The Edit Template page appears.

4. Edit the template attributes:
   1. Template Name - Enter a unique name for the template.
   2. Template Description - Describe the purpose of template, including what it should be used for.
   3. Template Type - Select a template type:
   4. Enter the template in the field provided. To add formatting (such as bold or italic), click the icons in the toolbar. To preview the rendered HTML, click the Preview button.
   5. Click Apply Changes.
5. To delete the template:
   1. Click Delete.
   2. In the confirmation dialog, confirm your selection and click OK.