We all have lists of critical tasks that need to be performed regularly—the kind where missing one could cost time and money. This might be a monthly process for HR, Accounting, or any another department...or even an intermittent occurrence like onboarding tasks. Jira can help keep track of these tasks, but you have to get them entered accurately before that can happen.
The out-of-the-box option is to import a CSV file each time. This solution can get the job done. However, editing the CSV file for each use can be tedious and creates opportunities for user error.
Good news: There is a better way to reproduce a project. Meet Issue Templates for Jira by Deviniti. This clever app allows you to create a group of tasks as a template that can be used repeatedly on classic projects in Cloud, Data Center, and Server. Sorry, this is not made for NextGen fans.
Issue Templates for Jira is set up with a project of its own. Here the epics, standard tasks, and sub-tasks are built out as they will be used in the final project. Once the task structure is complete, the top-level task can be named as desired for selection using the "create from template" wizard in the target project.
Another feature this app offers is variables. Whether the requirement is for static or dynamic values to be inserted into the issue name, description, or other text fields, Issue Templates for Jira can help. There is a wide variety of starter variables, and it is possible for admins to add others if needed.
When generating tasks from a template, any configured variables prompt for the value when the wizard is started. It is possible to mark fields as required with dynamic variables, which are also prompted for when starting the creation process. If a task was manually created and the template needs to be added, it is possible to apply a template to the task. It is also possible to limit the projects and roles where the "create from template" button appears, so as to not cause confusion for users that don't regularly use the application.
Creating the template in Jira provides a WYSIWYG (what you see is what you get) experience. This is easier to work with and confirm tasks are set up as expected versus working in a CSV file, which requires importing, reviewing, deleting errors, and starting over. This tool is fun to work with, can save a lot of time, and simplifies the creation of repetitive tasks.