Templating & Templates
Introduction
This section outlines templates we provide to speed up the process of various entities creation in Release Management App & Jira Cloud. This functionality is available from “Templates“ menu of the board:
Package templates
Defining template
By clicking on “Templates“ in board menu ribbon you will see all the created package templates for this board or an empty list if there are none.
Create new and edit existing
To create a new one click on “Create template“ button
to show template create/editing dialog.
To edit existing template just click on it
to open same create/editing dialog with template properties defined.
Defining template props
Template create/editing dialog has the following properties:
Package name - name of the template to distinguish from the rest. This is also a default package name that will be used while creating if not overridden
Description - description of the package that will be created from this template
Tags - tags will be auto populated for respective packages
Start date offset - offset of package start date from the one specified while creating the package
Release date offset - offset of package release date from the one specified while creating the package
Versions - predefined list of versions that will be created with package
Package milestones - predefined list of milestones that will be created with package
Adding versions to package template
If you want to add a predefined list of versions to your package template click on add button in versions section of the template create/editing screen
Add version dialog will popup with the following props:
Project - in which the fixVersion will be created (matches the list of projects from the board)
Version name - name of the version
Description - description of the version that will be created from this template
Tags - tags will be auto populated for respective versions
Start date offset - offset of version start date from the one specified while creating the package
Release date offset - offset of version release date from the one specified while creating the package
Version milestones - predefined list of milestones that will be created for this version while creating the package
To add version milestones use inline editing to specify
Name - of the Milestone
Date offset - offset of Milestone Planned Achieved Date from the one specified while creating the package
Triggers - if you want to auto-achieve by moving in specific column
Adding package milestones to package template
To add package milestones use inline editing to specify
Name - of the Milestone
Date offset - offset of Milestone Planned Achieved Date from the one specified while creating the package
Triggers - if you want to auto-achieve by moving in specific column
Creating package from template
To create package from template choose Create/[PACKAGE]Create from Template menu item available from Versions and Packages boards as well as Roadmap and Calendar views
In the “Create package from template“ dialog you would need to specify:
Template - that you plan to use
Start date - that will become a baseline for all the offsets specified in the template, namely Start and Release Dates on package and versions as well as Planned Achieved Dates of all the milestones (for package and versions)
Package name - otherwise template name will be used
Prefix/Suffix - prefix/suffix clauses that will be added before/after package name and associated versions, but not the milestones
Before pushing “Create“ button we suggest to review the transcript of all the entities that will be created with their names and dates
Version defaults
You can also define som default naming convention for your version as well as default decription template and list of pre-defined milestones. To do so, go to Board Settings / Version defaults section. Read more details here:
https://releasemanagement.atlassian.net/wiki/spaces/RMC/pages/92078312/Configure+board+settings#Version-defaults
More templates to come
We have few own ideas in our backlog, but also keen to listen to your feedback and suggestions. Just drop us a ticket. Appreciate that.