Clone templates in Jira

Creating templates based on Jira’s native issue structure is a simple and effective way to streamline recurring work. Clone Expert allows you to treat any existing issue – from a single task to a full hierarchy of linked work items – as a reusable template that can be cloned and adjusted as needed.

light bulpWhen to use this

Use templates if you:

  • Regularly create similar tasks, epics, or workflows
  • Want to standardize onboarding, campaigns, sprint planning, or service delivery
  • Need to clone predefined hierarchies, but still want to adjust them before use
  • Prefer working with native Jira features over complex automation

    light bulpHow it works

    1. Create your template using standard Jira issues

    Build your template just like any other task, story, or epic – with children, sub-tasks, descriptions, custom fields, and checklists.

    1. Mark it as a template (optional)
      • Use a label (e.g., template)
      • Or create a custom field like “Template = Yes”
      • Or simply document its purpose in the summary/description
    1. Store your templates
      • Option 1: Keep templates in the same project where you’ll use them
      • Option 2: Create a dedicated “Templates” project to separate them from active work
    1. Clone when needed using Clone Expert
      • Open the template issue
      • Click Clone issue / Clone template
      • Use Clone Expert’s table view and advanced options to adjust the work item to your current needs.
    1. Create ready-to-plan items

    With just a few clicks, your template becomes a tailored set of issues – correctly linked, formatted, and scheduled.

    light bulp Tips

    • Templates can be single work items (e.g. recurring task) or entire structures (e.g. Epic → Stories → Sub-tasks)
    • You can build templates using native Jira features only – no scripts or custom apps required
    • Combine with placeholders for even more dynamic templates
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