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Template Categories

Template Categories

😎 Pro Feature β†’ How to Upgrade from Free to Pro Plan

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ContentsπŸ‘‡πŸΌ

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Overview

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Checklist templates grouped by categories on the Issue view

The Template Categories feature in Smart Checklist for Jira Cloud introduces a structured and intuitive way to organize checklist templates. Templates are now grouped by category directly in the Template Manager pop-up, making them easier to browse and select.

By allowing users and admins to assign templates to custom-defined categories, this feature significantly improves the discoverability and manageability of templates across both project-specific and global contexts.

Categories serve as a powerful filtering and grouping mechanism, enabling teams to:

  • Easily locate relevant templates in large template lists

  • Maintain a clear and organized structure for templates across teams and use cases

  • Streamline template management through centralized category creation, editing, and deletion

  • Improve consistency by encouraging standardized naming and categorization practices

Organize templates by department, process, or goal
Group templates into categories like β€œQA,” β€œDev,” or β€œClient Onboarding” to keep your template library clean and easy to navigate β€” especially when working across multiple teams or projects.

How it works

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☝🏼 NOTE: Category field things to remember:

  1. The Category field is a single-select dropdown.

  2. The Category field includes a tooltip linking to the documentation.

  3. All operations with the Category field from Issue view are also available from Project Settings.

πŸ‘€ JIRA PERMISSION REQUIRED: Only users with Administer Projects permissions can change Category for templates

Assign a template to a Category

Assigning templates to categories helps your team organize and locate templates more easily β€” especially in the Issue view, where templates are automatically grouped by category.

You can assign a category when you:

  • Edit an existing template

  • Create a new template

  • Save an existing checklist as a template

Assign Category to an existing template:Β 

From Issue view:

  1. Navigate to the Project Templates Settings: Go to any Issue β†’ Smart Checklist menu β†’ Manage Templates.

  2. Expand the template you want to assign to a category.

  3. Under the Template name there is a Category field:

    • Choose the Category from the suggested categories, based on the entry, where the template should be added.

    • Or create a new category by simply typing the desired category name that doesn’t exist yet

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Category field in Checklist template modal on Issue view

Add Category When Creating a Template

  1. Navigate to the template creation screen:

    1. From Issue View: Go to any Issue β†’ Smart Checklist menu β†’ Manage Templates.

    2. From Global Settings: Go to Administration β†’ Manage Apps β†’ Smart Checklist β†’ Settings β†’ Templates.

  2. Click Create template button.

  3. Enter the Template name and add checklist items

  4. In the Category field:

  5. Select an existing category.

    image-20250827-142704.png
    Category field in the Create Template modal on Issue View

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    1. Or create a new one by typing a new name and clicking on the proposed dropdown

      image-20250827-142931.png
      Creating a new category in the Create Template modal on Issue View

  6. Click Save.

Add Category when Saving as a Template

  1. Open any issue with the checklist that you want to save as a template and assign it to a category.

  2. Click Smart Checklist menu β†’ Save as a template.

  3. Enter the Template name.

  4. In the Category field:

    • Select an existing category.

    • Or create a new one by typing a new name.

      image-20250827-143324.png
      Category field in the Save as a Template modal on Issue View

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  5. Click Save.

You can then find the saved template under the selected category by going to:
Issue β†’ Smart Checklist menu β†’ Manage Templates. πŸŽ‰

Unassign a template from a Category

From Issue view:

  1. Navigate to the Project Templates Settings: Go to any Issue β†’ Smart Checklist menu β†’ Manage Templates.

  2. Expand the category from which you want to remove the template.

  3. Under the Template name, there is a Category field.

  4. Click on β€œx” icon in this field next to the value.

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'x' icon to unassign a template from a category

  1. Template is unassigned and appeared next to the templates grouped by categories

How Categorized Templates Are Displayed

In the Template pop-up (Issue view), all templates are grouped by categories:

  • Each category is an expandable section containing the templates assigned to it.

  • Each category has a label indicating the number of assigned templates.

  • Empty categories are not displayed.

  • Any templates without assigned categories appear below the categorized sections in the usual format.

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Templates grouped by categories on the Issue view

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