Template Categories
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Contents👇🏼
Overview
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 “QA,” “Dev,” or “Client Onboarding” to keep your template library clean and easy to navigate — especially when working across multiple teams or projects.
How it works
☝🏼 NOTE: Category field things to remember:
The Category field is a single-select dropdown.
The Category field includes a tooltip linking to the documentation.
All operations with the Category field from Issue view are also available from Project Settings.
👤 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 — 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:
From Issue view:
Navigate to the Project Templates Settings: Go to any Issue → Smart Checklist menu → Manage Templates.
Expand the template you want to assign to a category.
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
Add Category When Creating a Template
Navigate to the template creation screen:
From Issue View: Go to any Issue → Smart Checklist menu → Manage Templates.
From Global Settings: Go to Administration → Manage Apps → Smart Checklist → Settings → Templates.
Click Create template button.
Enter the Template name and add checklist items
In the Category field:
Select an existing category.
Category field in the Create Template modal on Issue ViewOr create a new one by typing a new name and clicking on the proposed dropdown
Creating a new category in the Create Template modal on Issue View
Click Save.
Add Category when Saving as a Template
Open any issue with the checklist that you want to save as a template and assign it to a category.
Click Smart Checklist menu → Save as a template.
Enter the Template name.
In the Category field:
Select an existing category.
Or create a new one by typing a new name.
Category field in the Save as a Template modal on Issue View
Click Save.
You can then find the saved template under the selected category by going to:
Issue → Smart Checklist menu → Manage Templates. 🎉
Unassign a template from a Category
From Issue view:
Navigate to the Project Templates Settings: Go to any Issue → Smart Checklist menu → Manage Templates.
Expand the category from which you want to remove the template.
Under the Template name, there is a Category field.
Click on “x” icon in this field next to the value.
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.
