Convert Template to project/global
Easily switch between project-specific and global templates to ensure your checklist templates are available where they’re needed most!
You can adjust the scope settings to change a template's visibility and usage. This allows you to convert a project template into a global template, or vice versa.
Convert template to Global
Open the desired template in Smart Checklist Global settings.
Set the Scope:
select All Projects to make the template accessible across all projects
select Multiple Projects to share template across specific projects
Result:
The template will now appear under the Global Templates tab and be accessible globally.
Convert template to Project-specific
Open the desired template in Smart Checklist Global settings.
Set the Scope to Single Project and select the target project.
Result:
The template will now be available only for that project and will appear as a Project Template in the template manager, accessible from the issue view at the project level.
☝🏼NOTE: Adjusting the scope not only changes the template's availability but also determines who can manage it:
Global templates are managed only by Jira Admins.
Project templates can be managed by Project Admins and Jira Admins.
Additionally, you can enable custom permissions to determine who can manage checklist templates. Learn more here → https://railsware.atlassian.net/wiki/x/DAB04w