Watch templates in action!

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• 1 Template Types
  • 1.1 Private Templates
  • 1.2 Global Templates
  • 1.3 Example Templates
• 2 Template Categories
  • 2.1 Add a Category

Need help coming up with ideas for charts? Custom Charts comes with several example templates to get you started!

Private Templates are only visible to the user who created them. You can create as many private templates as you want, and other users in the Jira instance will not be able to see or use the templates.

Global Templates are visible to all users with the Global Template Viewer permission. Global Templates can be used by anyone who can see them, but they can only be created or edited by users with the Global Template Administrator permission.

Example Templates come with Custom Charts and can be seen and used by all users. These are a few examples that we’ve created to help you get started. These templates are not editable, but you can use the template, make any changes you want in the chart, and then save your changes as a private or global template.

Create custom categories to group private and shared templates. Categories appear as folders on the Templates screen.

1. On the Templates screen, click + New category

2. Choose if you’d like the category to be Private category or Shared category

   1. If Private, the category will appear in the Private Templates section

   2. If Shared, the category will appear in the Shared Templates section

3. In the Category name text box, enter a name for the category

4. Click Save category

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