Issue Templates

Creating an Issue Template

1. Open the Issue Templates tab and click the + Issue Template button. This opens the Create Issue Template window.



2. Complete the Template Info fields as follows:

Template Name	Enter a name for the template. This is how the template will be labelled in the Template drop-down list when a user is creating an issue.
Description	Enter a description of the template.
Business Type	Select which business type this template is relevant to.

3. Complete the General Info and Impacts fields. For a description of each field, see the Creating an Issue section in Issue Workbench.
4. Click to save the template.

Editing an Issue Template

1. Right-click the template you wish to edit, or left-click the template and click the menu icon , then click Edit. This opens the Edit Issue Template window for that template.

2. Edit the fields as necessary.

3. Click to save your changes.

Deleting an Issue Template

1. To delete an issue template, click the trash can iconin the Actions column. You will receive a confirmation popup asking if you are sure.

   

2. Click to confirm.