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Templates are pre-built automation configurations that help you set up common workflow rules quickly. Instead of defining triggers, conditions, and actions from scratch, you can pick a template, customize it for your project, and activate it in seconds.
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A template is a ready-made automation rule with a predefined trigger, conditions, and actions. Templates cover common project management patterns that most teams need, such as auto-assigning new items, escalating overdue work, or notifying stakeholders on state changes.
Templates are a starting point. After applying a template, you can modify any part of it — change the trigger, adjust conditions, or swap actions — to fit your team's specific workflow.
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Templates are organized into categories based on the workflow pattern they address:
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Templates for routing new work items to the right people.
| Template name | Trigger | Action |
|---|---|---|
| Auto-assign new items | Work item created | Assign to specified member |
| Round-robin assignment | Work item created | Assign to next member in rotation |
| Assign by label | Label added | Assign to member mapped to that label |
| Flag untriaged items | Work item created | Add "needs-triage" label after 24 hours |
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Templates for automating state transitions.
| Template name | Trigger | Action |
|---|---|---|
| Auto-move to QA | State change to Done | Change state to QA Review |
| Close stale items | Due date reached | Change state to Cancelled after 30 days |
| Reopen on comment | Comment added | Change state from Done to In Progress |
| Mark started on assignment | Assignee change | Change state from Backlog to Todo |
Oncelik ve yukseltme
Templates for managing item urgency.
| Template name | Trigger | Action |
|---|---|---|
| Escalate overdue items | Due date reached | Set priority to Urgent |
| De-escalate on completion | State change to Done | Set priority to None |
| Blocker alert | Label added | Set priority to Urgent, send notification |
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Templates for keeping stakeholders informed.
| Template name | Trigger | Action |
|---|---|---|
| Notify on high-priority creation | Work item created | Notify project admins if priority is High+ |
| Notify assignee on state change | State change | Send notification to current assignee |
| Sprint summary reminder | Cycle ended | Send summary notification to all members |
| Daily overdue digest | Due date reached | Send daily digest of overdue items |
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Templates for sprint-related automation.
| Template name | Trigger | Action |
|---|---|---|
| Add to active sprint | Work item created | Move to currently active cycle |
| Carry over incomplete items | Cycle ended | Move unfinished items to next cycle |
| Sprint start notification | Cycle started | Notify all members with sprint details |
Sablon kullanma
Step 1: Open the template library
- Navigate to your project.
- Go to Settings > Automations.
- Click Use Template.
Step 2: Browse and select
Browse templates by category or search by keyword. Click on a template to see its full configuration — trigger, conditions, and actions.
Step 3: Customize
Before activating, review and adjust the template to match your project:
- Trigger settings — Adjust which states, priorities, or labels the trigger responds to.
- Conditions — Add or remove conditions to narrow the scope.
- Actions — Change target states, assignees, or notification recipients.
- Rule name — Rename the rule to reflect your customization.
Step 4: Activate
Click Create Rule to add the customized template as a rule in your project. It will appear in your automation list and can be enabled or disabled like any other rule.
TIP
You can apply the same template multiple times with different configurations. For example, use the "Assign by label" template once for frontend labels and again for backend labels with different assignees.
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If you have built a custom rule that other projects could benefit from, you can save it as a workspace-level template.
Step 1: Open the rule
Navigate to Settings > Automations and click on the rule you want to save as a template.
Step 2: Save as template
Click Save as Template in the rule editor. Provide:
| Field | Description |
|---|---|
| Template name | A descriptive name for the template |
| Category | Which category it belongs to |
| Description | A short explanation of what the template does |
Step 3: Make it available
Once saved, the template appears in the template library for all projects in the workspace. Workspace admins can manage the template library from Workspace Settings > Automation Templates.
WARNING
Custom templates are workspace-scoped. They are available to all projects within the same workspace but not across different workspaces.
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Changes to a template do not retroactively update rules that were already created from it. Each rule is independent once created.
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Deleting a template removes it from the library. Existing rules created from the template are not affected.
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Workspace admins can manage the full template library from Workspace Settings > Automation Templates, including:
- Reordering templates
- Editing template descriptions
- Removing templates that are no longer relevant
Ilgili sayfalar
- Automations Overview — Introduction to the automation system
- Automation Rules — Create and configure custom rules
- Execution History — Monitor rule execution and debug failures
- Workflows — Multi-step processes with approval gates