Work Item Templates

When your team creates the same kinds of work items repeatedly — bug reports, feature requests, onboarding checklists, release tasks — templates eliminate the repetitive setup. A template defines a reusable pattern of fields (title, description, priority, labels, assignees, and more) that can be applied when creating a new work item, giving you a consistent starting point every time.

Create a template from an existing work item

The fastest way to build a template is to base it on a work item that already has the structure you want:

1. Open the work item you want to use as a base.
2. Click the three-dot menu in the work item header.
3. Select Save as Template.
4. A dialog opens showing the fields that will be included in the template.
5. Give the template a name (e.g., "Bug Report", "Feature Request").
6. Optionally add a description for the template to help teammates understand when to use it.
7. Review the pre-filled fields and remove any that should not be part of the template.
8. Click Save Template.

The template is saved at the project level and available to all project members.

Create a template from scratch

To build a template without starting from an existing item:

1. Navigate to the project where you want the template.
2. Open Project Settings from the project sidebar.
3. Go to the Templates section.
4. Click Create Template.
5. Fill in the template fields:

Field	Description
Template name	A descriptive name shown when selecting templates (required)
Template description	Explains when and why to use this template
Title pattern	Default title for items created from this template. Can include placeholders.
Description	Rich text content that populates the work item description
Default state	The workflow state new items start in
Default priority	Priority level applied to new items
Default labels	Labels automatically added to new items
Default assignees	Members auto-assigned to new items
Default estimate	Effort estimate pre-filled on new items
Default due date offset	Number of days from creation to set as the due date

6. Click Save Template.

Title patterns

Templates support dynamic title patterns with placeholders:

Placeholder	Replaced with	Example
{date}	Current date in YYYY-MM-DD format	Weekly Review - {date} becomes Weekly Review - 2026-04-01
{project}	Project name	[{project}] Bug Report becomes [Web App] Bug Report
{user}	Name of the creating member	Onboarding: {user} becomes Onboarding: Alice Chen

If no placeholder is used, the title is copied exactly as written in the template.

Use a template when creating a work item

1. Open the work item creation form (click Create Work Item or press C).
2. Click the Template dropdown at the top of the form.
3. Select a template from the list.
4. The form fields are populated with the template's defaults.
5. Modify any fields as needed for this specific item.
6. Click Create Work Item.

TIP

Applying a template does not lock any fields. Every value can be changed before creation. The template is a starting point, not a constraint.

Template selection in quick add

When using the quick-add flow (pressing C in the list view), you can also apply a template:

1. Press C to open quick add.
2. Click the template icon in the quick-add bar.
3. Select a template.
4. The title is pre-filled (you can edit it inline).
5. Press Enter to create.

Other fields from the template (description, priority, labels, etc.) are applied automatically.

What a template includes

Templates can contain any combination of the following fields:

Field	Included	Behavior when applied
Title pattern	Optional	Pre-fills the title field
Description	Optional	Pre-fills the description editor with formatted content
State	Optional	Sets the initial state (overrides project default)
Priority	Optional	Sets the priority level
Labels	Optional	Adds the specified labels
Assignees	Optional	Assigns the specified members
Estimate	Optional	Pre-fills the estimate value
Due date offset	Optional	Calculates due date as creation date + offset days
Module	Optional	Associates the new item with a module

Templates do not include:

• Specific cycle assignment (cycles are time-bound and change frequently)
• Attachments (files are not stored in templates)
• Relations (these are specific to individual items)
• Comments (templates are for initial creation state only)

Manage templates

View all templates

1. Open Project Settings from the project sidebar.
2. Navigate to the Templates section.
3. All templates for the current project are listed with their name, description, and creation date.

Edit a template

1. In the Templates list, click on the template you want to modify.
2. Update any fields.
3. Click Save.

Changes to a template do not affect work items that were already created from it. Only future uses of the template will reflect the updates.

Duplicate a template

To create a variation of an existing template:

1. In the Templates list, click the three-dot menu next to the template.
2. Select Duplicate.
3. A copy of the template is created with "Copy of" prepended to the name.
4. Edit the copy to make your changes.

Delete a template

1. In the Templates list, click the three-dot menu next to the template.
2. Select Delete.
3. Confirm the deletion.

Deleting a template does not affect work items previously created from it.

WARNING

Template deletion is permanent. If a template is widely used by the team, consider renaming it or adding a note to its description rather than deleting it.

Template gallery

SetGet provides a gallery of built-in templates to help teams get started quickly. The gallery includes common patterns for software development, design, operations, and general project management.

To browse the gallery:

1. Open Project Settings and go to the Templates section.
2. Click Browse Gallery.
3. Preview any template by clicking on it.
4. Click Use Template to add it to your project.

Built-in gallery templates can be customized after adding them to your project. They behave exactly like templates you create from scratch.

Category	Example templates
Engineering	Bug Report, Feature Request, Technical Debt, Spike/Research
Design	Design Review, Usability Test, Design System Update
Operations	Incident Report, Runbook Task, Infrastructure Change
General	Meeting Follow-up, Decision Record, Onboarding Checklist

Template permissions

Role	Can create templates	Can edit templates	Can delete templates	Can use templates
Admin	Yes	Yes	Yes	Yes
Member	Yes	Own templates only	Own templates only	Yes
Viewer	No	No	No	Yes (when creating items)

Best practices

• Create templates for your top three item types — Most teams have a small set of work item patterns (bug, feature, task). Start with templates for those.
• Write thorough description templates — Include section headers, checklists, and placeholder text in the description. This guides the creator to fill in the right information.
• Use labels in templates — Automatically labeling items by type (e.g., "bug", "feature") ensures consistent categorization without relying on the creator to remember.
• Assign default owners thoughtfully — Only set default assignees when there is a clear owner for that type of work. Otherwise, leave the assignee empty.
• Review templates quarterly — As your workflow evolves, update templates to match. Remove templates no one uses and add new ones as patterns emerge.
• Use title patterns for recurring items — Combine templates with Recurring Work Items for fully automated, consistently structured task creation.

Related pages

• Work Item Overview — Create, track, and manage work items
• Recurring Work Items — Automate repeating tasks
• Draft Work Items — Save incomplete items for later
• Create via URL — Pre-fill fields with URL parameters
• Work Item Properties — Complete property reference
• Labels — Categorize items with labels