To Work with Templates

Link issue templates to each other or change the template issue type.

Link One Issue Template to Another

When you link issue templates, an issue created in one template is automatically created in the other. Linking issue templates is useful for creating a set of related issues from a main issue and for assigning issue components to various responsible companies.

1. Click Profile menu > Project Admin.
2. Click Issues > Templates tab and select a template.
3. Click Add Links and select another template.
4. Click Add Links again.

Change the Template Issue Type

1. Click Profile menu > Project Admin.
2. Click Checklists .
3. Click the tab of the checklist: QA/QC, Safety, or Commissioning.
4. Select the checklist on the left and click Edit above the list.
5. Choose a value from the Issue Type drop-down menu and click Save Changes.