Issue templates and recurring issues

Some issues get filed again and again: a bug report with the same details, a release checklist, a weekly status report for a client. Templates fill them in for you, sub-tasks included. Recurring issues go further and file one from a template on a schedule.

Both live in Settings › Templates. Owners, admins and managers make and change them; everyone else can use the templates.

Make a template

1. Open Settings › Templates and choose New template.
2. Give it a Template name, such as Release checklist. People pick it by this name.
3. Under Used in, keep All projects or pick the one project it's for.
4. Fill in what the issue should start with. Everything is optional:
   • Issue title. Use {date}, {week} or {month} to fill in the day the issue is made: Release sign-off {date} becomes Release sign-off 29 Oct 2026. {week} becomes Week 44, and {month} becomes October 2026.
   • Description, Type, Priority, Assignee and Team.
   • Due after (days): the due date is set this many days after the issue is made.
   • Story points and Labels.
   • For bugs and incidents: Severity, Environment and Steps to reproduce.
   • Custom fields your workspace has.
5. Under Sub-tasks, type each one and press Enter. Up to 30, created under the issue in this order. Sub-tasks can go under a story, task or epic, not a bug.
6. Save it.

Making a template

The list shows each template's type, which projects it's for, how many sub-tasks it has and whether it repeats. Edit changes it; issues already made from it stay as they are. Remove deletes it; if a recurring issue still uses it, remove that first.

Templates in settings

Use a template

1. Create an issue as usual (press C, or choose Create issue).
2. Pick the template in the Template menu at the top of the window. The title, description and fields fill in, and any you change are yours.
3. Sub-tasks are listed under Also creates N sub-tasks. Choose × next to any you don't need this time.
4. Choose Create issue. The message says how many sub-tasks came with it, such as Created SBM-70 with 3 sub-tasks.

Creating an issue from a template

The menu shows templates for all projects and the ones for the project you're in.

Recurring issues

A recurring issue files a new issue from a template on a schedule, such as a weekly client status report or a month-end invoice check.

1. In Settings › Templates, under Recurring issues, choose New recurring issue. Make the template first.
2. Pick the Template and the Project the issues go into.
3. Set the schedule:
   • Repeats: Daily, Weekly or Monthly.
   • Every: 1 to 12 days, weeks or months. For example, every 2 weeks.
   • On: for weekly, the days of the week. For monthly, the day of the month. Pick Last day of the month for month-end work; shorter months use their last day.
   • At: the hour, in the workspace time zone.
   • Starting: the first day. Leave it empty to start today.
4. Tick the options you want:
   • Add it to the active sprint. Otherwise it goes to the backlog.
   • Skip a run while the last one is still open, so unfinished copies don't pile up.
5. Check the line at the bottom, which shows the schedule in words and the next three dates, then choose Start repeating.

Setting up a recurring issue

Each recurring issue shows its schedule, when it runs next and the last issue it made, with a link.

Recurring issues in settings

• Create one now files an issue straight away. The schedule doesn't change.
• Pause stops it until you choose Resume.
• Edit changes the template, project, schedule or options.
• Remove stops it for good. Issues it already made stay.

Good to know:

• Runs that were missed, for example while it was paused, aren't made up later.
• If the assignee has left the workspace or a label was deleted, the issue is still made, without them.
• When a run is skipped because the last issue is still open, the list says so.
• If the person who set it up can no longer create issues (for example, they left or became a viewer), it pauses and says why. Whoever edits and saves it takes it over, and it starts again.
• Making and changing templates and recurring issues is recorded in Settings › Audit log.