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Viktoriia Golovtseva

Published December 3, 2024

Task Template: The Secret to Streamlining Work in Jira

Atlassian, Jira IT/Engineering Smart Checklist Templates

Managing tasks in software development can often feel like juggling too many priorities at once. Without a clear structure, even simple tasks can slip through the cracks, leading to delays and inefficiencies. This is where task templates in Jira come in

In this article, we’ll explore the benefits of using task templates and share an adaptable template for any project.

What is a Task Template?

In software development, a task represents a specific piece of work necessary to achieve a broader goal. Tasks are often broken down from larger units like stories or epics into manageable actions that can be completed by individual team members. They’re a cornerstone of Agile methodologies, helping teams divide and conquer their workload effectively.

A task template is a pre-structured format for defining and managing these tasks. It includes standard fields such as the task summary, description, priority, assignee, and additional details like dependencies or attachments. By using a template, teams ensure all tasks follow a consistent format, making it easier to track progress and collaborate.

For more details on creating various issue templates in Jira, check out this guide.

Why Use Task Templates in Jira?

Consistency and Clarity

Templates ensure tasks are documented in a standardized way, reducing misunderstandings and keeping your team aligned.

Save Time

With pre-filled fields and reusable formats, task templates eliminate the need to start from scratch every time, speeding up task creation.

Simplify Collaboration

By providing all necessary details upfront, templates allow any team member to take over a task without requiring extra clarification.

Generalized Jira Task Template

Here’s an adaptable task template for software development teams. You can customize it to fit your specific needs:

## Task Summary

– Briefly describe the task (e.g., “Develop user authentication API”).  

## Details

– **Objective:** Outline what this task aims to achieve.  

– **Specifications:** Include technical details like tools, frameworks, or methods to use.  

– **Steps:** Provide a step-by-step breakdown, if applicable.  

## Associated Story/Epic

– Link or reference to a related story/epic: [JIRA-XXXX].  

## Acceptance Criteria

– [Condition 1: Task is complete when X is achieved.]  

– [Condition 2: Validated by Y.]  

## Dependencies

– Prerequisites or required tasks: [JIRA-XXXX].  

## Attachments

– Upload any relevant resources, mockups, or documentation.  

## Estimated Time

– Provide an estimate (e.g., 2 hours or 0.5 days).  

## Notes/Additional Information

– Add extra context or instructions here.

Let’s see the practical example on how this template can be customized for specific development use case

Example: Task Template for Development

Task Summary: Develop a secure authentication system for the web app.

Details:

Objective: Allow users to log in using email and password.

Specifications:

– Language: Python

– Framework: Django

– Authentication Type: OAuth 2.0

Steps:

– Create database schema for users.

– Develop login endpoint.

– Write unit tests for authentication logic.

Associated Story/Epic: [JIRA-1234] – User Authentication

Acceptance Criteria:

– Users can log in with valid credentials.

– Invalid login attempts return a 401 error.

Dependencies:

– Database schema setup ([JIRA-1220]).

– Staging environment availability.

Attachments: API documentation (link to Confluence).

Estimated Time: 6 hours.

Notes: Coordinate with the QA team for integration testin

With Smart Checklists by TitanApps, you can transform any task into a reusable template. For recurring workflows, use Smart Checklists to break tasks into actionable steps. 

Copy and paste the checklist into your Jira task during creation or add to the specific Jira task as a Smart checklist, then save this checklist as a template for future use. 

Conclusion

Task templates in Jira streamline the process of creating, managing, and completing tasks, improving efficiency and collaboration across teams. By combining these templates with tools like Smart Checklists from TitanApps, you can tackle recurring tasks with ease.

Viktoriia Golovtseva
Article by Viktoriia Golovtseva
Content Writer at TitanApps. Experienced Content Writer & Marketer, passionate about crafting strategic content that drives results and exploring the intersections of content and product marketing to create impactful campaigns. Dedicated to helping companies achieve their marketing goals through engaging storytelling and data-driven optimization.