Specifying your Project Templates

About the 'Scrum' Template

When you set a project to use the 'Scrum' template, GreenHopper will:

• Use the following JIRA custom fields (which were created when you installed GreenHopper — see GreenHopper Custom Fields and Database Changes):
  
  • 'Flagged' — this field is of type 'Multi Checkboxes' and is available to all issue types. (See also Setting up a Flagging Field)
  • 'Rank' — this field is of type 'Global Rank' and is available to all issue types. (See also Setting up a Ranking Field)
  • 'Story Points' — this field is of type 'Number Field' and is available to issue types 'Story' and 'Epic'.
  • 'Business Value' — this field is of type 'Number Field' and is available to issue types 'Story' and 'Epic'.
• Use the following three JIRA issue types (which were created, and associated with the Default Issue Type Scheme, when you installed GreenHopper):
  
  • 'Epic' (See also Setting Up Epics for your Project)
  • 'Story'
  • 'Technical Task'
• Configure the card styles (colours, fields, etc).

A JIRA Administrator has the flexibility to modify the 'GreenHopper Scrum Issue Type Scheme' to meet their requirements for the 'Scrum' template. Should the 'GreenHopper Scrum Issue Type Scheme' be deleted it will be recreated automatically.

About Custom Templates

GreenHopper's custom templates feature allows you to define a set of project template settings under its own name, which are completely independent of the 'Scrum' and 'Default' project templates.

Modifying a Template

(This applies to both built-in templates and custom templates.)

To configure a project template,

1. Log in as a user with the 'JIRA Administrators' global permission.
2. Click the 'Administration' link on the top bar.
3. Select 'Plugins' > 'GreenHopper' > 'Project Templates'.
4. Select the template you wish to configure: 'Default', 'Scrum' or a custom template. For more information on creating and editing custom templates, refer to the Custom Templates section below.
5. The following settings will be available for you to configure:
   • Ranking Fields — see the equivalent project-specific documentation on Configuring a Ranking Field
   • Flagging Fields — see the equivalent project-specific documentation on Configuring a Flagging Field
   • Card Styles — see the equivalent project-specific documentation on Configuring your Card Styles
   • Task Board Mapping — see the equivalent project-specific documentation on Configuring your Task Board Settings

Screenshot: GreenHopper 'Default' Project Template

Screenshot: GreenHopper 'Scrum' Project Template

Managing Custom Templates

Creating a Custom Template

When you can create your own custom template, its initial settings will be based on an unmodified version of the 'Default' template.

To create your own custom template,

1. On GreenHopper's 'Project Templates' page (which can be accessed by selecting 'Project Templates' from the JIRA administration menu), click the 'Create a new template' link next to the top drop down menu.
2. The 'New Template' dialog box opens, requesting you to enter a name for the new template.
   Screenshot: The 'New Template' Dialog Box
   
   
3. Enter a name for the new template in the 'Name' field and click the 'Create' button. A new custom template is created with the name you just specified.
4. Since all custom templates' initial settings of are based on an unmodified version of the 'Default' template, you may wish customise your template's remaining settings. Refer to step 5 of the 'Modifying a Template' procedure above for further information.

Changing the Name of a Custom Template

To change the name of a custom template,

1. On GreenHopper's 'Project Templates' page (accessible by choosing 'Project Templates' from the JIRA administration menu), select the required custom template from the top drop down menu.
   Typically, these are any templates other than the 'Default' or 'Scrum' templates.
2. Click the 'Edit' link next to this drop down menu.
3. In the 'New Template' dialog box, change the name of the custom template to your requirements and click the 'Update' button.
4. The name of the template will be updated.
   If you also wish to customise the template's remaining settings at this point, refer to step 5 of the 'Modifying a Template' procedure above for further information.

Removing a Custom Template

To remove a custom template,

1. On GreenHopper's 'Project Templates' page (accessible by choosing 'Project Templates' from the JIRA administration menu), select the required custom template from the top drop down menu.
   Typically, these are any templates other than the 'Default' or 'Scrum' templates.
2. Click the 'Remove' link next to this drop down menu and the custom template is removed.

Setting a Project to use a Template

To specify which template a project will use, please see Configuring your General Project Settings.