Once you've configured your chart, you can save the configuration as a template for future use. This allows you to easily recreate similar charts without needing to reconfigure the settings each time. Follow these steps to save a chart as a template:
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I.Building a template
1.Navigate to Save Template
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Your template will now be saved and can be accessed from the "Templates" dropdown for future use.
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After creating a template in Chart Factory, you can find and manage your templates in the Template Picker section. This section is divided into three main categories for easy access:
My Templates: This section displays the templates that you have personally created or customized. You can view the details and manage each template directly from here.
Shared Templates: These are templates that have been shared with you by other users or teams. This allows for better collaboration and consistency in reporting.
Default Templates: This section includes pre-built templates that come with the plugin to help you get started quickly. These templates cover common use cases, such as time tracking and issue reporting.
Simply navigate through each section to find the template that suits your needs.
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II.MANAGING EXSTING TEMPLATES
1.Managing My Templates
Once you've created a template in Chart Factory for Jira, you have several management options when saving it. These actions resetting, copying, or deleting a template allow you to maintain flexibility while working with pre-existing chart templates. Below are the steps to manage a template:
Applying a Saved Template:
Managing Templates in Folders
When viewing or managing your templates in the My Templates section, you can organize and navigate your templates within folders. Here, you can see how to access templates under a specific category or folder.
Selecting a Template: Click on a folder, such as "Time Reports," to view the templates stored within it. In this example, the "Total Time Spent By Status" bar chart template is displayed.
Template Actions: You can perform actions on individual templates or groups of templates, such as:
Moving templates between folders using the Move option.
Deleting templates using the Delete option.
Applying selected templates by clicking Apply.
Searching for Templates: Use the search bar at the top to quickly locate templates by name within your folder.
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By managing templates in folders, you can keep your work organized and quickly access what you need.
Load a Template
Go to the Templates dropdown menu and select a pre-existing template created by the user.
The chart configuration will automatically be populated with the settings from the chosen template.
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In Chart Factory for Jira, you also have the option to use templates that have been shared with you by other users. While working with Shared Templates, the actions you can take are similar to those available with My Templates, with some differences: you cannot save changes directly to a shared template. Instead, you can only save a copy of the template , and shared templates cannot be deleted.
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3.Managing Default Templates
In addition to my templates and shared templates, Chart Factory for Jira provides a set of Default Templates that serve as predefined templates for common use cases. These templates behave in the same way as Shared Templates.
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III.ACCESSING TEMPLATES VIA THE NAVIGATION ICON
In addition to managing templates through the main chart configuration panel, Chart Factory for Jira offers a convenient way to access and manage your templates directly from the navigation bar. This is particularly useful when you want quick access to your saved templates.
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