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
After setting up the chart (by selecting the chart type, dimensions, X&Y fields, and calculations type), locate the Save Template button at the top of the interface, right next to the "Templates" dropdown.
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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:
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Selecting a Template: Click on a folder, such as "Time Reportstracking," to view the templates stored within it. In this example, the "Total Sum of Time Spent By StatusVs Original estimate by Project" 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 to 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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If you wish to create a similar chart but with minor adjustments, you can duplicate the current template.
Click the Copy Template button to create a copy of the template.
The duplicated template will appear in your list of templates, allowing you to modify it without affecting the original.
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Edit Template
Edit a Template:
Make the necessary changes in the editor and save your modifications by clicking the Save button.
The updated template will immediately replace the previous version in the template list.
Delete Template
Remove a Template:
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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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Selecting Your Template Category:
All: The All category displays a comprehensive list of all available templates, including Addon Templates, My Templates, Shared Templates, and Default Templates.
Addon Templates: This category combines both My Templates and Shared Templates into one view, giving you a comprehensive list of all templates available to you, whether created by you or shared by others.
My Templates: Select this option to access all templates you have personally saved. You can edit, copy, or delete them.
Shared Templates: Any templates shared within your Jira environment can be accessed from the Shared Templates section. These templates can be copied or used, but modifications must be saved as new copies.
Addon Templates: This category combines both My Templates and Shared Templates into one view, giving you a comprehensive list of all templates available to you, whether created by you or shared by others.
Default Templates: Predefined templates available for standard usage. These templates follow the same behavior as shared templates but cannot be deleted.
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