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 tracking," to view the templates stored within it. In this example, the "Sum of Time Spent Vs 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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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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