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Creating/Generating a New Defect from a Template

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This feature is available in Enterprise and Ultimate editions.

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Overview

There are two ways to generate a new defect from a template.

When you create a defect from a template, the item inherits all the details from the template, including title.

Option 1: From the Sidebar

  1. Click on the plus icon in the sidebar.

  2. Select the type of asset you want to add.

  3. Enter the asset details, and then click Save.

The Asset Tray was replaced by a static Sidebar in the Summer 2017 (17.2) release. Prior releases still display the Asset Tray.

Option 2: From the Templates Grid

  1. From the main menu, select Product > Input > Templates.

  2. In the Defect Details section, select a template, and then click Generate Defect. When the defect details page opens, all of the defect information will be the same except for the defect ID.

  3. Edit the new defect as necessary. The new defect will display in the project's backlog.