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Creating/Generating a New Story from a Template

This feature is available in Enterprise and Ultimate editions.

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Overview

There are two ways to generate a new story/backlog item from a reusable story template.

When you create a story from a template, the item inherits all the details from the template, including title and associated tasks and/or tests.

Option 1: From the Sidebar

  1. Click on the plus icon in the sidebar, and then click Add New.
  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 Story Details section, select a template, and then click Generate Story. When the story details page opens, all of the story information will be the same except the story ID.

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

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