Customize Columns in Templates Grid
As with other grids in the system, you can customize the columns that display.
Who Customizes Columns in Templates Grid
Product Owners configure template grid columns to display priority, category, and status fields that support quick template selection during backlog planning.
Team Members customize columns to show technical fields relevant to their work, such as complexity estimates, template types, and last modified dates.
Administrators establish standard column configurations for teams, ensuring consistent template views across projects and making key template attributes visible to all users.
Permission Requirement
To customize template grid columns: Members need Edit access to the project.
To view customized columns: Members need Read access to see the template grid with your configured column settings.
Steps
-
Click the hamburger menu
> Product > Templates. -
Click the wrench icon
to the right of either the Backlog Item Templates or Defect Templates section to open the drop-down menu. Select Customize. The Customize Columns window opens, showing you a list of available column types from which to choose. -
- In the Display column, click the checkboxes for each of the column types you want to display in the Templates grid.
- Click the Edit checkboxes for each column you want to be editable.
-
Click Save. The Templates grid displays with your updated columns.
Troubleshooting
Why can't I customize the template grid columns?
Customizing grid columns requires Edit access to the project. If the Customize option is not available in the wrench icon menu, verify your permissions with your project administrator.
Do my column customizations affect other users?
Column customizations are user-specific. Your configured columns only affect your view of the templates grid. Other team members see their own column configurations or the default view.
Why don't some fields appear in the available columns list?
The available columns depend on your template type (backlog item, defect, or request) and your project's custom field configuration. Some fields may only be available for specific template types or may require administrator configuration to appear as column options.