Sayr
Tasks

Issue Templates

Pre-fill task fields with templates to standardize how your team and community submits issues

Issue templates let you define pre-configured task forms that pre-fill fields like the title prefix, description, labels, category, priority, and assignees. Templates reduce friction for both internal members and public users submitting feedback.

Creating Templates

  1. Navigate to Settings > Templates in your organization
  2. Click New Template
  3. Fill in the template fields
  4. Click Save

Permissions

Only organization administrators can create, edit, or delete templates.

Plan Limits

On Sayr Cloud, the free plan allows up to 3 templates per organization. The Pro plan supports unlimited templates. Self-hosted editions have no template limits.

Template Fields

FieldDescription
NameThe template's display name shown in the template picker (e.g., Bug Report, Feature Request)
Title PrefixText automatically prepended to the task title (e.g., [Bug], [Feature])
DescriptionPre-filled rich-text content that guides the submitter on what to include
Default StatusThe status a task created from this template starts at
Default PriorityThe priority automatically applied
Default CategoryThe category the task is filed under
Default ReleaseThe release the task is assigned to
LabelsOne or more labels automatically added to the task
AssigneesTeam members automatically assigned to the task
VisibilityDefault visibility for tasks created from this template

None of these fields are locked — submitters can change any pre-filled value before creating the task.

Using Templates

For Organization Members

When creating a new task, click the dropdown arrow next to the New Task button to see available templates. Selecting a template pre-fills the task form with the template's defaults.

For Public Submissions

On your organization's public board ({your-org}.sayr.io), signed-in visitors who submit tasks are presented with the list of templates. If the visitor clicks a template, the create form is pre-filled. They can also choose a blank form.

This is particularly useful for community-facing boards where you want submissions to follow a consistent format (e.g., all bug reports include steps to reproduce, or all feature requests explain the use case).

Example Template: Bug Report

A Bug Report template might look like this:

FieldValue
NameBug Report
Title Prefix[Bug]
Description(pre-filled with a markdown prompt)
Default PriorityHigh
Default CategoryBug Reports
Labelsbug

The description might include a structured prompt:

**Steps to reproduce:**
1. 
2. 

**Expected behavior:**

**Actual behavior:**

**Environment:**
- Browser / OS:
- Version:

Example Template: Feature Request

FieldValue
NameFeature Request
Title Prefix[Feature]
Default PriorityMedium
Default CategoryFeature Requests
Labelsfeature

Managing Templates

Editing a Template

  1. Go to Settings > Templates
  2. Click the menu icon next to the template
  3. Select Edit, make changes, and save

Editing a template only affects new tasks created from it. Existing tasks are not updated.

Deleting a Template

  1. Go to Settings > Templates
  2. Click the menu icon next to the template
  3. Select Delete and confirm

Deleting a template does not affect tasks that were already created from it.

Best Practices

Use Templates to Guide Public Submissions

If your public board receives feature requests or bug reports, templates are one of the most effective ways to get useful, structured submissions. A good bug report template prompts for reproduction steps, expected behavior, and environment info. Without it, you'll receive vague reports that need follow-up.

Keep the Template List Short

Too many templates can overwhelm submitters. Aim for 3–5 templates covering the most common task types. A clean set of options (e.g., Bug Report, Feature Request, Question) gets better engagement than a long list.

Use Title Prefixes for Easy Scanning

A consistent prefix like [Bug] or [Feature] lets you scan the task list without opening every task. It also helps with filtering if you haven't set up labels yet.

Pre-assign to the Right Team

If certain task types should always go to a specific team member (e.g., all design requests go to the design team), use the Assignees field in the template to route them automatically.

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