Templates

Applying a template

Dry-run a draft with Try it, then walk the four-step apply flow — choose a location and template, fill in variables, review an exact server-side preview, and create the work.

Applying a template creates real work in your map. Before it does, DevStride shows you a preview that is exactly what will be created — and creates nothing until you confirm.

Try it first

While you're still building, Try it in the builder resolves your current draft, unsaved edits included, without creating anything. It shows the filled values, the resolved tree, blocking problems, and non-blocking warnings.

Use it constantly. It's the cheapest way to confirm a token resolves the way you expect or that your date offsets produce the schedule you had in mind.

Try it works on the draft. The Preview step in the apply flow works on the saved template against a real target — which is why the builder asks you to save before previewing.

Starting an apply

From anywhere:

  • Templates page → the Apply action on a row.
  • Right-click a workstream or item on the map → Apply Template…
  • The builder footer → Apply Template…

The four steps

The dialog runs Template → Variables → Preview → Apply, with the target location shown across the top throughout. You can change the location while you're on step 1.

1. Template

Pick where it goes and what to apply. The picker shows only templates that fit the chosen location, with a tally at the bottom — "N of M templates can be applied here." Tick Show templates that don't fit here to see the rest along with the reason each one is blocked.

Each row shows the template's name, audience, what it starts with, how many variables it asks for, and its health.

2. Variables

Answer whatever the template asks. Required answers must be filled before you can continue, and values are validated as you go — a Custom field variable is checked against the real field's rules here, not at the end.

A template with no variables skips this step entirely.

3. Preview

This is exactly what will be created. Nothing exists yet.

This is a genuine server-side dry run. DevStride resolves the saved template against the real target and re-checks everything the apply itself would check — your access to the template, your access to the target, placement legality, validation, and resolution. It uses the same plan-building code the apply job uses, so what you see is what you get.

You get a count of items to be created, the date they're anchored to, which board each cycle placement resolved to, any errors, any warnings, and the full indented tree with type, title, dates, board, and assignee.

If there are errors, the apply button stays disabled. Fix the template and come back.

4. Apply

Work is created and progress is reported per node.

Where a template can go

Placement depends on what the template starts with:

Template starts withCan be applied to
A workstreamWorkstreams only
A top-level work type (one with no parent type, e.g. an Epic)Workstreams only
Any other work typeWorkstreams, and items of its parent type

So a template rooted at a Feature can go into any workstream, or under an Epic — but not under a Story. The Applies to chips on the template tell you this up front.

When a target doesn't fit, the picker says why, naming the target's type. If you haven't chosen a location yet, rows read Choose a location first.

Applying also requires CREATE_ITEMS_AND_WORKSTREAMS, plus permission to create in that specific location — the dialog tells you which is missing.

What happens during an apply

An apply runs as a background job, so a large template doesn't hold your browser hostage. You can press Run in background and carry on working; you'll be notified when it finishes.

Node by node, you'll see created, failed, or skipped.

When it's done, Go to created work takes you straight to the first created root in the map.

After the fan-out, aggregations on the target are recalculated so rollups reflect the new work.

A broken template can't be applied

If a template references something that no longer exists, it can't be applied — and DevStride blocks it in the picker, giving the reason and telling you to ask the owner or an admin to fix it. See Template health.