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Adding a Checklist Template within the "Edit Issue" action of an Automation

Michael Landry
Contributor
March 17, 2025

Is it possible to add a checklist template into the "Edit Issue" action in an automation (a dropdown)? Presently, I see the checklist text selection, but this would require me to manually update the automation any time the checklist is updated with the checklist copy.

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0 votes
Team Appbox
March 22, 2025

Hello Michael, 

If you are using to a checklist plugin, most offer a checklist template assignment functionality (or similar) where you specify a template to be used for a specific set of issues or using a JQL condition. 

With this approach, if you have to make changes to the checklist template, you only need to do it at one place.

Let me know if you need more information, happy to help!

Thanks.

0 votes
Ana Vitória Selista
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March 17, 2025

Hi Michael,

Are you referring to a checklist plugin functionality? Could you provide some images for clarity?

Thanks.

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