Adding a checklist using automation

[shanag]

I created an automation rule to create a few tasks based on a schedule.  I am needing to add a smart checklist to a couple of those tasks after they are created.  The tasks are being created as expected but the checklist is not being added. 

[Matheus Souza Alves_TitanApps_ · Accepted solution]

Hi @shanag

Thanks for reaching out to our support, the template id shouldn't have the <> symbol around it -> {{project.properties."com.railsware.SmartChecklist.templateId.124881"}}

Let us know if that works for you!

Regards,

[shanag]

That worked.  Thank you!

[Mariia Novhorodtseva _ Tick - The Ultimate Checklist for Jira]

Hi @shanag 

In our team we build Tick (I’m part of the team) — a Jira checklist app that lets you:

• Add a pre-built checklist template to a new issue automatically via Automation
• Assign checklist items, set due dates, and descriptions
• Use templates for recurring tasks so you don’t need to recreate them manually

In Automation, you can set it up so that when an issue is created, Tick automatically adds the right checklist (and even pre-assigns tasks to specific people). This removes the need to manually insert them afterwards.

If you’d like, I can share a short step-by-step.

Hope this helps!

[Bill Sheboy]

Hi @shanag -- Welcome to the Atlassian Community!

You appear to be using a marketplace app for the checklists, Smart Checklist.  If so, please review their documentation on using the app with automation rules:

https://railsware.atlassian.net/wiki/spaces/CHK/pages/305528896/Automation+for+Jira

And if it is not working as expected with the documentation, please contact their support team:

https://marketplace.atlassian.com/apps/1215277/smart-checklist-for-jira-free?hosting=cloud&tab=support

Kind regards,
Bill