How can I assign a Smart Checklist template to existing Stories in Jira?

Hello Gor

Thank you for the information. But this is not using Smart Checklist. This is just the default Checklist tool in JIra.

Regards

Tyler

Hi @Tyler Watts

Sorry, I misunderstood your original question and assumed you were referring to the Smart Checklist app.

For Jira's native Action Items/checklist, there isn't currently a native reusable checklist template feature that you can select and bulk-apply to existing Stories.

If you need to apply the same native Action Items to many existing work items, you'll need to build them into a rich-text field (such as the Description) through Automation, or use an app that provides templates/automation for native Action Items.

Hello @Gor Greyan 

I AM referring to Smart Checklist app, I am sorry for the confusion. In understand your description is not for Smart Checklist.

But the instructions only tell how to set up an automation. I want to manually assign the Smart Checklist to existing Stories please, Can you advise how to do that?

Thank you

Hi @Tyler Watts

If you are using the following app:



Then there is an Automation action in Jira Automation: Import Checklist Template, via which you can import to you needed Stories, via the Scheduled Automation.
My provided documentation is



Create Automation:

Trigger -- Scheduled trigger with JQL

Action --  Import Checklist Template

Let me know if you have any questions.


Regards,
Gor

Hello @Gor Greyan 

Thank you for your help. Yes that is the application, I can schedule the action, but there is no action happening on the existing target Stories, I want to trigger it manually. If I schedule a trigger must I set it to run every day or something? Then cancel the automation once it has run once?

And did I understand this is an automation set in the Smart Checklist App, not Jira automation right? So how do I then delete that?

Sincerely,
Tyler

Hi @Tyler Watts

Yes, exactly,  this is a Jira Automation rule. Smart Checklist adds the Import Checklist Template action to Jira Automation.

If you only need to apply it once to the existing Stories, you don't need to keep a recurring schedule. You can create a Scheduled trigger with JQL, configure it to run against the required existing Stories, run the rule once, verify the results, and then disable/delete the rule.

Alternatively, if you want to select individual Stories and run it yourself, use a Manual trigger instead of Scheduled. The same Import Checklist Template action can then be used.

So:
Jira Automation -->Trigger (Manual or Scheduled + JQL) --> Import Checklist Template

Regards
Gor

Thank you @Gor Greyan 

I get that but not how to do it. I will ask my Scrum Master but we tried to do exactly this and didn't succeed.

Hey @Tyler Watts

Here is the step-by-step setup I’d use for a one-time bulk import of an existing Smart Checklist template into existing Stories.
Go to Project settings --> Automation --> Create rule.
Choose Scheduled as the trigger.
Enable the option to run a JQL search and execute actions for each matching work item. Add JQL for only the Stories you want to update, example

project = XXX AND issuetype = Story

I strongly recommend testing first with only one Story, like thie - key = XXX-123

Add an action and search for Import Checklist Template.
This action is provided by Smart Checklist inside Jira Automation.
Click Connect if prompted.
Enter the Template ID of the Smart Checklist template you want to import. Save and enable the rule.
Let it run once, check the result, then disable or delete the rule if this is only a one-time migration.

You can find the Template ID by opening the Smart Checklist template; the ID is displayed next to the template name. Railsware documents the Automation action here: