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How to automate a Task > Subtask > Checklist flow

Gabriel Carrillo
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October 15, 2025

I'm trying to create an automation (pictured below) that, when triggered, creates a task with a set of subtasks, and each subtask has a set of checklist items.

In the automation settings, I use the "Checklist Text" item when creating the subtask (pictured below), but I keep receiving errors when I run tests.

How do I accomplish this?

Screenshot 2025-10-15 083707.pngScreenshot 2025-10-15 083746.png

1 answer

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John Funk
Community Champion
October 15, 2025

Hi Gabriel - Welcome to the Atlassian Community!

Make sure the Category and Checklist text fields are on the Create screen used by the project and work type combo (if you have multiple screens on the project). 

Gabriel Carrillo
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
October 15, 2025

Hey John, can you explain some more please? I'm not sure what you mean here. What is the "Create screen"?

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