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Checklist template load automation

Sona Evanesyan_cysn2n

HI community,

I use Checklist add-on free version ,
I have created a checklist template and want to automatically load that checklist template while creating a new issue in that project ? How to do it ? Cannot find the right action that need to chose after issue creation.

Thanks in advance

Accepted answers

Jack Hunter _HeroCoders_

HI @Sona Evanesyan,

If you use Issue Checklist Free then you can make the template default for a project and issue type. After that, all newly created issues will get the checklist automatically. Here is the guide: https://herocoders.atlassian.net/wiki/spaces/IC/pages/776896599/Setting+a+template+as+default+checklist

Also, if you clone the issue that has the checklist in it, the checklist gets cloned as well.

Let us know if you have more detailed questions.

Cheers,
Jack

All comments

Jack Brickey

Can you please provide the precise add-on that you were using such as the link to the marketplace app?

Danno

I'm guessing you picked

Issue Checklist for Jira. Free

by HeroCoders

It appears they allow you to save a template to reuse but I would think you could just clone the issue with the appropriate checklist to reuse.

Jack Hunter _HeroCoders_

HI @Sona Evanesyan,

Also, if you clone the issue that has the checklist in it, the checklist gets cloned as well.

Let us know if you have more detailed questions.

Cheers,
Jack

Olena Brazhko_TitanApps_

Hi @Sona Evanesyan,

You can check out the Smart checklist for Jira. Free version.

It’s simple to use, and it takes only several steps to set a checklist template to appear by default on issue creation. To do it:

You can also set a specific template to appear by default depending on the issue type.

If you have any questions or need assistance, feel free to reach directly to our support team at smartchecklist@railsware.com.

Best regards,

Sona Evanesyan_cysn2n

https://marketplace.atlassian.com/apps/1213231/issue-checklist-pro?hosting=cloud&tab=overview
I use this free version

Sona Evanesyan_cysn2n

Yes , and found the solution .
https://herocoders.atlassian.net/wiki/spaces/IC/pages/922353675/Applying+a+template+automatically
Can chose as default template .

Jack Brickey

Great! I actually use that app as well, the paid version.

If you go into manage templates you should be able to set one of the checklist as the default which would result in the checklist being created or added every time you create the issue. Let me know if this isn't obvious.

Arun Makhija

How do I use the smart checklist from Template in JIRA automation as I need to use it in multiple rules ? TIA

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