How do I create a default Tasks' Acceptance Criteria at the Board/Epic Level

Question

Hi there,

I'm looking to ensure that tasks belonging to a certain epic or to a certain board (or containing a certain tag but not at the project level) have a certain default pre-configured acceptance criteria, is this possible?

Some options that are not an option for me:

-Defining this at the project level. Because we have other teams using the board to which the acceptance criteria does not apply

- Creating a new story/ticket type, this is also not an option for us.

Is there any option left besides creating an automation to go over the tickets of a certain epic/tasks contained in a certain board and add this acceptance criteria?

Maxime Lefebvre _Okapya_ · Accepted Answer

Hi @Pedro Raminhas

I believe Automation is a good solution for your situation because you need to conditionally set a certain field. What you can do is create an automation on "Issue created" trigger and then conditionally add your criteria.

It's a common use case for users of our Checklist for Jira App. Here's a documentation on how to import a template on issue creation.

I am not sure which field type you are using to store your Acceptance Criteria, but you can inspire yourself from our documentation and update the desired field type (whether it's a Checklist for a Text field).

Kind regards,
Maxime

Oleksandr Siryi_Railsware_ · Accepted Answer

Hey, @Pedro Raminhas

A checklist app seems like a nice fit for automatically adding Acceptance Criteria to new Jira issues. Smart Checklist allows you to create checklist templates and automatically apply them to issues of a specific issue type.

Smart Checklist is also integrated with automation for Jira, so you can set up your custom triggers for automatically applying a checklist template. For example, you can set checklists based on issue field value. This may help you ensure that the entire team doesn't have AC checklists in their tickets. Please check our documentation for more details.

Hope this helps?