People remember 10% of what they hear and 80% of what they see. When working, you can’t keep everything in mind, which isn’t bad – that’s our nature to forget. Besides, there are a lot of distractions. That’s why a checklist is one more thing to stay focused on and avoid missing essential workflow steps. Let’s try to enhance your Jira issues by creating checklists automatically.
A checklist is a set of instructions designed to help you manage recurring tasks and processes. We can use it for everything, as it’s easy to forget some things which might be necessary to perform tasks. Checklists in Jira help teams to structure work, break large activities into smaller steps, ensure everything is done correctly and in time.
You can use Jira checklists for your Business Process Management and Standard operating procedures (SOPs). For example:
They serve as a guide to ensure that everything is performed flawlessly every time. Imagine the feeling when you’re ticking a checkmark when every piece of task is done. It’s great to complete the work and know you haven’t missed anything.
If your team has a lot of processes that can be transformed into checklists, think about some automation. Try the thirty-party applications from Atlassian Marketplace to create guide lists in the Jira issue.
The choice of application will depend on the set of functionality you need. Therefore, we recommend that you think about what initial goal you would like to solve with the help of a check letter.
In this guide, we will show you how to implement checklists in your workflow at a simpler and more advanced level using add-ons:
The Smart Jira Forms plugin allows you to track your ToDo, Acceptance Criteria, or Definition of Done. Split complicated issues into clear and smaller steps.
Just a little effort, and now your template will automatically be added to the desired items.
If you’re looking for a solution with wider abilities to organize your Jira workflow, consider Business Process Manager (BPM). It allows not only creating checklists but also implementing them inside the business process. So you can collaborate team around processes, minimize routine tasks, and automize approval steps.
The logic of creating a checklist in BPM is similar to the one in Jira Forms and Checklists, but it can be used inside the process without separating it from the workflow.
Include the Action Item field in your custom form to get a checklist in the issue.
Find details in the step-by-step guide.
The difference of Business Process Manager is the system automatically generates an issue with a checklist inside (while with Forms and Checklists for Jira, we should create an issue before). In BPM, you also select which issue type must be created in which project.
The checklist is a powerful tool to standardize processes and implement self-control. Third-party tools provide a broad spectrum of possibilities to size your time and costs for recurring business processes.
Try out the solutions to automate your workflow with a smart checklist for Jira:
Power up your business efforts to get things done faster and not miss out on the action items required to complete a task or project.
Julia Shcherbyna _SaaSJet_
Product marketing manager
SaaSJet
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