Automation - Issue - Checklist

[Tamara Tannenberger]

Hello!

I have a question: I want to create an automation:

"When an issue is created, automatically insert a specific checklist"

I would make a new issue type so that the issue is unique. but what's next? can someone help me? Thanks very much!

[Wojciech Wardaszko _HeroCoders_ · Accepted solution]

Hi @Tamara Tannenberger

Welcome to the community!

The answer to your question depends on what checklist app you are using. There are quite a few available in the marketplace, and each can handle this matter differently.

If by chance you are using Issue Checklist for Jira (either Free or Pro), you can simply create a checklist template and set it as default for select issue type in the chosen project.

Here's how to do it.

I hope this helps! Cheers!

[Tamara Tannenberger]

Hi!

Thank you very much.

We are using Smart Checklist pro (for Jira).

Unfortunately, I don't know how the automation can be set up

Best,

Tamara

[Wojciech Wardaszko _HeroCoders_]

You might want to take a look at this documentation page then.

If this doesn't help, maybe @Olena Brazhko_Railsware_ or someone else from their team will be able to assist you. Or you can just reach out to them via their support portal.

I hope you'll get this sorted out soon.

Cheers!

[Kelly Arrey]

@Tamara Tannenberger You may also want to have a look at this page of documentation.

[Tamara Tannenberger]

Thank you very much!!!!

[Ewa Grabowska-Ptak_SolDevelo_]

Hello @Tamara Tannenberger ,

I strongly recommend you check out our Multiple Checklist for Jira. With our app, you can create a checklists template which can be added automatically to your issues.

For example, I have a Definition of Done template, which is a global template available for the whole instance. I can automate it so that it is being added in selected projects whenever an Epic or a Task is created:

 

You can also, use a JQL filter so that the checklist is being added, when the issue is updated to the required parameters:

Hope it helps! Please feel free to contact us here if you have any questions or need assistance I will be happy to help!

Best regards,
Ewa

[Tamara Tannenberger]

Super good! thank you!