Hello, I want to add a checklist to a issue made from an automation, is it possible?

[Jeremy]

I want a checklist in my issue like the one above or something. The creation of a ticket based on a time scheme works perfectly but I want a checklist in it aswell.

[Adaeze_Jude_HEROCODERS · Accepted solution]

Hi @Jeremy ,

I understand that you want to have a checklist applied to an Issue at creation.

Issue Checklist for Jira free allows you to add a Checklist to Issues when they are created using automation.

You can either use the add Checklist via Issue labels feature or add the checklist directly on the Checklist Text box.

To use the Apply checklist templates from issue labels feature, you would need to enable this in Global settings.

When this is enabled, you can create Templates with the naming same as a Label e.g. test_template.

On the automation to create an Issue, add an action to add this label to the Issue. Once the label is applied the Checklist is also applied, you can also create an action to remove the label afterward, to avoid label cluster in case of multiple checklists. Removing the Label does not affect the Checklist already applied.

You can also apply this checklist on the Checklist Text Box in the automation. Choose the edit issue action and click on the Checklist Text field, you should write the Checklist in the Checklist format, as shown:

I will be happy to show this to you over a call, you can reach out to us here.

[Jeremy]

Hi, the option 'You can add the checklist directly on the Checklist Text box' don't work with my automation. I see the checklist text in the ticket as the screenshot below.

I don't know how to add a checklist with a label as you mentioned. In my system I want a different checklist on a issue chosen because of the organization. Can you help me out?

[Adaeze_Jude_HEROCODERS]

HI @Jeremy

Apologies for the late response. You can ping me when you reply next.

To use the label integration feature you need to enable the " Apply checklist templates from issue labels " from global settings.

Please see the documentation here for more details.

[Marc - Devoteam]

Hi @Jeremy 

This should be possible, are you using a checklist app?

If you use an app, what app are you using?

[Jeremy]

I don't use any app. Also I don't see the feature in here...

[Marc - Devoteam]

Hi @Jeremy 

The screenshot in you initial question shows an image of checklist. Is this just something you have seen and not use yet?

If you don't you will need and app in your system that is able to provide the checklist functionality.

On the Atlassian Marketplace you are able to find a lot of options.

I like mostly the ones:

• Issue Checklist for Jira
• Smart Checklist for Jira

both offer a free version as well, off-course the free versions will have some limitations.

But as I remember correctly even the free versions of both app offer vthe option to be used with automation.

This will enable you to have a checklist on issue issue created by setting up automation rules.

The documentation of both apps should give you the details.

[Olena Brazhko_TitanApps_]

@Jeremy hey!

It can be easily achieved using Smart Checklist for Jira and the approach described in the article here.

Just add the needed custom field to the Issue during the setup of the Automation rule and fill it with the needed checklist items.

Let me know if you need any additional guidance.

Cheers,

Olena