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How do I insert a smart checklist template into an issue with automation?

HENDRICKS_ JODI
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January 28, 2025

I would like the automation steps to automatically import a smart checklist template when an issue with a certain description is created.

4 answers

3 votes
Yuliia Tkachenko_TitanApps_
Atlassian Partner
January 28, 2025

Hey @HENDRICKS_ JODIwelcome to the community! 

Please check out Smart Checklist documentation, here's how you can use Smart Checklist Templates in Jira Automationhttps://railsware.atlassian.net/wiki/spaces/CHK/pages/3921543201/Use+Templates+in+Automations 

Let me know if you need any further guidance! 

2 votes
Rudy Holtkamp
Community Leader
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January 28, 2025

Hi @HENDRICKS_ JODI & welcome to the community,

You should take a look at the support documentation of the app: 

https://railsware.atlassian.net/wiki/spaces/CHK/pages/3454730248/Add+Checklist+on+Issue+Creation

You can set an issue property when an issue has been created with the description you are looking for. With that the smart checklist will show up.

 

1 vote
Nikola Perisic
Community Leader
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January 28, 2025

Welcome @HENDRICKS_ JODI 

Natively, Jira doesn't have templates for checklists nor it does support the checklists as a feature. Rather these are defined as action items that can be added one by one.

For having the checklists as a template without the automation though, you can look here:

https://herocoders.atlassian.net/wiki/spaces/CD/pages/3428550593/Apply+Checklist+Template

Rudy Holtkamp
Community Leader
Community Leader
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January 28, 2025

Hi @Nikola Perisic , 

Not quite true. Since november last year Jira does have the concept of action items, which you can add in your issue. However, you can't add them via automation.

Nikola Perisic
Community Leader
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January 28, 2025

Hi @Rudy Holtkamp 

As I've stated in my post, checklists are named as action items that you can indeed add to your issues. Plus it was followed with statement that there is the app that makes checklist templates.

Rudy Holtkamp
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 28, 2025

You're right, I had overlooked it.

Like • Nikola Perisic likes this
0 votes
Lukas Nicolai_Seibert_Media_
Atlassian Partner
January 28, 2025

If you're looking for a solution that doesn't require setting up a Jira automation rule, you can use the Behavior Builder by Templating.app

There you can just set the condition in the app:

If field type description = Your preferred description 

Then run modification = Add description with your preferred checklist template

 

If you want to see this in action with a similar use case feel free to watch this video: 

https://www.youtube.com/watch?v=ZphrYdszVFo

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