Shared / inherited checklists

Marc Fournier
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March 25, 2024

First, if there is an answer to this already that I haven't found, please point me to it, but I've searched and can't seem to find anything that seems to be related.

 

If I go in an create a story, and add a checklist, if I then create a sub-task ( or link a task ) to that story, the checklist is being inherited by the sub-task, which in itself wouldn't be a big issue, since I should be using *either* a sub-task or a checklist ...

But ... If I create a sub-task of a story, and want to create a checklist within that sub-task, it is being propogated back *up* to the story, which I definitely do not want.  Even more annoying then that, the checklist appears to also get extended down into other tasks attached to that story.   Its a global checklist, not a task checklist.

If I create a checklist within a task / sub-task, I want it to be isolated to that one task, not shared around to all other tasks attached to that same parent story.

Is there something I have to turn *off* for this?  

I want a nice simple:

Story -> Task A -> No Checklist at all
          -> Task B -> Checklist specific to Task B
          -> Task C -> Checklist specific to Task C

Thanks ...

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Marc Fournier
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March 25, 2024

Update to this ... just figured out that we have *Issue Checklist* installed, which is where the Checklist functionality is coming from ... I've searched *its* documentation, can can't find anything there that seems to mention that the whole inheritance aspect exists, or a method of turning that off ...

Does anyone have experience with this add-on, and knows of a way of doing this?

Or ... is there a *better* checklist app that doesn't exhibit this that is recommended?

Gracjan Wesołowski _HeroCoders_
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March 25, 2024

Hi @Marc Fournier 

my name is Gracjan, and I'm a Customer Success Expert, at HeroCoders, the team behind the Checklist app.

We do not have such an option where a checklist is inherited from the parent to sub-task, but technically it might be done by automation or default checklist. 

Your use case is achievable, you can do that using automation, and Checklist Templates. It all depends on the conditions for each of those sub-tasks.

Here you can find documentation that explains how to add a specific checklist template to a sub-task. 

We can also join together on a call to review your configuration and help you create it for you.

If you agree, you can schedule a meeting here.

Cheers!

Gracjan

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