Can we add a Checklist via the automation rules?

[Claudio Rouillon]

Hi, 

we have an automation rule that will create sub-task issues, my question is, is there a way to code in a Checklist into the sub-tasks we are adding via the rule.

See attached. Thank you.

[Michał Kowalewski_SolDevelo · Accepted solution]

Hi @Claudio Rouillon

Multiple Checklists for the Jira app allows you to easily automate the Checklists enabling you to streamline your workflow. Whether it's creating global templates or project-specific ones, you and your team will be able to work more efficiently.

This is how you can automate your Checklists:

And this is the final result:

You can see how easy it is. Additionally, you can set up your checklist in a way that prevents users from closing an issue until all the tasks on the list are completed and there’s no limitation on adding checklists to your issues — you can add as many as you need, all at once!

If you have any questions or concerns about the application, worry not! We are here to assist you every step of the way. Feel free to reach out to us through this link, and we will be more than happy to provide you with the support and guidance you need.

Kind regards,
Michał
SolDevelo Team

[Gracjan Wesołowski _HeroCoders_ · Accepted solution]

Hi, @Claudio Rouillon 

have you considered using third-party checklist apps?

If you would like to try it, I can recommend your Issue Checklist for Jira Free app, which allows you to add checklists to the issues in many different ways, including automation.

If your use case is to add a specific checklist to all sub-task-type issues, there might be an even easier way to do that. Using our app you can create a simple Checklist Template, and set it as the default template. With that configuration, whenever the issue type sub-task is created, the checklist will be added automatically.

There are some more possibilities depending on your requirements.

In case you need you would like to try it and need some help, let us know through our help center.

Cheers!

Gracjan

[Claudio Rouillon]

Thanks Gracjan - ideally I would like different checklists depending on the value of the sub-task's component... would a 3rd party app be able to do this?

[Gracjan Wesołowski _HeroCoders_]

Hi @Claudio Rouillon 

It is possible to achieve this in several different ways. The easiest would be to use our feature that allows you to add a Checklist Template to the issue, based on labels.

You can refer to this documentation, which explains similar use-case.

You can share more details related to this component and your use case so I can help you create for you the proper automation. 

You can also contact us directly via our Help Center.

Cheers!

Gracjan

[Oleksandr Siryi_Railsware_ · Accepted solution]

Hello, @Claudio Rouillon 

As @Alex Koxaras _Relational_ has mentioned, Checklists are not supported in Jira out of the box. That being said, there's still an option of using a Jira checklist add-on. 

Before you begin you'll need to doublecheck if custom fields are enabled on the instance. You can find the details for setting them up here if you are using Jira Cloud. 

After that you'll need to return to the automation rule and for Action - Create Issue, Add "Checklist" custom field from Choose fields to set. 

Then add your checklist items to the Checklist field using Markup formatting. You can check a similar case in more details on our Confluence. 

Hope this was helpful,

Oleksandr

[Alex Koxaras _Relational_ · Accepted solution]

Hi @Claudio Rouillon 

Short answer is no. Checklists are not supported out of the box from Jira.

What you could do is to populate the description of the subtasks using bullets and for this to be your checklist.

You may also want to consider looking for an app which is for checklist and to examine possible integration with Jira Automation (a bit difficult, but you don't know..)