How smart is a smart checklist?

[Julie Stofel]

I'm just learning Atlassian, so please point me to training for this issue if there is some.  I am trying out the Task List template for Jira Work Management and see the "smart checklist" feature. I can use the smart checklist to add subtasks ("read the document", "fill out the form", "post the form in the correct location") and see that checking them off converts their status from "To Do" to "Done". Great!  But the status of the parent "issue" is still "To Do" - no effect from having checked off the "smart" checklist.  My ideal behavior would be for the status of the parent issue to go from "To Do" to "In Progress" when the first item is checked, and from "In Progress" to "Done" when the last item is checked.  Can that be made to happen?

[Julie Stofel]

Thank you!!

[Anton Nikolaiev]

Hi there!

Well, let me start with a straightforward part.
There is a simple automation that moves the Issue to the "Done" status once all checklist items are completed. Here is an example:
Transition an Issue to the next state when all the Checklist items are completed

Then, to move the Issue to the "In Progress" status, there are several options:

1. Set an automation rule that once a precise item is checked - the Issue is transitioned automatically to "In Progress". You can check the similar cases here: Automation for Jira

2. If you are 100% sure that the first item is a checkbox item and not a text item, then you can use the condition shown below:


3. Last but not least, you can use Advance compare condition with RegEx as the image below suggests.

Say, you have a checkbox item called “Start item” and you want to check whether it’s done:

(^|\n)x Start item(\n|$)

(^|n) - checks if the beginning of the string or new line
x Start item - checks if the item matches the text
(\n|$) - check if it’s the end of a string or a new line at the end
Again, you must be 100% sure that the checklist item will always have the same text.

I hope these options will help with your case.
Drop us a line if you need more info.

Best,
Anton