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Add your custom Checklist every time the Issue is created ⚡️

Requires Checklists Custom Field "Checklists" Custom Field set up

This flow can also be achieved by the built-in Templates functionality of Smart Checklist.
Read more here → Set a Template as Default

  1. Go to Project Settings → Automation → click Create rule:

  1. Create a trigger

2.1. Choose Issue created

2.2. Save trigger

  1. Define the Issue Type

3.1. Add component: Add a condition

3.2. Add a condition: JQL Condition

3.3. Add a JQL query for defining the Issue Type

issuetype = Bug

3.4. Save Condition

  1. Add a Checklist

4.1. Add component: Add an action

4.2. Add an action: Set entity property

 

4.3. Fill in the fields with the following values:

Entity type

Issue

Property Key

com.railsware.SmartChecklist.checklist

Property Value

 

Add Checklist in Markdown formatting 👉🏻

# Bug verification
- add steps to reproduce
- indicate reporter
- assign issue

You can also automate Smart Checklist Templates in Automation rules 🚀

Read more here → Use Templates in Automations

4.4. Save Action

  1. Name your new Automation and Turn it on

You're done! Now every time a Bug Issue is created - a proper Checklist will be added 🎉


📫 Don’t hesitate to get in touch with us for any questions or feature requests!

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