Add Checklists or Checklist Templates to Subtasks while New Issue creation⚡️
Requires Checklists Custom Field → "Checklists" Custom Field set up
Go to Project Settings → Automation → click Create rule
Create a trigger
2.1. Choose Issue created
2.2. Save trigger
Add sub-tasks to the Issue
3.1. Add component: Add an action
3.2. Choose Create sub-tasks
3.3. List subtasks you need
Add Checklist to the sub-tasks
4.1. Click Add fields - your subtask will be converted to a separate action step
4.2. Choose Same Project to be sure the sub-task is not lost
4.3. Add Checklists custom field from Choose fields to set
4.4. Add template using checklist Markup formatting
You can also automate Smart Checklist Templates in Automation rules 🚀
Read more here → Use Templates in Automations
4.5. Save action
Name your new Automation and Turn it on
You're done! Now every time an Issue is created new sub-tasks with Checklist Items will be created automatically 🎉
📫 Don’t hesitate to get in touch with us for any questions or feature requests!