Add a Checklist to a Subtask on Issue Creation
- Olena Brazhko
- Oleksandra Kravets
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 Checklist Items using checklist Markup formatting or Checklist Template
💡HINT: Read more about templates automation 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 🎉