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Add a Checklist to a Subtask on Issue Creation

Add a Checklist to a Subtask on Issue Creation

Add Checklists or Checklist Templates to Subtasks while New Issue creation⚑️

Requires Checklists Custom Field β†’ "Checklists" Custom Field set up

☝🏼IMPORTANT NOTE: Due to the upcoming transition to the Forge app, any automation relying on issue properties will need to be updated to use custom fields instead. Please review your automation rules and adjust them accordingly to ensure continued functionality.

  1. Go to Project Settings β†’ Automation β†’ click Create rule

  1. Create a trigger

2.1. Choose IssueΒ createdΒ 

2.2. Save trigger

  1. 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

  1. 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 ProjectΒ 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

4.5. Save action

Β 

  1. Name your new Automation and Turn it on

Β 

You're done! Now every time an Issue is created new sub-tasks with Checklist Items will be created automatically πŸŽ‰

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