Add a Checklist to a Subtask on Issue Creation

Owned by Olena Brazhko
Last updated: Jan 08, 2024 by Oleksandra Kravets
2 min read

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

Requires Checklists Custom Field → "Checklists" Custom Field set up

 

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

  1. Create a trigger

2.1. Choose Issue created 

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 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

 

  1. 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 🎉