Add a Checklist to a Subtask on Issue Creation
- Olena Brazhko (Unlicensed)
- Oleksandr Haiun
- Oleksandra Kravets
Add Checklists or Checklist Templates to Subtasks while New Issue creation⚡️
Requires Checklists Custom Field → "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.
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 🎉