Add a Checklist to a Jira Issue Created on Schedule
- Pavel Pavlovsky (Unlicensed)
- Oleksandr Haiun
- Olena Brazhko
- Oleksandra Kravets
Create Jira Issue with Checklists automatically based on the custom Schedule ⚡️
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 Scheduled
2.2. Set the schedule you need
2.3. Save trigger
Add a Checklist
3.1. Add component: Add an action
3.2. Choose Create issue
3.3. Select Project where to create the Issue, Summary, and add Checklists custom field from Choose fields to set. Don’t forget to add Checklist Items using checklist Markup formatting or Checklist Template
3.4. Save action
Name your new Automation and Turn it on
You're done! Now new Issue with Checklist will be created automatically based on your schedule 🎉