Add a Checklist Template on Issue Transition

Add Smart Checklist Templates to your issues based on Issue Transition ⚡️


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

2. Create a trigger

2.1. Choose Issue transitioned 

2.2. Choose From status (e.g. to do ) and To status (e.g. in progress )

2.3. Save


  1. Add a Checklist Template

3.1. Add component: Add an action

3.2. Choose Set entity property

3.3. Fill in the fields with the following values:

Entity type


Property Key


Property Value


If you want to append the template to the Smart Checklist 👉🏻

{{"com.railsware.SmartChecklist.checklist"}} {{"com.railsware.SmartChecklist.templateId.<Template_ID>"}}

If you want to replace the Smart Checklist with the template 👉🏻


3.4. Put the ID of the Template you want to add instead of <Template_ID>


☝🏼NOTE: You can find the Template ID by going to Issue → Smart Checklist → 3 dots menu → Manage Templates → Expand the Template you are looking for → Copy the Template ID ✅

Check out more about Templates IDs here →

3.5. Save Action

  1. Name your new Automation and Turn it on

You're done! Now every time an issue is transitioned from todo to in progress, the proper template will be added to your Smart Checklist 🎉


💡HINT: This flow can also be achieved by using the Checklist custom field. Just follow these steps:

  1. Set up a custom field →

  2. Navigate to Automations for Jira to create a rule

  3. Choose the trigger Issue transitioned from to do to in progress

  4. Choose the Edit issue fields action and pick the Checklists field

  5. Add template to the checklist

  6. Save the action

You are free to choose the way to set up the automation rule that suits you. Both flows will have the same outcome 🙌🏻