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How to create checklist templates? Better checklist/process integration tools? Looking for ideas.

Deleted user December 5, 2018

I work for a real estate office and our entire business is about our checklists and processes. We've been using Trello checklists but we have to copy them from a previous card or re-write them each time. There's no way to make templates. Anyone ever used anything that helps them customize and save checklists easier? 

1 answer

1 vote
Jack Hunter _HeroCoders_
Atlassian Partner
December 6, 2018

Hello @[deleted],

If you are about to use Jira Cloud now, then Issue Checklist app provided by my team will help.

A checklist can be saved as a template and reused every time you need it. You can also attach the checklist automatically to newly created issues for a given project or issue/ticket type.  

You can read more about checklist "templates" in our documentation at https://gebsun-support.atlassian.net/wiki/spaces/IC/pages/739082250/Templates

Issue Checklist can also make your workflow more complete with many other features, e.g.: 

Let us know in you have other questions or needs. We are happy to help.

Cheers,
Jack

Jack Hunter _HeroCoders_
Atlassian Partner
March 20, 2020
Furkan November 11, 2022

Hi @Jack Hunter _HeroCoders_ , is there a way to copy a checklist template from one project into another?

Furkan November 11, 2022

@Jack Hunter _HeroCoders_  I also have access to Jira DB, if it is something that can be done on DB level...

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