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How to add checklist for each sub-tasks for Jira Automation

Allen Chun
Contributor
September 17, 2018

I'm currently using Jira Automation add-on for create sub-tasks whenever I create a task. I was able to create an automation for this but for each sub-task I would like to add a checklist. 

I downloaded an add-on that can add a checklist in a given issue, but I cannot find the fields in the sub-task configuration. 

Or can I create a checklist inside the description of the subtask?

Screenshot 2018-09-17 17.45.37.png

2 answers

1 accepted

2 votes
Answer accepted
Pavel Pavlovsky
Rising Star
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September 17, 2018

Hello @Allen Chun,

If you are using Smart Checklist for Jira add-on - then check out following instruction on how to add a checklist to the created item using Automation:

https://railsware.atlassian.net/wiki/spaces/CHK/pages/305528896/Automation+for+Jira 

Hope this helps!

Cheers,

Pavel

Allen Chun
Contributor
September 20, 2018

Hi Pavel thanks for the response. On my automation rule. I auto-create sub-tasks whenever I create a Task issueType Permanent or Contract is there a way to add smart checklist with defined items for the sub-tasks created? Seems like I can only add the smart-checklist in the parent task based on https://railsware.atlassian.net/wiki/spaces/CHK/pages/305528896/Automation+for+Jira#AutomationforJira-SetChecklistOnIssueCreation

Pavel Pavlovsky
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
September 21, 2018

Hi @Allen Chun,

I've made a detailed instruction for your case. Please check it here, just below the page. Let me know if it helps.

In any case you can contact us directly via smartchecklist[at]railsware.com

Cheers,

Pavel

Like Jerome likes this
Allen Chun
Contributor
September 23, 2018

This is what I'm looking for. Thanks @Pavel Pavlovsky _Railsware_! I accepted your answer

0 votes
Petter Gonçalves
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
September 17, 2018

Hello Allen,

I'm not sure if I properly understood your request, but if you are trying to add a Checklist template to your automatically created sub-task, you can use JIRA Automation itself to do it.

You just need to add to the description field (Or maybe other custom fields) the template of your checklist, using the same rule you have configured to create the sub-tasks.

Please, give us more details and the add-on you are using to add the checklists if this option does not work for you.

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