Recurring checklists?

[Michael Arndt]

What's the best set of tools to create recurring checklists? I have a project that has issues which repeat weekly. I would like to use Checklist Pro since I already have that app installed.

Each weekday has it's own checklist. Monday's have a checklist, Tuesday's, etc.

I'm thinking the best way to do this is just setup a YAML on separate issues and figure out how to memorize that issue and repeat it weekly.

I tried Googling this but the first several posts I found were several years old.

[Jack Hunter [HeroCoders] · Accepted solution]

Hi @Michael Arndt,

How do you create recurring issues?  Manually from scratch, copying existing issues, or maybe you use some automation app? 

Let me know, and I will advise the best way to integrate Checklist Pro with your setup.

Thanks,
Jack

[Michael Arndt]

We don't in Jira. We've just been handling it in Google Calendars outside of Jira.

I want to bring our process into Jira so we're essentially starting from scratch.

[Jack Hunter [HeroCoders]]

1. So, the first problem to solve is creating recurring Jira issues. You can do it manually (using "clone" functionality), but it can be automated too. There are a few plugins available for Jira Cloud that can help:
   • Recurring Tasks (paid)
   • The Scheduler (paid)
   • Automation for Jira (paid and free)
2. Once the recurring issues are set up, you need to update them (their definition/template) with the desired value for the "Checklist Text" or "Checklist Content YAML" custom fields. It will add an appropriate checklist to all newly created issues.

Let me know if the above concept sounds good, and I can give more details.

Cheers,
Jack

[Michael Arndt]

Thanks Jack. I'll give the free Automation for Jira a try first. 

[Michael Arndt]

@Jack Hunter [HeroCoders] 

I think I'm getting close but it's just displaying the YAML in text format. How do I get the actual checklist to show?

[Michael Arndt]

I think I figured it out.

The YAML has to be a hidden field and YAML is different format than what I thought it was.

[Jack Hunter [HeroCoders]]

Yes. If the YAML syntax is incorrect, then a checklist is not created. 

If YAML is valid, then the checklist should appear automatically on the issue. 

To get a valid YAML, please create a checklist on any issue and then use the "Copy checklist as YAML" option. It will copy the valid YAML to the clipboard. 

The format you used (as I can see it on the screenshot) is used in our editor, but we will add a custom field supporting exactly this format (Markdown) very soon (next week probably). 

Also, as you noticed, the YAML field doesn't need to be visible on the screen (you can hide it). Its presence doesn't break anything, though, and it is helpful for testing/debug purposes to keep it visible. 

Cheers,
Jack

[Jack Hunter [HeroCoders]]

UPDATE: For manual interaction, we now advise using the Checklist Text custom field.

[Karyna Tyrnavska _SaaSJet]

Hi, @Michael Arndt @Kortni !

To create recurring checklists automatically try out the Recurring Checklists and Report add-on. My team has developed it to manage repetitive tasks and simplify the manager`s routine work. 

You can create issues with checklists, schedule them and monitor the progress in one app.

Use a free trial to learn more about the benefits.

[Kortni]

Hi, I`m new in the community

Searching for the solution for such a case - checklists should be created automatically each day at 9 and assigned to the group of users.