Al. Zwycięstwa 96/98, 81-451 Gdynia, Poland
+48 58 782 45 40 / +1 206 357-8481
sales@soldevelo.com

How to automatically add checklists to your Jira issues – step by step guide

Automatically adding checklists to each new Jira issue is the desired functionality.

 

One typical use case is having the “Definition of Done” available by default in each new issue, to make sure that either developers or testers take time to verify if the task is done by the definition the team agreed to follow. Another common case is tracking whether the ticket is ready for development.That may include making sure the bugs have reproduction steps included or that new features have acceptance criteria. The thing about all those mentioned situations is that they all concern universal requirements that apply to the majority of the tasks you and your team face.

You have to stand up to these standards because you want to deliver the highest quality service or product, of course. Still, human memory is faulty which makes it hard to remember every single step on your path to success (or “Done” if you prefer).

Wouldn’t it be great if after entering your Jira issue, you could see right away the complete list of criteria that you have to fulfill?

This guide explains step by step how to achieve this with Multiple Checklists for Jira – an Atlassian Marketplace app available for Jira Cloud and Jira Server.

 

Get your checklist template ready

Enter any of your Jira issues and start working on your checklist items. Once you are happy with the results, click the “Save as template” button next to the checklist.

You will be prompted to enter a unique name for the template. Once you have done so, just click “Save” and your template will be saved. Don’t worry, you can always edit the template later on, by adding more items, editing existing ones, reordering them, or deleting.

 

 

Go to manage templates view

You can access template management either directly from any Jira issue, through Multiple Checklists for Jira options, or via Jira Settings, provided you are the instance administrator.

The screen allows you to edit and delete the existing templates, as well as assign them to be automatically added to the newly created issues. The last one is only available if you administer at least one project on the given Jira instance.

 

Assign templates by project and issue type

Provided you are a project admin or Jira instance admin, you can select “Assign to projects” next to the template name, which will display a list of all projects you administer.

You can then select specific issue types for each of those projects, that will have the selected template automatically added as a checklist to each created issue of those types.

You can also opt to have the checklists added automatically to all of the issues created within the given project, by selecting the “Select all” checkbox, next to the issue types.

Test it out!

That was it! You should be all set.

Now go ahead and create a new issue to see if everything works as expected. If you cannot see any new checklist added, go back to the template management view and make sure that you have selected the correct project and issue types.

 

Multiple Checklists for Jira is available for Jira Cloud and Jira Server on the Atlassian Marketplace.