Get Started with Issue Checklist Template and Report

Issue Checklist Template and Report appears to be a valuable tool for Agile teams and managers looking to exert greater control over Jira's tasks and influence team productivity positively.

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Introducing The 4 Key Points of Checklist Management

It is a proven framework designed to empower you with effective methods for developing and optimizing your checklists within Jira.

Explore the foundational structure these 4 Points provide for mastering the use of the Issue Checklist Template and Report add-on.

Point 1: Checklist Definition

This initial phase serves as the cornerstone for establishing every checklist within Jira. Here are key components to consider:

• Create a New Checklist Template: Gain an understanding of the fundamental checklist usage. Customize your checklist using a Confluence-like editor, incorporating features such as user mentions, tables, layouts, fonts, and text sizes.

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Point 2: Checklist Template Customization for Optimal Usage

• Add Checklist to Any Jira Issue Manually: Add checklists to Jira issues manually by clicking the add-ons icon on the issue panel. Select checklists from the template list you've created before.

• Add Checklist to Any Jira Issue Automatically: Automate the checklist template addition by configuring it to automatically attach to specific projects and issue types upon issue creation.

• Efficient Recurring Task Management: Streamline the management of recurring tasks by setting up a schedule for issues with checklist creation.

  • Automate Task Assignments: Tasks are automatically assigned to individuals or groups within the organization, saving time and ensuring clear responsibilities.

  • Prefill Issue Template Creation: Optimize the creation of issue templates by prefilling key fields such as summary, assignee, sprint, label, and epic.

  • Enable/Disable Recurring Task Creation: Easily toggle recurring task generation on or off, providing flexibility and control.

  • Run Now Task Creation: Instantly run the issue with checklist creation without waiting for the next scheduled occurrence.

Point 3: Checklist filling

• Read-Do-Submit: Read and execute checklist items, and upon completion, submit the checklist.

Point 4: Checklist Progression

• Detailed Progress Report: Keep track of each checklist action item with a comprehensive one-page report. This report allows you to observe the progress of checklist items in tasks for the selected checklist template, whether added manually, automatically, or through recurring creation.