Run Now issue creation with a checklist

The Run Now feature serves the purpose of instantly executing the checklist creation process for urgent situations, bypassing the need to wait for the next scheduled occurrence. In scenarios where you require immediate checklist creation for an issue, followed by the regularly scheduled occurrences, simply utilize the "Run now" functionality.

Characteristics of Run Now issue creation with a checklist

  1. Immediatly Task Generation: Create Jira issues with checklists at any moment.

  2. Depends on Recurring settings (Run Now is disabled if Recurring isn’t set)

    1. Project and Issue Type Selection: Select the desired project and issue type ensuring proper organization and alignment.

    2. Clear Accountability: Assign specific team members to recurring issues for transparent ownership.

    3. Prefill Issue Fields: Fill essential information in issue fields beforehand for faster creation.

  3. Enable&Disable recurring settings: This provides flexibility in managing automated task generation according to project requirements.

  4. Streamlined Reporting: Facilitate progress tracking and reporting for improved project visibility.

The feature Run now is out of reach (Run Now button is disabled) in case when the owner of the checklist selected a private project for that you didn’t have access. So you can’t Run now issues with a checklist in such projects.

Instruction on how to run now issue creation with a checklist

For example, you've scheduled an issue with a checklist creation at 9 a.m. every 2 weeks on Monday. But now it's a Wednesday and you need to create the issue and save the initial scheduling. If so, follow the next steps

  1. Open the Issue Checklist Template and Report add-on. Create a new checklist or use an existing one.

  2. Set a recurring, choose the project to place the issue with a checklist, select the assignee, and prefill issue fields. Save the changes and go to the Grid.

  3. On the Grid press Run now button on your checklist line to create issues immediately but save the recurrence. 

  4. If you need to skip the next instance because you will have it currently choose this setting in the Modal.
    Once you confirm Run Now the system will immediately create an issue with the checklist.

  5. Also in case if you want to run now issue creation time by time without recurring, you can set recurring settings but disable them by toggle.

  6. Also, you can monitor the status of the checklist instances for Jira issues with a detailed one-page report.