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Automatic Checklist Addition to a Jira issue is employed when it is necessary to instantly attach specific checklists to designated Jira issue types during their creation. This functionality enhances the efficiency and accuracy of issue management by providing a standardized and consistent format for capturing relevant details. Predefine-added checklists guide users to provide specific and relevant details, ensuring the completeness and consistency of the information captured. In addition to allowing the user to fill out a checklist in a Jira issue.

Characteristics of Automatic Checklist Addition to Jira issue

  1. Auto-adding of one or multiple chechlists to the desired issue by its type: create and auto-add Definition of Done, Acceptance Criteria, and To-Do List templates with a Confluence-like editor.

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

Instruction on how to add a checklist to a Jira issue automatically

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

  2. To set up automated checklist addition access Add to issues automatically button and select the desired projects and issue types from the dropdown list in the modal window.

  3. Once the selected issue type is created in the necessary project, the checklist will be added automatically.

  4. Now you can fill the checklist directly in the issue and submit it when it is done.

  5. Once a checklist is added to the issue, you can monitor the status of the checklist instances for Jira issues with a detailed one-page report. Also, this checklist will be always available in the issue it’s been added to. 

If you need help or want to ask questions, please contact us through SaaSJet Support or via email support@saasjet.atlassian.net

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