Apply Checklist Template

Checklist Templates in Templating.app can be applied automatically or manually to improve your daily tasks. Here’s how to use each method:

Automated Application

Checklist templates are automatically added to issues that match their configured conditions (e.g., issue type or issue type and label).

1. Create a New Issue
   • Ensure the new issue matches the checklist template configuration (e.g., issue type or issue type and label).
2. Checklist Added Automatically
   • The checklist template is automatically appended to the bottom of the issue description.
   
3. Edit Action Items as Needed
   • After the checklist is added, you can:
     • Add new items.
     • Remove unnecessary items.
     • Modify existing text.
   • These are native Jira Action Items, allowing full flexibility.
4. Re-Apply via Labels
   • If a label that triggers the template is removed and added, the checklist template will be added once more, even if it’s already part of the description.

Tip

Use Jira Automation - Labels can be added automatically through Jira Automation (e.g., when an issue status changes from “To Do” to “Doing”). - This method allows checklists to be added seamlessly via automation rules.

Manual Application

Checklist templates can also be applied manually if needed.

1. Open the Issue
   • Navigate to the issue where you want to add a checklist.
2. Access the Checklist Menu
   • Click on the three-dot menu (•••) in the issue view.
   • Select “Add Checklist” from the dropdown.
   
3. Select a Checklist Template
   • Choose the desired checklist template from the list.
   • The checklist will be added to the issue description.
   
4. View Updates
   • You usually don’t need to reload the issue to see the updated description.
   
5. No Templates Available?
   • If no checklist templates exist for the issue type:
     • Users: The “Add Checklist” option will not appear.
     • Admins: An info message will indicate no templates are available, along with a link to the Project Configuration for creating templates.

Note

• Automation Flexibility: Labels assigned via Jira Automation can trigger checklists, enhancing workflows with minimal manual effort.
• Conditions Matter: Checklist templates will only apply if the issue matches the configured conditions.