Create Checklist Template

Checklist Templates are an easy way to manage smaller tasks or essential action items directly within your Jira issues. Here’s how to create and configure a checklist template for your project:

1. Open the Project Settings
   • As a project admin, navigate to Project Settings in your Jira project.
   • Go to Apps → Templating.app.
   • Or select the project from the Checklist Template dropdown at the Templating.app Overview
   
2. Create a New Template
   • Click on Create a template in the Checklist Template configuration.
   
3. Name Your Template
   • Enter a meaningful name for your checklist template to help identify its purpose.
4. Add Action Items
   • Use the text editor to input your action items.
   • You can add an action item by typing [] or choosing it from the editor bar.
   • Format the checklist as needed.
   • You can also include @-mentions or additional text for clarity.
   
5. Assign Issue Types
   • Select one or more Issue Types to define where the checklist template should apply.
   • Anytime a user creates an issue of this type in your project, the predefined checklist template will automatically appear in the description.
6. Optional: Add a Label Condition
   • You can assign a label to act as an additional condition for the template to apply.
   • If configured, the checklist will only be added when the defined label is applied to the issue (during creation or when updated).
   
7. Click Create to Save your Template

Tip

The label feature integrates seamlessly with Jira Automations, providing even more options to apply a checklist template automatically, e.g. when transitioning an issue.