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In this guide, we will focus on option 3, i.e., we will apply the checklist to issues in bulk through JIRA UI.

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Prerequisites

  1. "Save checklist data to Jira custom fields" toggle must be enabled in Global Settings.
  2. Checklist Text or Checklist Content YAML the custom field must be present on the Edit Issue screen on Jira. Read how to add a custom field to a screen.

Step by step guide

Let's assume that we've created a checklist template and marked it default for a given project at 12pm, June 9, 2017. It means that all issues in that project created after that time will get this template applied automatically. 

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