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Global Checklists are currently in BETA and will be available in Issue Checklist for Jira

Jira Work Management includes several project templates for marketing teams – from events planning to email campaigns. But why would a marketing team choose to use Jira, a tool originally designed for software development?

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• Product: Jira Work Management

• Apps: Issue Checklist for Jira Pro

• Workflow & Issue Type: Content management project template

• Set-up Tasks:

  • Workflow modifications

  • Content-type dropdown

  • Checklist Templates

  • Automation rule

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Checklist Templates

Creating a checklist template for each option in the Content type dropdown will ensure that all of the needed steps are carried out.

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To create a checklist template:

1. Install Issue Checklist for Jira Pro.

2. Select Checklist from the left nav bar.

3. Click Create template.

4. Give the template a unique name that does not include any spaces (WebContent).

5. Add the required tasks to the checklist:

   1. At least 1 keyword in title tag

   2. Title tag 10-60 characters

   3. At least 1 keyword in description

   4. Description tag < 200 characters

   5. Fewer than 10 keywords in keyword tag

   6. Individual keyword density < 6%

   7. All images have alt tags describing image

   8. Links open to new tab

   9. Loaded and scheduled on site

6. Click Save.

7. Repeat steps 3-6 for each option in the Content-type dropdown, creating an appropriate checklist for each.

Automation Rule

1. Ensure that the Apply checklist templates from issue labels global setting is enabled.

2. Navigate to Project Settings > Automation (or Jira Settings > System > Automation rules).

3. Click Create rule.

4. Select the Issue transitioned trigger.

5. Leave the From status empty and select

   Status
   colour Blue title in review

   as the To status.

6. Click Save.

7. Click New condition and select If / else block.

8. Click Add conditions and select Issue fields condition.

9. Select Content type as the field, equals as the condition and Blog post as the value.

10. Click Add conditions and select Issue fields condition.

11. Select Checklist Text as the field and is empty as the condition. (This will keep the checklist from being added repeatedly when subsequent drafts are submitted for review.)

12. Click Save.

13. Click New action. 

14. Select Edit issue.

15. Select Labels as the field to be edited.

16. Select or add the label that corresponds to the appropriate template.

17. Click Save.

18. Click on Add else.

19. Repeat steps 9-17 for each Content type and template.

20. Name the rule and click Turn it on.

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Image Added

Issue Lifecycle

1. A new issue is raised for the creation of a new marketing asset (blog post).

2. The issue is transitioned to the

   Status
   title draft

   status and assigned to member of the marketing team who begins drafting the post.

3. When the draft is complete, the assignee transitions the issue to the

   Status
   colour Blue title in review

   status and assigns the issue to their supervisor.

4. Since the blog post is web content, the SEO checklist is automatically added to the issue.

5. The supervisor reviews the post for content and SEO. Seeing that the post meets all of the criteria, the supervisor approves the post.

6. Once the post has been approved, the marketing team loads and schedules the blog on the company website, and transitions the issue to

   Status
   colour Green title done

   .

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