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nameDefaultChecklist

You can create a Default Checklist template that will be automatically added when issues of a given type are created in a project. Default checklists are specific to the Project and Issue Type, so each Project can have different default checklists.

Tip

Note that you can also use automation or the REST API to apply automatically apply checklists to new issues.

Limitations

  • With the exception of System Administrators, who have access to project administration even if they don't have Administer Projects permission in Jira, Administer Projects permission is required to create a default checklist. Read more about template permissions.

  • Note that default checklist are not compatible with automation rules that use the Issue Created trigger. Both actions depend on Jira’s Issue created notification and an order of operations error may occur. 

  • Note that a cloned checklist takes precedence over the default checklist, so if an issue with a checklist is cloned, the default checklist will not be applied.

  • Every Jira workflow contains a Fire Issue Created post-function on the Create transition. This post-function is required for default checklists to work should not be removed. 

Set an Existing Checklist Template as a Default

  1. Click on Checklist in the left-hand nav bar of the project.

  2. Select the appropriate template and click Set default.

  3. Select the appropriate issue type(s) or request type(s). The checklist will be automatically added when issues of this type are created.

  4. Click Save.

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Create a New Default Template

  1. Create the checklist on an issue in the indicated project.

  2. Click on the menu and select Save as template.

  3. Name the template and click Save.

  4. Click on the menu and select Manage templates.

  5. Find the newly created template in the list and click Set default.

  6. Select the appropriate issue type(s) or request type(s). The checklist will be automatically added when issues of this type are created.

  7. Click Save.

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