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Create Issues with Checklists on a Schedule

Owned by Jennifer Choban
Last updated: Sept 16, 2024
1 min read

This example allows you to create issues, including a checklist, on a schedule.

 

Limitations

If you are using Checklist for Jira ENTERPRISE , note that this rule cannot be used to create or modify Global Checklists.

Create Issues with Checklists on a Schedule

  1. Ensure the Save local checklist items to Jira custom fields global setting is enabled.

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

  3. Click Create rule.

  4. Select the Scheduled trigger and select the appropriate time interval. Click Save.

    Trig.png

  5. Click add component and select New action.

  6. Select the Project and Issue type.

  7. Click on the Choose fields to set dropdown and select Checklist Text.

  8. Set the Summary field for the new issues.

  9. Add the formatted text to the Checklist Text field. Click Save.

    Act.png

     

  10. Name the rule and click Turn it on.