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Schedule creating issues with checklist
This guide is based on Jira built-in automation functionality.
The guide works for Classic projects only. Issue Checklist does not support Automation in Next-gen projects yet.
Prerequisites
- "Checklist Text" field must be present on the Create Issue screen (the current version of the Automation app cannot fill a field that is not present on the "Create Issue" screen).
Please note that you can still hide the field from the Issue View page. - "Save checklist data to Jira custom fields" option must be enabled in Issue Checklist Global Settings.
Guide
- Go to Automation listing page (it is either Project settings > Automation or Jira Settings > System > Automation rules) and press Create rule button:
- On the New trigger page select Scheduled trigger:
- On the Scheduled page you can provide the schedule options and run automation rule at specified intervals, e.g., every 1 Day.
Next select the second radio button "simply run the conditions and actions without providing issues" and press Save button: - On the Add component page select New action option:
- On the New action page select Create issue option:
- On the Create issue page select:
- The project that you want to create issue in, e.g., Demo
- Issue type, e.g., Task
- Summary of the issue, e.g. Example issue created automatically every day
Add Checklist Text field to the form and put desired checklist in Text format, e.g.,
Text format example[x] implementation ready [] implementation tested
Press Save button:
- On the next page, add a name/description to the automation rule, e.g. Recurring task with checklist and press Turn it on button:
- Test your setup (new Jira task containing a checklist will be created automatically every day):