Add a Checklist to a Jira Issue Created on Schedule

Create Jira Issue with Checklists automatically based on the custom Schedule ⚡️

Requires Checklists Custom Field → "Checklists" Custom Field set up

☝🏼IMPORTANT NOTE: Automations using entity properties no longer work with the Forge app. Please update your setup to use the Checklists custom field instead.
Learn more → Migrating Smart Checklist to Forge

☝🏼IMPORTANT NOTE: To ensure the automation rule works when the Checklists custom field is hidden from the work item screen, some additional configuration is required. Please follow these steps to set up the work item layout:

Navigate to Jira Settings → Work items → Custom fields.
Find the Checklists custom field in the list.
Click the 3-dots menu → Associate to Screens.
Select the checkboxes for the screen(s) under the project you want to use automation rule.
Click Update.
Go to Project settings → Work items → Layout.
Click Edit issue layout.
Move Checklists custom field from the central panel to the right panel.
Click Save changes.

Steps to create Automation

Go to Project Settings → Automation → click Create rule

Automation in Project Settings

Create a trigger

2.1. Choose Scheduled

Scheduled trigger

2.2. Set the schedule you need

Scheduled trigger setup

2.3. Click Next

Add a Checklist

3.1. Add component: Add an action

3.2. Choose Create work item

Create a work item action

3.3. Select Project where to create the Issue, Summary, and add Checklists custom field from Choose fields to set. Don’t forget to add Checklist Items using checklist Markup formatting or Checklist Template

💡HINT: Read more about templates automation here → Use Templates in Automations

Checklists field with a value is added to the work item

3.4. Click Next

Name your new Automation and Turn it on

Name and turn on the automation

You're done! Now new Issue with Checklist will be created automatically based on your schedule 🎉