Automation - Issue - Checklist
Asked by Tamara Tannenberger:

Hello!

I have a question: I want to create an automation:

"When an issue is created, automatically insert a specific checklist"

I would make a new issue type so that the issue is unique. but what's next? can someone help me? Thanks very much!


Answers:
author: Wojciech Wardaszko _HeroCoders_
body: Hi [@Tamara Tannenberger](/t5/user/viewprofilepage/user-id/5215043)

Welcome to the community!

The answer to your question depends on what checklist app you are using. There are [quite a few available in the marketplace](https://marketplace.atlassian.com/search?query=checklist), and each can handle this matter differently.

If by chance you are using Issue Checklist for Jira (either [Free](https://marketplace.atlassian.com/apps/1220209/issue-checklist-for-jira-free?hosting=cloud&tab=overview) or [Pro](https://marketplace.atlassian.com/apps/1213231/issue-checklist-for-jira-pro?tab=overview&hosting=cloud)), you can simply create a checklist template and set it as default for select issue type in the chosen project.

[Here's how to do it](https://herocoders.atlassian.net/wiki/spaces/CD/pages/3441459245/Setting+a+Default+Template).

I hope this helps! Cheers!

comments: author: Tamara Tannenberger
body: Hi!

Thank you very much.

We are using Smart Checklist pro (for Jira).

Unfortunately, I don't know how the automation can be set up

Best,

Tamara


author: Wojciech Wardaszko _HeroCoders_
body: You might want to take a look at [this documentation page](https://railsware.atlassian.net/wiki/spaces/CHK/pages/1294532651/Set+a+Template+as+Default) then.

If this doesn't help, maybe [@Olena Brazhko_Railsware_](/t5/user/viewprofilepage/user-id/4437823) or someone else from their team will be able to assist you. Or you can just reach out to them via [their support portal.](https://smart-checklist.helpscoutdocs.com/#contact)

I hope you'll get this sorted out soon.

Cheers!


author: Kelly Arrey
body: [@Tamara Tannenberger](/t5/user/viewprofilepage/user-id/5215043) You may also want to have a look at **[this page of documentation](https://railsware.atlassian.net/wiki/spaces/CHK/pages/305528896/Automation+for+Jira)**.


author: Tamara Tannenberger
body: Thank you very much!!!!


author: Ewa Grabowska-Ptak_SolDevelo_
body: Hello [@Tamara Tannenberger](/t5/user/viewprofilepage/user-id/5215043) ,

I strongly recommend you check out our [Multiple Checklist for Jira](https://marketplace.atlassian.com/apps/1220026/multiple-checklists-for-jira?hosting=cloud&tab=overview&utm_source=atlassian_community&utm_medium=referral+&utm_campaign=ac_questions). With our app, you can create a checklists template which can be added automatically to your issues.  

For example, I have a Definition of Done template, which is a global template available for the whole instance. I can automate it so that it is being added in selected projects whenever an Epic or a Task is created:  

![automation checklists.gif](https://community.atlassian.com/t5/image/serverpage/image-id/256873i836C88481FA23ECA/image-size/large?v=v2&px=999 "automation checklists.gif")

You can also, use a JQL filter so that the checklist is being added, when the issue is updated to the required parameters:  

![automation jql.gif](https://community.atlassian.com/t5/image/serverpage/image-id/256889iFDA7261DC9793E77/image-size/large?v=v2&px=999 "automation jql.gif")

Hope it helps! Please feel free to contact us [here](https://soldevelo.atlassian.net/servicedesk/customer/portal/5) if you have any questions or need assistance I will be happy to help!  

Best regards,  
Ewa

comments: author: Tamara Tannenberger
body: Super good! thank you!