{"id":314,"date":"2022-07-19T14:48:47","date_gmt":"2022-07-19T14:48:47","guid":{"rendered":"https:\/\/titanapps.io\/blog?p=314"},"modified":"2025-08-11T09:31:50","modified_gmt":"2025-08-11T09:31:50","slug":"jira-checklist-templates","status":"publish","type":"post","link":"https:\/\/titanapps.io\/blog\/jira-checklist-templates","title":{"rendered":"Checklist Templates For Jira [With Examples]"},"content":{"rendered":"\n<p>Yeah, I realize I might sound like a total nerd, but I love my checklists.<\/p>\n\n\n\n<p>Checklists are one of the most effective tools for organizing work, tracking progress, and avoiding errors. Whether you\u2019re onboarding a new team member, releasing a feature, or preparing for a sprint review, a checklist helps ensure that nothing slips through the cracks.<\/p>\n\n\n\n<p>But here&#8217;s the catch: these workflows are often repetitive. Manually adding checklist items to every new Jira issue wastes time and increases the chance of missing steps.<\/p>\n\n\n\n<p>That\u2019s where Jira checklist templates come in. Using a Smart Checklist template, you can automate recurring tasks across your Jira projects and streamline how your team works in Jira Cloud or Data Center.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Smart Checklist for Jira | Getting Started\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/mOuUImPHobg?start=2&#038;feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">What\u2019s a checklist template in Jira?<\/h2>\n\n\n\n<p>Every team deals with repeatable workflows: onboarding, sprint planning, QA reviews, release notes, security audits.<\/p>\n\n\n\n<p>Instead of manually entering the same checklist items for each new task, you can create a reusable checklist template inside Jira using the <a href=\"https:\/\/jirachecklist.com\/\">Smart Checklist app<\/a>. That way, every time a new Jira issue is created for a recurring process, your checklist items are automatically added with no extra work required.<\/p>\n\n\n\n<p>For example, when you create an issue with the type \u201cOnboarding,\u201d you can attach a pre-built checklist covering hardware setup, access permissions, and intro sessions. Or, if you\u2019re shipping a feature, your \u201cRelease\u201d issue can come pre-filled with tasks for documentation, QA, stakeholder updates, and deployment.<\/p>\n\n\n\n<p>It\u2019s about improving your workflow, reducing human error, and helping your team members follow the same structured steps every time.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"660\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/image-1024x660.png\" alt=\"\" class=\"wp-image-3877\" srcset=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/image-1024x660.png 1024w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/image-300x193.png 300w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/image-768x495.png 768w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/image-1536x989.png 1536w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/image-24x15.png 24w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/image-36x23.png 36w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/image-48x31.png 48w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/image.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">How to set up Jira templates with the Smart Checklist?<\/h2>\n\n\n\n<p>There are two primary ways you can create a checklist template with the <a href=\"https:\/\/marketplace.atlassian.com\/apps\/1216451\/smart-checklist-for-jira-pro?hosting=cloud&amp;tab=overview\" target=\"_blank\" rel=\"noreferrer noopener\">Smart Checklist add-on<\/a>:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Save an existing Jira work item (issue) checklist&nbsp; as a template<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create a fitting checklist using an input box or Full-Screen Editor available by clicking the &#8220;pen&#8221; icon.<\/li>\n\n\n\n<li>Then go to the Smart Checklist menu and click &#8220;Save as a Template&#8221;.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"3176\" height=\"2357\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-29-edited.png\" alt=\"\" class=\"wp-image-1737\" srcset=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-29-edited.png 3176w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-29-edited-300x223.png 300w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-29-edited-1024x760.png 1024w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-29-edited-768x570.png 768w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-29-edited-1536x1140.png 1536w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-29-edited-2048x1520.png 2048w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-29-edited-1200x891.png 1200w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-29-edited-1100x816.png 1100w\" sizes=\"(max-width: 3176px) 100vw, 3176px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Name your Template and click &#8220;Save&#8221;.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"2101\" height=\"1587\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-30-edited.png\" alt=\"\" class=\"wp-image-1738\" srcset=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-30-edited.png 2101w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-30-edited-300x227.png 300w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-30-edited-1024x773.png 1024w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-30-edited-768x580.png 768w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-30-edited-1536x1160.png 1536w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-30-edited-2048x1547.png 2048w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-30-edited-200x150.png 200w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-30-edited-1200x906.png 1200w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-30-edited-1100x831.png 1100w\" sizes=\"(max-width: 2101px) 100vw, 2101px\" \/><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Create a new template from the Templates list on Jira work item view<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to your Jira work item&nbsp;<\/li>\n\n\n\n<li>Open the Smart Checklist menu (click on 3-dot menu)<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"3125\" height=\"2170\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-32-edited.png\" alt=\"\" class=\"wp-image-1740\" srcset=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-32-edited.png 3125w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-32-edited-300x208.png 300w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-32-edited-1024x711.png 1024w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-32-edited-768x533.png 768w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-32-edited-1536x1067.png 1536w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-32-edited-2048x1422.png 2048w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-32-edited-1200x833.png 1200w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-32-edited-1100x764.png 1100w\" sizes=\"(max-width: 3125px) 100vw, 3125px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the \u2018manage templates\u2019 button and create a template<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/manage-templates-1024x457.png\" alt=\"\" class=\"wp-image-4199\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Fill in the details of your checklist template<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"518\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/create-template-e1731604417390-1024x518.png\" alt=\"\" class=\"wp-image-4201\" srcset=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/create-template-e1731604417390-1024x518.png 1024w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/create-template-e1731604417390-300x152.png 300w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/create-template-e1731604417390-768x388.png 768w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/create-template-e1731604417390-1536x777.png 1536w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/create-template-e1731604417390-2048x1036.png 2048w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/create-template-e1731604417390-24x12.png 24w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/create-template-e1731604417390-36x18.png 36w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/create-template-e1731604417390-48x24.png 48w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<section class=\"note\" style=\"background: #fefae9\">\n  <div class=\"note-heading\">\n    <img loading=\"lazy\" decoding=\"async\" width=\"44\" height=\"44\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/08\/note.png\" class=\"note-heading__image\" alt=\"\" srcset=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/08\/note.png 44w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/08\/note-24x24.png 24w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/08\/note-36x36.png 36w\" sizes=\"(max-width: 44px) 100vw, 44px\" \/>    <span class=\"note__label\">Note<\/span>\n  <\/div>\n      <div class=\"note__text\">\n        <p>You can create a template from the templates popup in the Cloud version only. There\u2019s an option to create a template from Smart Checklist global settings for the server\/DC version.<\/p>\n    <\/div>\n  <\/section>\n\n\n\n<h2 class=\"wp-block-heading\">Checklist template examples<\/h2>\n\n\n\n<p>We\u2019ve selected a couple of checklist template examples. They serve as an illustration of what can be done with the Smart Checklist. We understand that every case is unique so feel free to modify and change them as you see fit. The full-screen Markdown editor makes this process much simpler.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Definition of Done checklist template<\/h3>\n\n\n\n<p>Going by the definition (no pun intended), the <a href=\"https:\/\/titanapps.io\/blog\/definition-of-done-in-jira\/\" target=\"_blank\" rel=\"noreferrer noopener\">definition of done<\/a> (DoD) is a set of&nbsp; agreed-upon criteria that should be met so that a piece of work is considered as done. Having a clearly defined set of requirements makes the DoD a perfect candidate for becoming a template.<\/p>\n\n\n\n<p>Here\u2019s an example of a DoD checklist you can copy and paste into your Jira work items.&nbsp;<\/p>\n\n\n\n<div class=\"copy-template \">\n    <div class=\"copy-template__lines\">\n    <div class=\"copy-template__top\"><\/div>\n    <div class=\"copy-template__markdown\">\n      <p># Definition of Done<\/p>\n<p>&#45; **Code produced** (_all `to do` items in code completed_)<\/p>\n<p>> Code commented, checked in and run against current version in source control<\/p>\n<p>&#45; **Code reviewed**<\/p>\n<p>> * @Peer reviewed (or produced with pair programming)\u00a0<\/p>\n<p>> * meeting development standards<\/p>\n<p>&#45; **Builds** without errors<\/p>\n<p>&#45; **Unit tests** written and passing<\/p>\n<p>&#45; **Deployed** to system `test environment` and passed system tests<\/p>\n<p>&#45; **Acceptance criteria** met<\/p>\n<p>> * Passed UAT (User Acceptance Testing)\u00a0<\/p>\n<p>> * signed off as meeting requirements by @ProductOwner\u00a0<\/p>\n<p>&#45; Any build\/deployment\/**configuration changes** implemented\/documented\/communicated<\/p>\n<p>&#45; Relevant **documentation\/diagrams** **produced** and\/or **updated**<\/p>\n    <\/div>\n    <div class=\"copy-template__bottom\"><\/div>\n  <\/div>\n  <button class=\"copy-template__copy btn btn-primary\">\n    <i class=\"icon-copy\"><\/i>\n    Copy    <span class=\"copy-template__copied\">Copied<\/span>\n  <\/button>\n<\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"3125\" height=\"2170\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-35-edited.png\" alt=\"\" class=\"wp-image-1743\" srcset=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-35-edited.png 3125w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-35-edited-300x208.png 300w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-35-edited-1024x711.png 1024w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-35-edited-768x533.png 768w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-35-edited-1536x1067.png 1536w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-35-edited-2048x1422.png 2048w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-35-edited-1200x833.png 1200w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-35-edited-1100x764.png 1100w\" sizes=\"(max-width: 3125px) 100vw, 3125px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Acceptance criteria checklist template<\/h3>\n\n\n\n<p>The <a href=\"https:\/\/titanapps.io\/blog\/acceptance-criteria-jira\/\" target=\"_blank\" rel=\"noreferrer noopener\">Acceptance Criteria<\/a> is a set of clearly defined requirements your feature should meet in order to be accepted. You can configure the Acceptance Criteria to be applied to every &#8220;Story&#8221; work type. Quality Assurance specialists can use the Acceptance Criteria checklists as the initial information for the creation of detailed test scenarios.<\/p>\n\n\n\n<p>The fact that the Smart Checklist supports the Markdown syntax formatting, makes it easier to create a suitable acceptance criteria checklist following the given-when-then formula. Here\u2019s an example of it in action.<\/p>\n\n\n\n<div class=\"copy-template \">\n    <div class=\"copy-template__lines\">\n    <div class=\"copy-template__top\"><\/div>\n    <div class=\"copy-template__markdown\">\n      <p># Acceptance criteria<\/p>\n<p>&#45; **Given** my bank account is in credit, and I made no withdrawals recently,<\/p>\n<p>> **When** I attempt to withdraw an amount less than my card&#8217;s limit,<\/p>\n<p>> **Then** the withdrawal should complete without errors or warnings<\/p>\n    <\/div>\n    <div class=\"copy-template__bottom\"><\/div>\n  <\/div>\n  <button class=\"copy-template__copy btn btn-primary\">\n    <i class=\"icon-copy\"><\/i>\n    Copy    <span class=\"copy-template__copied\">Copied<\/span>\n  <\/button>\n<\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"520\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/acceptance-criteria-e1731604500321-1024x520.png\" alt=\"\" class=\"wp-image-4203\" srcset=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/acceptance-criteria-e1731604500321-1024x520.png 1024w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/acceptance-criteria-e1731604500321-300x152.png 300w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/acceptance-criteria-e1731604500321-768x390.png 768w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/acceptance-criteria-e1731604500321-1536x780.png 1536w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/acceptance-criteria-e1731604500321-2048x1041.png 2048w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/acceptance-criteria-e1731604500321-24x12.png 24w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/acceptance-criteria-e1731604500321-36x18.png 36w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/07\/acceptance-criteria-e1731604500321-48x24.png 48w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Onboarding checklist template<\/h3>\n\n\n\n<p>We use checklists in onboarding <a href=\"https:\/\/titanapps.io\/blog\/knowledge-transferring-in-jira\/\" target=\"_blank\" rel=\"noreferrer noopener\">knowledge transferring<\/a> tickets for new Railswarians. This way we can offer them insight and guidance on what\u2019s expected of them during the trial period. A checklist is also a great place to guide users towards the knowledge they\u2019ll need to learn throughout their onboarding.&nbsp;<\/p>\n\n\n\n<div class=\"copy-template \">\n    <div class=\"copy-template__lines\">\n    <div class=\"copy-template__top\"><\/div>\n    <div class=\"copy-template__markdown\">\n      <p># 1st day<\/p>\n<p>+ *#must*: set up GSuite and accounts<\/p>\n<p>> examplelink.com<\/p>\n<p>x *#must*: if you have a Github account, set up a [2-factor authentication]. If you don&#8217;t, do nothing<\/p>\n<p>> examplelink.com\u00a0<\/p>\n<p>+ *#must*: add your picture to all company profiles so that, being a distributed team, we can quickly recognize each other<\/p>\n<p>> List of company profiles: Slack, Google account, Jira\/Confluence, etc.<\/p>\n<p>+ *#should-must*: set up Google Drive access to [company materials]<\/p>\n<p>> examplelink.com<\/p>\n<p>+ *#should* : check out [Railsware History](examplelink.com) and [RW Vision, Strategy and Values](examplelink.com)<\/p>\n<p># 2nd day<\/p>\n<p>+ *#must*: review [Financial Guide](examplelink.com) describing aspects of working at Railsware<\/p>\n<p>> Please check out Legal Aspects of collaboration in your country in [Collaboration type, Services agreement &#038; NDA](examplelink.com) section of the guide<\/p>\n<p>+ *#should*: complete [Tool_name subscription retool process](examplelink.com) following steps via link<\/p>\n<p>> We use Tool_name for internal video updates. To keep those secure, we share videos only with people WE follow. Once you complete the process, our Tool_name account will follow you back for you to get access to the internal video updates.<\/p>\n<p># 1st week<\/p>\n<p>+ *#should* Read [Railswarian Journey](examplelink.com) page to learn more about what to expect during the trial and after<\/p>\n<p>+ *#should* Check out how we [have fun &#038; socialize at Railsware](examplelink.com)<\/p>\n<p>> Sign up for [RW Events Calendar](examplelink.com) to see all the upcoming events<\/p>\n<p># 1st month<\/p>\n<p>+ *#should* Check out [Railsware Handbook](examplelink.com) to learn more about the company and find answers to your questions<\/p>\n<p>> Make sure to check not only the first page but the overall structure of the Handbook\u00a0<\/p>\n<p>+ *#should-must*: update Linkedin position \/ Github company<\/p>\n<p>> example: *Full Stack Engineer at Railsware*<\/p>\n<p>+ *#could*: You can also add a Railsware branded image to your LinkedIn page background. Download it [here](examplelink.com)<\/p>\n<p>+ *#must*: make sure you add all of your **time entries with projects and tags** in Clockify `before the last day of each month`.<\/p>\n<p># Company materials to review during the 3-months trial<\/p>\n<p>+ Read [Collaboration at work guide](examplelink.com)<\/p>\n<p>> &#45; [Learn How to use your Google Calendar to the fullest](examplelink.com)<\/p>\n<p>> &#45; [Working with sensitive information](examplelink.com)<\/p>\n<p>> &#45; [Slack Usage Rules, Portals and Channels RWNs use](examplelink.com)<\/p>\n<p>+ Learn [How to Give Feedback at Railsware](examplelink.com)<\/p>\n<p>### How-we-work approaches<\/p>\n<p>+ [Core RW approaches](examplelink.com)<\/p>\n<p>+ [T-shape concept](examplelink.com)<\/p>\n<p>+ [Documenting things](examplelink.com)<\/p>\n<p>### Company policies<\/p>\n<p>+ [Benefits and policies](examplelink.com)<\/p>\n<p>> Here are the [policies that work for you during the trial](examplelink.com)<\/p>\n<p>### Other<\/p>\n<p>+ [More info about Railsware team](examplelink.com)<\/p>\n<p>+ *#could*: add interests, commitments, and expertise to [OrgMap](examplelink.com)<\/p>\n<p>> Learn how to do it [here](examplelink.com). Fill in only the areas that sound clear to you.<\/p>\n    <\/div>\n    <div class=\"copy-template__bottom\"><\/div>\n  <\/div>\n  <button class=\"copy-template__copy btn btn-primary\">\n    <i class=\"icon-copy\"><\/i>\n    Copy    <span class=\"copy-template__copied\">Copied<\/span>\n  <\/button>\n<\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"3176\" height=\"2357\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-37-edited.png\" alt=\"\" class=\"wp-image-1745\" srcset=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-37-edited.png 3176w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-37-edited-300x223.png 300w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-37-edited-1024x760.png 1024w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-37-edited-768x570.png 768w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-37-edited-1536x1140.png 1536w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-37-edited-2048x1520.png 2048w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-37-edited-1200x891.png 1200w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-37-edited-1100x816.png 1100w\" sizes=\"(max-width: 3176px) 100vw, 3176px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Content publishing checklist template<\/h3>\n\n\n\n<p>This checklist will be handy for the content marketing team in your organization. This simple flow will ensure that a content writer can create a piece of content that\u2019s written with the intention of helping others regardless of them possessing or currently lacking a certain skill set. For example, a copywriter without coding experience can work in tandem with a developer to create a useful and actionable guide for a more tech-savvy audience.<\/p>\n\n\n\n<div class=\"copy-template \">\n    <div class=\"copy-template__lines\">\n    <div class=\"copy-template__top\"><\/div>\n    <div class=\"copy-template__markdown\">\n      <p>&#45; Research SEO and demand<\/p>\n<p>&#45; Research the topic @UserName<\/p>\n<p>&#45; Interview the knowledge holder within the company (@UserName)<\/p>\n<p>&#45; Create a draft for the article<\/p>\n<p>&#45; Review the draft with the knowledge holder<\/p>\n<p>&#45; Request visuals @UserName<\/p>\n<p>&#45; Request images for WP and Social Media @UserName<\/p>\n<p>&#45; Approve the article with your lead @UserName<\/p>\n<p>&#45; Proofreading<\/p>\n<p>&#45; Publication<\/p>\n    <\/div>\n    <div class=\"copy-template__bottom\"><\/div>\n  <\/div>\n  <button class=\"copy-template__copy btn btn-primary\">\n    <i class=\"icon-copy\"><\/i>\n    Copy    <span class=\"copy-template__copied\">Copied<\/span>\n  <\/button>\n<\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"3098\" height=\"2152\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-38-edited.png\" alt=\"\" class=\"wp-image-1746\" srcset=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-38-edited.png 3098w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-38-edited-300x208.png 300w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-38-edited-1024x711.png 1024w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-38-edited-768x533.png 768w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-38-edited-1536x1067.png 1536w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-38-edited-2048x1423.png 2048w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-38-edited-1200x834.png 1200w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/09\/Untitled-38-edited-1100x764.png 1100w\" sizes=\"(max-width: 3098px) 100vw, 3098px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>SOC 2 Compliance Checklist Template (For Security &amp; Ops Teams)<\/strong><\/h3>\n\n\n\n<p>Achieving SOC 2 compliance is one of the most complex and high-stakes initiatives in modern B2B project management. It requires months of coordination, documentation, and alignment with strict auditor expectations. But it doesn\u2019t have to be chaotic.<\/p>\n\n\n\n<p>With the help of a structured Smart Template in Jira, your team can centralize every SOC 2 task, from scope definition to evidence collection, and apply it across multiple audits or entities. No more scattered docs, spreadsheets, or missed items.<\/p>\n\n\n\n<p><strong>Example Template: SOC 2 Action Plan&nbsp;<\/strong><\/p>\n\n\n\n<p># 1. Define Scope &amp; Objectives<\/p>\n\n\n\n<p>&#8211; Choose SOC 2 type: Type I or Type II<\/p>\n\n\n\n<p>&#8211; Select applicable Trust Service Criteria<\/p>\n\n\n\n<p># 2. Form Compliance Team<\/p>\n\n\n\n<p>&#8211; Assign roles: Compliance Lead, Security, HR, Legal<\/p>\n\n\n\n<p>&#8211; Set reporting structure<\/p>\n\n\n\n<p># 3. Perform Gap Analysis<\/p>\n\n\n\n<p>&#8211; Map existing controls to criteria<\/p>\n\n\n\n<p>&#8211; Identify gaps and create remediation tasks<\/p>\n\n\n\n<p># 4. Develop Policies &amp; Procedures<\/p>\n\n\n\n<p>&#8211; InfoSec, Access Control, Incident Response, etc.<\/p>\n\n\n\n<p># 5. Build Asset Inventory &amp; Risk Assessment<\/p>\n\n\n\n<p>&#8211; Document systems, data, owners<\/p>\n\n\n\n<p>&#8211; Perform threat modeling<\/p>\n\n\n\n<p># 6. Implement Access Controls<\/p>\n\n\n\n<p>&#8211; Verify MFA, automate offboarding<\/p>\n\n\n\n<p># 7. Encrypt Data In-Transit &amp; At-Rest<\/p>\n\n\n\n<p>&#8211; Define encryption standards<\/p>\n\n\n\n<p>&#8211; Link to vendor practices (e.g., AWS, GCP)<\/p>\n\n\n\n<p># 8. Establish Backup &amp; Recovery<\/p>\n\n\n\n<p>&#8211; Define backup frequency, test restores<\/p>\n\n\n\n<p># 9. Deploy Monitoring &amp; Logging<\/p>\n\n\n\n<p>&#8211; Centralize logs, assign reviewers<\/p>\n\n\n\n<p># 10. Change Management<\/p>\n\n\n\n<p>&#8211; Track approvals, testing, deployments<\/p>\n\n\n\n<p># 11. Incident Response Prep<\/p>\n\n\n\n<p>&#8211; Define response steps, run drills<\/p>\n\n\n\n<p># 12. Vendor Risk Management<\/p>\n\n\n\n<p>&#8211; Review vendor SOC 2s, track reassessments<\/p>\n\n\n\n<p># 13. Train Staff<\/p>\n\n\n\n<p>&#8211; Policy &amp; security training<\/p>\n\n\n\n<p>&#8211; Add onboarding checklist for new hires<\/p>\n\n\n\n<p># 14. Internal Audit &amp; Readiness<\/p>\n\n\n\n<p>&#8211; Self-audit and control testing<\/p>\n\n\n\n<p># 15. External Audit &amp; Report<\/p>\n\n\n\n<p>&#8211; Assign tasks for evidence, engagement, and delivery<\/p>\n\n\n\n<p># 16. Continuous Compliance<\/p>\n\n\n\n<p>&#8211; Create recurring tasks for quarterly reviews<\/p>\n\n\n\n<p>This checklist app template includes all the key phases and aligns with the SOC 2 Trust Service Criteria. You can attach detailed Smart Checklists inside each Jira issue, link policies in Confluence, and assign clear ownership using custom fields and dynamic variables.<\/p>\n\n\n\n<p>Learn more &amp; check the full template: <a href=\"https:\/\/titanapps.io\/blog\/template-for-compliance-audit-in-jira\/\">SOC 2 Compliance Template for Jira<\/a><\/p>\n\n\n\n<p>This humble assembly of checklists barely scratches the surface of what you can streamline and simplify with a cleverly put together set of context-rich Jira templates. I\u2019ll make sure to keep this list updated with new checklist templates. Still, I\u2019ll need a bit of your help. So, feel free to share your ideas in the comments section below.\u00a0<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Automate Checklist template for JIRa<\/strong><\/h3>\n\n\n\n<p>You can use <a href=\"https:\/\/titanapps.io\/blog\/automate-jira-processes\/\"><strong>Jira Automation<\/strong><\/a> to automatically add a specific checklist template when an issue of a certain issue type is created, like automatically attaching test cases to every new Bug. This removes manual work and ensures consistency across your Jira instance.<\/p>\n\n\n\n<p>&nbsp;Before you begin: Make sure the Smart Checklist add-on is installed in your Jira Cloud or Data Center project.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>? Step-by-Step Setup<\/strong><\/h4>\n\n\n\n<p>Step 1: Create a New Automation Rule<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to Project Settings ? Automation.<br><\/li>\n\n\n\n<li>Click Create rule.<br><\/li>\n\n\n\n<li>Choose the Trigger: Issue Created.<br><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXegd3psPmR25pBuDQOaTbxdPt95BV0XLea4w9ttfaSKEjTz9Lkrl3z9FcgPHLcbhTWpBK7KrYeBQG-qMzBHQsv-ac98h2tfo4bwQX-emrr_QBMwHmYi056wmuC40HU5nTygcugxgg?key=-_OhFv7kTan9J6VZBMuh4Q\" alt=\"\"\/><\/figure>\n<\/figure>\n\n\n\n<p><strong>Step 2: Add a Condition (Filter by Issue Type)<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>New Condition ? JQL Condition<\/strong>.<br><\/li>\n<\/ul>\n\n\n\n<p>Enter your filter. Example:<br><br><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcgkozDbYJE-UFNOF2nGJrekC32PbrjTMrn72HoyUEBtId60x0Xf6abwzfKelPyFF3anShq-Mn58bLu6ZEqwrRIfpavCcy7kXsTrb8IuO4Woxz7WhB89jp9avdCI5aGid291qgQ?key=-_OhFv7kTan9J6VZBMuh4Q\" width=\"624\" height=\"297\"><\/p>\n\n\n\n<p><strong>Step 3: Add an Action to Insert a Checklist<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select <strong>New Action ? Set entity property<\/strong>.<br><\/li>\n\n\n\n<li>Set the <strong>Entity type<\/strong> to: Issue<\/li>\n\n\n\n<li>Use this <strong>Property key<\/strong>: com.railsware.SmartChecklist.checklist<\/li>\n<\/ul>\n\n\n\n<p><strong>Step 4: Paste Your Checklist in Markdown Format<\/strong><strong><br><\/strong> Here\u2019s an example template for a bug issue:<\/p>\n\n\n\n<p># Bug Checklist<\/p>\n\n\n\n<p>&#8211; Confirm the issue is reproducible<\/p>\n\n\n\n<p>&#8211; Include environment details<\/p>\n\n\n\n<p>&#8211; Add steps to reproduce<\/p>\n\n\n\n<p>&#8211; Verify expected vs. actual behavior<\/p>\n\n\n\n<p>&#8211; Link related Jira issues<\/p>\n\n\n\n<p>Pro tip: You can include custom statuses, assign team members using @mention, or even set due dates within the checklist.<\/p>\n\n\n\n<p><strong>Step 5: Save and Enable the Rule<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Turn it on<\/strong>.<br><\/li>\n\n\n\n<li>That\u2019s it! Your checklist will now appear automatically in every new issue matching your filter.<br><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Why Automate Checklist Templates in Jira?<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u00a0Save time on recurring tasks<br><\/li>\n\n\n\n<li>\u00a0Standardize issue reporting across teams<br><\/li>\n\n\n\n<li>Improve collaboration between QA, Dev, and PMs<br><\/li>\n\n\n\n<li>Track progress directly in the issue with a visual checklist progress bar<br><\/li>\n\n\n\n<li>Combine with custom fields, permissions, and notifications to match your team\u2019s workflow<br><\/li>\n<\/ul>\n\n\n\n<p>Start using <a href=\"https:\/\/railsware.atlassian.net\/wiki\/spaces\/CHKSDC\/pages\/2350088442\/Automation+for+Jira\">Smart Checklist automation<\/a> to simplify your Jira tasks, enforce project management standards, and streamline team collaboration.<\/p>\n\n\n\n<p>Using checklist templates in Jira is one of the easiest ways to bring structure, clarity, and automation into your team\u2019s workflow. Whether you&#8217;re handling onboarding, reporting bugs, managing feature releases, or planning for SOC 2 compliance, a reusable checklist helps your team stay focused, compliant, and consistent.<\/p>\n\n\n\n<p>Thanks to the Smart Checklist app, you can build and save templates once, then apply them across your Jira Cloud or Data Center projects with no repetitive setup needed. Combined with Jira Automation, these templates let you streamline recurring tasks, reduce manual effort, and keep your project management process error-free.<\/p>\n\n\n\n<p>From issue types to work items, everything is trackable and standardized inside your Jira issues.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">FAQ<\/h2>\n\n\n\n<p><strong>Q:<\/strong> <strong>What is a checklist template in Jira?<br>A:<\/strong> A checklist template is a reusable list of tasks (formatted in Markdown) that can be attached to Jira issues automatically or manually. You can use templates for onboarding, DoD, testing, publishing, audits, and more.<\/p>\n\n\n\n<p><strong>Q: Can you make checklists or checklist templates in Jira?<\/strong><br><strong>A: <\/strong>Jira does not have checklist or checklist templates functionality by default. You can download a checklist add-on like&nbsp;<a href=\"https:\/\/marketplace.atlassian.com\/apps\/1216451\/smart-checklist-for-jira-pro?hosting=cloud&amp;tab=overview\">Smart Checklist for Jira<\/a>&nbsp;from the Atlassian Marketplace to add this functionality to your Jira instance.<\/p>\n\n\n\n<p><strong>Q: How do I enable templates in Smart Checklist?<\/strong><br><strong>A: <\/strong>Jira Checklist templates are enabled by default in Smart Checklist. You can create a checklist and make it a template by clicking on the button with three dots.<\/p>\n\n\n\n<p><strong>Q: What can I automate with a checklist template?<br>A:<\/strong> You can automate any recurring process that requires the responsible person to follow a certain set of steps. Some of the most common use cases include checklist templates for Definition of Done, Acceptance Criteria, Onboarding, SEO, and financial reporting.<\/p>\n\n\n\n<p><strong>Q: Why do people typically use checklist templates?<br>A: <\/strong>Checklists help design clear, consistent, and actionable workflows in Jira. They encourage transparency and ownership. A checklist can help the team stay on target as the task is broken down and you can always see the assignees and how much work is left before a task can be considered completed.<\/p>\n\n\n\n<p><strong>Q:<\/strong> <strong>Does Smart Checklist support custom fields and permissions?<br>A: <\/strong>Yes. You can use Smart Checklist alongside custom fields, define visibility by project or team members, and control access via permissions in your Jira instance.<\/p>\n\n\n\n<p><strong>Q:<\/strong> <strong>Is this available on both Jira Cloud and Data Center?<br>A: <\/strong>Smart Checklist supports both Jira Cloud and Data Center editions. Note that some automation or global template functionality may differ slightly between platforms.<\/p>\n\n\n\n<p><strong>Q: Can I use checklists instead of subtasks?<br>A:<\/strong> Absolutely. Many teams prefer Smart Checklist over subtasks because it reduces visual clutter, supports mandatory items, and keeps everything in one issue. You can also view progress using the checklist completion bar.<\/p>\n\n\n\n<p><strong>Q:<\/strong> <strong>Where can I find more ready-to-use checklist templates?<br>A:<\/strong> Visit our <a href=\"https:\/\/railsware.atlassian.net\/wiki\/spaces\/TA\/pages\/4370825221\/Templates+Library\">Template Library <\/a>\u00a0to explore use cases for onboarding, recruitment, compliance, delivery, bug reports, and more.<\/p>\n\n\n\n<p><strong>Q: Can I automatically add Jira checklist templates?<br>A: <\/strong>Yes, Smart Checklist is integrated with Script Runner, JMWE, and Automation for Jira. Our users can set up their automation in a way where a checklist is added based on the content of a work item and their workflow setup.&nbsp;You can read more about the matter in this&nbsp;<a href=\"https:\/\/blog.jirachecklist.com\/automatically-add-checklists-t-jira\/\">checklist automation<\/a>&nbsp;guide.<\/p>\n\n\n\n<section class=\"banner-block\">\n  <div class=\"banner-block__info\">\n    <h5 class=\"banner-block__title\">Add checklists to your Jira tasks<\/h5>\n    <ul class=\"banner-list\">            <li class=\"banner-list__item\">Add and edit items<\/li>\n                      <li class=\"banner-list__item\">Make recurring templates<\/li>\n          <\/ul>    <a href=\"https:\/\/marketplace.atlassian.com\/apps\/1216451\/smart-checklist-for-jira-pro?tab=overview&#038;hosting=cloud\" target=\"_blank\" class=\"banner-block__link btn btn-orange\" >Try it free<\/a>\n  <\/div>\n  <div class=\"banner-block__image\">\n    <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2020\/05\/Smart-Checklist_Jira-3.svg\" alt=\"\" width=\"420\" height=\"331\">\n  <\/div>\n<\/section>\n\n\n\n<section class=\"writer\">\n  <div class=\"writer__image\">\n    <img alt='Oleksandr Siryi' src='https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/05\/oleksandr-siryi_avatar-180x180.png' srcset='https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/05\/oleksandr-siryi_avatar-361x360.png 2x' class='avatar avatar-180 photo' height='180' width='180' \/>  <\/div>\n\n  <div class=\"writer-data\">\n    <span class=\"writer-data__label\">Article by<\/span>\n    <span class=\"writer-data__name\">\n      Oleksandr Siryi    <\/span>\n    <div class=\"writer-data__bio\">\n          <\/div>\n\n      <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Yeah, I realize I might sound like a total nerd, but I love my checklists. Checklists are one of the most effective tools for organizing work, tracking progress, and avoiding errors. Whether you\u2019re onboarding a new team member, releasing a feature, or preparing for a sprint review, a checklist helps ensure that nothing slips through [&hellip;]<\/p>\n","protected":false},"author":181780125,"featured_media":6646,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[1401,1405,1409],"tags":[],"coauthors":[1427],"class_list":["post-314","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","category-atlassian-jira","category-smart-checklist"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Free Jira Checklist Templates to Steal for Your Project<\/title>\n<meta name=\"description\" content=\"This guide will teach you how to add checklist templates to your Jira work items. 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