{"id":436,"date":"2025-08-14T11:09:21","date_gmt":"2025-08-14T11:09:21","guid":{"rendered":"https:\/\/titanapps.io\/blog?p=436"},"modified":"2025-08-14T11:26:07","modified_gmt":"2025-08-14T11:26:07","slug":"automatically-add-checklists-to-jira","status":"publish","type":"post","link":"https:\/\/titanapps.io\/blog\/automatically-add-checklists-to-jira","title":{"rendered":"Here\u2019s How You Can Automatically Add Checklists To Jira Work Items in Different Ways"},"content":{"rendered":"\n<p>Having your ToDo list available every time a new work item (issue) is created in Jira is quite a boon in terms of saving time and keeping everyone on the same page. And while Jira does not have checklist functionality by default, you can use a 3rd party solution to automate your Jira ticket workflow.<\/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?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\"><strong>Main Use Cases: When Should You Automate Checklists in Jira?<\/strong><\/h2>\n\n\n\n<p>Many tasks have repetitive requirements. Filling each of them with content and context one by one is hardly a good use of anyone\u2019s time. However, having checklists in Jira can greatly benefit your flow. Here are several common use cases for adding checklists automatically.&nbsp;<\/p>\n\n\n\n<p><strong>Definition of Done<\/strong><\/p>\n\n\n\n<p>Having a <a href=\"https:\/\/titanapps.io\/blog\/definition-of-done-in-jira\/\" target=\"_blank\" rel=\"noreferrer noopener\">Definition of Done<\/a> in every Jira ticket by default is very useful. It ensures that the development and QA teams are on the same page when it comes to closing the work item or moving it to the next status.<\/p>\n\n\n\n<div class=\"copy-template preview\">\n        <div class=\"copy-template__inputs\">\n        <label for=\"toggle\" class=\"copy-template__label-one active copy-template__label\">Preview<\/label>\n        <input class=\"copy-template__checkbox\" type=\"checkbox\" id=\"toggle\">\n        <label for=\"toggle\" class=\"copy-template__label-two copy-template__label\">Markdown view<\/label>\n      <\/div>\n      <img loading=\"lazy\" decoding=\"async\" class=\"copy-template__image\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/08\/Definition-of-Done-template.png\" alt=\"\" width=\"1600\" height=\"1174\">\n        <div class=\"copy-template__lines\">\n    <div class=\"copy-template__top\"><\/div>\n    <div class=\"copy-template__markdown\">\n      <p>## Definition of Done<br \/>\n-**Code complete.** All code has been written and reviewed, and all necessary functionality has been implemented.<br \/>\n-**Code coverage.** All code has been tested and meets the required code coverage threshold.<br \/>\n-**Code quality.** Code has been written using the required standards, conventions, and best practices.<br \/>\n-**Integration.** Code has been integrated into the main branch, and all integration issues have been resolved.<br \/>\n-**Security:** The software has been tested for security vulnerabilitie,s and all issues have been resolved.<br \/>\n-**Performance:** The software has been tested for performance and scalability, and all issues have been resolved.<br \/>\n-**Peer review.** The code is reviewed by the peers.<br \/>\n-**System testing.** The software has been tested end-to-end, and all system tests have passed.<br \/>\n-**Regression testing.** All previously implemented functionality has been tested, and regression tests have been passed.<br \/>\n-**Documentation.** All necessary documentation has been written, reviewed, and approved, including user manuals, API documentation, and system documentation.<br \/>\n-**Acceptance testing.** The functionality has been demonstrated to the product owner or customer and has been approved.<br \/>\n-**Deployment:** The software has been successfully deployed to the production environment, and all deployment issues have been resolved.<\/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 the template    <span class=\"copy-template__copied\">Copied<\/span>\n  <\/button>\n<\/div>\n\n\n\n<p><strong>Definition of Ready<\/strong><\/p>\n\n\n\n<p>The same can be said about the Definition of Ready or DoR in Jira. A well-structured checklist will ensure that the ticket includes the information and context on a variety of crucial elements, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The bugs have reproduction steps<\/li>\n\n\n\n<li>The design is ready<\/li>\n\n\n\n<li>A work item is estimated<\/li>\n<\/ul>\n\n\n\n<p>And the features have<a href=\"https:\/\/titanapps.io\/blog\/acceptance-criteria-jira\/\" target=\"_blank\" rel=\"noreferrer noopener\"> acceptance criteria<\/a>.<\/p>\n\n\n\n<div class=\"copy-template preview\">\n        <div class=\"copy-template__inputs\">\n        <label for=\"toggle\" class=\"copy-template__label-one active copy-template__label\">Preview<\/label>\n        <input class=\"copy-template__checkbox\" type=\"checkbox\" id=\"toggle\">\n        <label for=\"toggle\" class=\"copy-template__label-two copy-template__label\">Markdown view<\/label>\n      <\/div>\n      <img loading=\"lazy\" decoding=\"async\" class=\"copy-template__image\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/06\/unnamed-2.png\" alt=\"\" width=\"1574\" height=\"1152\">\n        <div class=\"copy-template__lines\">\n    <div class=\"copy-template__top\"><\/div>\n    <div class=\"copy-template__markdown\">\n      <p>## Definition of Ready<br \/>\n&#45; **Clear description.** The work item has a well-defined goal, purpose, and expected outcome.<br \/>\n&#45; **Acceptance criteria.** Clear and testable acceptance criteria have been defined and agreed upon.<br \/>\n&#45; **Dependencies identified.** All external dependencies (technical, business, or cross-team) have been documented and addressed.<br \/>\n&#45; **Design and scope.** Required mockups, wireframes, or business rules are attached or linked.<br \/>\n&#45; **Feasibility check.** The team has confirmed the work item is feasible within the planned timeframe.<br \/>\n&#45; **Estimation.** The effort has been estimated using the agreed method (e.g., story points).<br \/>\n&#45; **No blockers.** No unresolved issues are preventing the team from starting work.<br \/>\n&#45; **Stakeholder alignment.** All relevant stakeholders have reviewed and approved the item.<br \/>\n&#45; **Priority set.** The item is prioritized appropriately in the backlog.<br \/>\n&#45; **Linked items.** Related epics, tasks, or subtasks are linked for context.<br \/>\n&#45; **Team understanding.** The team agrees on the scope and is confident they can start work.<\/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 the template    <span class=\"copy-template__copied\">Copied<\/span>\n  <\/button>\n<\/div>\n\n\n\n<p><strong>Code Review<\/strong>&nbsp;<\/p>\n\n\n\n<p>As with all recurring tasks, it\u2019s useful to have an action plan that helps you complete all the QA steps. With automation, a Code Review checklist can be added to a Jira ticket once it\u2019s transferred from In Progress to In Testing. As a result, QAs have the ready ToDo list exactly when they need it and where they need it.<\/p>\n\n\n\n<div class=\"copy-template preview\">\n        <div class=\"copy-template__inputs\">\n        <label for=\"toggle\" class=\"copy-template__label-one active copy-template__label\">Preview<\/label>\n        <input class=\"copy-template__checkbox\" type=\"checkbox\" id=\"toggle\">\n        <label for=\"toggle\" class=\"copy-template__label-two copy-template__label\">Markdown view<\/label>\n      <\/div>\n      <img loading=\"lazy\" decoding=\"async\" class=\"copy-template__image\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/06\/unnamed-1.png\" alt=\"\" width=\"1600\" height=\"1026\">\n        <div class=\"copy-template__lines\">\n    <div class=\"copy-template__top\"><\/div>\n    <div class=\"copy-template__markdown\">\n      <p>## Code review<br \/>\n&#45; **Requirements.** Ensure that the code performs correctly and covers all requirements as described in the feature ticket.<br \/>\n> * Does this code change fulfill its intended purpose?<br \/>\n> * Does the code cover all requirements as described in the feature ticket?<br \/>\n> * Are there any unhandled edge cases or error scenarios?<br \/>\n&#45; **Readability.** Make sure that the code is readable and easy to understand, suggest breaking up the code or reorganizing it to improve the readability for other developers.<br \/>\n> * Is the code easy to understand?<br \/>\n> * Are variable names and function names clear and descriptive?<br \/>\n&#45; **Maintainability.** Evaluate the code for maintainability, making sure it is modular, reusable, and easy to modify and extend.<br \/>\n> * [DRY principle.](https:\/\/en.wikipedia.org\/wiki\/Don%27t_repeat_yourself) Are there any duplicated sections of code that could be consolidated into reusable functions or classes?<br \/>\n> * Will this change add undesirable compile-time or run-time dependencies?<br \/>\n> * Are there any best practices, design patterns, or language-specific patterns that could enhance the code significantly?<br \/>\n> * Does this code follow the single responsibility principle?<br \/>\n&#45; **Performance and Security.** Evaluate the code for performance and security.<br \/>\n> * Will this code change negatively impact system performance?<br \/>\n> * Is there a way to significantly improve the code&#8217;s performance?<br \/>\n> * Are sensitive data such as user data and credit card information being securely handled and stored?<br \/>\n&#45; **Testability.** Evaluate the code for testability, ensuring that it can be easily tested and that any necessary unit tests or integration tests have been written.<br \/>\n> * Is the code testable?<br \/>\n> * Do the existing tests reasonably cover the code change?<br \/>\n> * Are there any other essential unit, integration, or system tests that should be added?<br \/>\n&#45; **Documentation.** Verify that the code includes appropriate documentation, ensuring that it is clear, concise, and up to date.<br \/>\n> * Does the code include appropriate documentation?<br \/>\n> * Is the documentation clear, concise, and up-to-date?<br \/>\n&#45; **DevOps**. Verify that all the steps needed to be done after the PR deploy are described.<br \/>\n> * Are there any risks related to the deployment of this PR in terms of production operation?<\/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 the template    <span class=\"copy-template__copied\">Copied<\/span>\n  <\/button>\n<\/div>\n\n\n\n<p><strong>Onboarding and offboarding<\/strong><\/p>\n\n\n\n<p>Using automation with checklists has many applications for the recruiting and HR teams. For example, an <a href=\"https:\/\/titanapps.io\/blog\/employee-onboarding-template-for-jira\/\" target=\"_blank\" rel=\"noreferrer noopener\">Onboarding Checklist Template<\/a> can guide new hires through all the standard steps they need to complete. This can include logging into their corporate email, reading company guides, or linking their GitHub.\u00a0<\/p>\n\n\n\n<p>This ensures effective onboarding while reducing the need for external guidance. You can set up a rule that will add the onboarding checklist to all the tasks that mention \u201cOnboarding\u201d in their summary. The same goes for offboarding and other activities, such as recruiting or position posting.<\/p>\n\n\n\n<p><strong>Business travel<\/strong><\/p>\n\n\n\n<p>Organizing business trips involves multiple steps and requirements, from booking flights to submitting documents for a visa. Keeping track of everything can be challenging, especially when planning group trips. A reusable <a href=\"https:\/\/titanapps.io\/blog\/business-travel-template\/\" target=\"_blank\" rel=\"noreferrer noopener\">Business Travel Checklist<\/a> makes this task easier. It also helps you prepare everything according to company policies, such as the budget approval flow.<\/p>\n\n\n\n<p><strong>Payments and approvals<\/strong><\/p>\n\n\n\n<p>Adding checklists to Jira work items automatically is helpful for a wide range of financial tasks. This includes <a href=\"https:\/\/titanapps.io\/blog\/invoice-approval-process\/\" target=\"_blank\" rel=\"noreferrer noopener\">Invoice Approval Checklists<\/a>, vendor payment templates, and payroll checklists. With Smart Checklist, you can mark specific checklist items as mandatory, which helps you manage approvals and focus on the most important steps.\u00a0<\/p>\n\n\n\n<p>There\u2019s a multitude of other use cases where generating a checklist automatically adds a lot to your Jira ticket workflow. This encompasses marketing, procurement, sales, customer service, and beyond. Basically, every task that is repetitive by nature and has multiple important steps is a prime <a href=\"https:\/\/titanapps.io\/blog\/jira-checklist-templates\/?utm_source=scblog&amp;utm_medium=seo&amp;utm_campaign=ranking&amp;utm_term=landingpage_sc&amp;utm_content=add_checklists_in_jira\" target=\"_blank\" rel=\"noreferrer noopener\">candidate for automation<\/a>.\u00a0<\/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        <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<h2 class=\"wp-block-heading\"><strong>How to Automatically Add Checklists to Jira<\/strong><strong> Tickets in 3 Steps<\/strong><\/h2>\n\n\n\n<p>Jira doesn\u2019t have such functionality out of the box. Its native checklists (<a href=\"https:\/\/titanapps.io\/blog\/jira-action-items\/\" target=\"_blank\" rel=\"noreferrer noopener\">Jira Action Items<\/a>), among other limitations, can\u2019t be used with automation. However, you can automatically add checklists to Jira tasks with the help of third-party solutions. Let\u2019s see how this can be done with Smart Checklist for Jira by Titan Apps.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Create a new checklist.<\/strong> Install <a href=\"https:\/\/jirachecklist.com\/?utm_source=scblog&amp;utm_medium=seo&amp;utm_campaign=ranking&amp;utm_term=landingpage_sc&amp;utm_content=add_checklists_in_jira\" target=\"_blank\" rel=\"noreferrer noopener\">Smart Checklist<\/a> for Jira from the Atlassian Marketplace. Then, write or paste your checklist in the Smart Checklist section of your work item. Use the <a href=\"https:\/\/railsware.atlassian.net\/wiki\/spaces\/CHK\/pages\/90636343\/Formatting+Guide\" target=\"_blank\" rel=\"noreferrer noopener\">Markdown editor<\/a> to add headers, deadlines, bulleted lists, adjust formatting, or tag team members. You can also set custom statuses for individual checklist items.<\/li>\n\n\n\n<li><strong>Save your checklist as a template.<\/strong> To reuse your checklist with automation, you need to save it as a template first. You can have as many different templates as you need. Open the Smart Checklist menu (the three dots in the upper right corner) and save your checklist as a template, as shown in the image below. <img loading=\"lazy\" decoding=\"async\" width=\"560\" height=\"504\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcbGZJ4j6e4OZ1WzFpCsoBF82OFlK_Q7xb9ll7Xkn4HJ1OAL77KRmoJ8MJMIigiscVf1Dysk0yjHjnT-2bsehfr-L_RQ-hl3K3c07HEsHpU1cAK5rCPv3MwZ7y374RC9j3f4jRL7g?key=EPiSUpde3uM9nW0xlcTK7A\"><\/li>\n\n\n\n<li><strong>Select the work type for auto-adding your checklist.<\/strong> Smart Checklist has in-built functionality that allows you to automatically add checklists to the specified work type. For example, you can create a Test Case work type and automatically add a Test Review Checklist to all work items of this type. Open the three-dot menu again and select Manage Templates. Find your template on the list and expand it. Then, select the work type you need from the menu on the right.\u00a0<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"774\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/1.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-1024x774.png\" alt=\"1. How to Automatically Add Checklists to Jira Tickets.png\" class=\"wp-image-6679\" srcset=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/1.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-1024x774.png 1024w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/1.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-300x227.png 300w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/1.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-768x580.png 768w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/1.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-1536x1161.png 1536w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/1.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-24x18.png 24w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/1.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-36x27.png 36w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/1.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-48x36.png 48w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/1.-How-to-Automatically-Add-Checklists-to-Jira-Tickets.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Please note that these changes will only be applied to new issues (work items) &#8211; those that are created after setting up this automation. However, you still can add your template manually to existing issues or set up a native Automation for Jira with your checklist template.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to Assign Checklists Based on Complex Conditions With Jira Automation<\/h2>\n\n\n\n<p>Smart Checklist is integrated with Automation for Jira. This means you can apply checklist templates based on a variety of triggers, such as work item field value or workflow transition.<\/p>\n\n\n\n<p>Want to automatically add checklists to Jira based on more criteria (other than work type)? Then, use your Smart Checklist template together with Automation for Jira.<\/p>\n\n\n\n<p>For example, this can be a rule that checks if a task has the word \u201cOnboarding\u201d in its summary. If so, it adds an Onboarding Checklist automatically. Another example: when a story transfers from ToDo to In Progress, a Definition of Done checklist is added.<\/p>\n\n\n\n<p>Here\u2019s how to set up a rule that includes a smart checklist template.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Create a checklist and save it as a template.<\/strong> Steps 1-2 in the section above describe in detail how you can do this with <a href=\"https:\/\/jirachecklist.com\/?utm_source=scblog&amp;utm_medium=seo&amp;utm_campaign=ranking&amp;utm_term=landingpage_sc&amp;utm_content=add_checklists_in_jira\" target=\"_blank\" rel=\"noreferrer noopener\">Smart Checklist<\/a>.<\/li>\n\n\n\n<li><strong>Set the trigger and action.<\/strong> Navigate to <strong>Project Settings -> Automation -> Create Rule<\/strong>. Then, select a trigger and specify your conditions. A trigger can be Work Item Created (issue created), Work Item Transitioned, and so on. As an action, choose <strong>Edit work item fields -> Checklists<\/strong>: <img loading=\"lazy\" decoding=\"async\" width=\"1536\" height=\"944\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXedGYA6f_Ss9ejjti-dA15c8XZUGlanElHLcWU2HJ-4DXpmTrhEQi0HJ33x2B3dMlFqb-_gboHdqqi8D2xzjrWs5-auFbbLk2PKsuf34WIIA23ItU48mRTahvpczsyePJXWgz6dLQ?key=EPiSUpde3uM9nW0xlcTK7A\"><\/li>\n\n\n\n<li><strong>Fill in the value field <\/strong>using the information from the table below. This enables the rule to use your checklist template.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>Choose fields to set<\/td><td>Checklists<\/td><\/tr><tr><td>If you want to append the template to the Smart Checklist<\/td><td>{{issue.properties.\u201dcom.railsware.SmartChecklist.checklist\u201d}}{{project.properties.\u201dcom.railsware.SmartChecklist.templateId.&lt;Template_ID&gt;\u201d}}<\/td><\/tr><tr><td>If you want to replace the Smart Checklist with the template<\/td><td>{{project.properties.\u201dcom.railsware.SmartChecklist.templateId.&lt;Template_ID&gt;\u201d}}&nbsp;<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Find and copy your <\/strong><a href=\"https:\/\/railsware.atlassian.net\/wiki\/spaces\/CHK\/pages\/3921543201\/Use+Templates+in+Automations\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Template ID<\/strong><\/a><strong>.<\/strong> The text you pasted in the Checklists value field contains a placeholder, &lt;Template_ID>. You need to replace it with the actual ID. To find it, open a work item and click the 3-dot menu of the Smart Checklist section. Then, select <strong>Manage Templates<\/strong> and expand the specific checklist template you need. The Template ID is to the right of the Name box.<\/p>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\"><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"933\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/3.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-1024x933.png\" alt=\"2. How to Automatically Add Checklists to Jira Tickets.png\" class=\"wp-image-6681\" srcset=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/3.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-1024x933.png 1024w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/3.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-300x273.png 300w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/3.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-768x700.png 768w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/3.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-24x22.png 24w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/3.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-36x33.png 36w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/3.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-48x44.png 48w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/3.-How-to-Automatically-Add-Checklists-to-Jira-Tickets.png 1536w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Once you have it, add the ID to the description. Then, name and save your automation rule. It\u2019s also useful to validate it before enabling.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"629\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/4.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-1024x629.png\" alt=\"3. How to Automatically Add Checklists to Jira Tickets.png\" class=\"wp-image-6682\" srcset=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/4.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-1024x629.png 1024w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/4.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-300x184.png 300w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/4.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-768x472.png 768w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/4.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-24x15.png 24w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/4.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-36x22.png 36w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/4.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-48x30.png 48w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/4.-How-to-Automatically-Add-Checklists-to-Jira-Tickets.png 1536w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>With a rule like this one, you can automatically add checklists to Jira tasks based on your custom requirements. Learn more about these deeper levels of automation in our<a href=\"https:\/\/railsware.atlassian.net\/wiki\/spaces\/CHK\/pages\/305692715\/Automations+Integrations\" target=\"_blank\" rel=\"noreferrer noopener\"> Knowledge Base<\/a>.\u00a0<\/p>\n\n\n\n<p>Additionally, it\u2019s possible to mark some checklist items as mandatory. Then, you can block the work item transition to Done unless these mandatory items are completed.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"629\" src=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/5.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-1024x629.png\" alt=\"4. How to Automatically Add Checklists to Jira Tickets.png\" class=\"wp-image-6683\" srcset=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/5.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-1024x629.png 1024w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/5.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-300x184.png 300w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/5.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-768x472.png 768w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/5.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-24x15.png 24w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/5.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-36x22.png 36w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/5.-How-to-Automatically-Add-Checklists-to-Jira-Tickets-48x30.png 48w, https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2025\/08\/5.-How-to-Automatically-Add-Checklists-to-Jira-Tickets.png 1536w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Or, in case with the Definition of Done, you may want to make completing ALL checklist items obligatory before moving a Jira task to Done or In Testing. All this can be achieved with the help of a workflow validator. For step-by-step instructions, please see our guide on how to <a href=\"https:\/\/titanapps.io\/blog\/definition-of-done-in-jira\/#3_Add_a_workflow_validator\" target=\"_blank\" rel=\"noreferrer noopener\">Add a Workflow Validator<\/a>.\u00a0<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to <\/strong><strong>Automatically Add Checklists to Jira<\/strong><strong> Tasks If You Export Them From Other Apps<\/strong><\/h2>\n\n\n\n<p>As I mentioned before, you can simply copy and paste a checklist from an external source like Slack, Skype, or Email into the Markdown editor. This can help your teams share checklists regardless of the communication channel they are using. But what if you already have an actionable checklist in a different Project Management tool like Trello?<\/p>\n\n\n\n<p>You can use <a href=\"https:\/\/trello.com\/power-ups\/5b6c33b64d304480bf4d57b6\" target=\"_blank\" rel=\"noreferrer noopener\">Smart Checklist Exporter<\/a>, which will extract and then automatically add checklists to Jira.Once you have installed the exporter, open the Trello card with the checklist you need. Click on the \u201cExport Checklists\u201d button under the power-ups menu, copy the items, and paste them into Jira.\u00a0<\/p>\n\n\n\n<p>This will work perfectly well if you are looking to copy one or several checklists from Trello. Please take a look at this <a href=\"https:\/\/titanapps.io\/blog\/trello-jira-integration\/?utm_source=scblog&amp;utm_medium=seo&amp;utm_campaign=ranking&amp;utm_term=landingpage_sc&amp;utm_content=add_checklists_in_jira\" target=\"_blank\" rel=\"noreferrer noopener\">Trello and Jira integration guide<\/a> if you\u2019d like to migrate your entire board.\u00a0<\/p>\n\n\n\n<p>Additionally, you can export checklists from <a href=\"https:\/\/railsware.atlassian.net\/wiki\/spaces\/CHKSDC\/pages\/3950673930\/Import+checklists+from+Elements+Checklist+My+ToDo+Checklist+for+Jira+Enterprise\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Elements Checklist, My ToDo, and Checklist for Jira Enterprise<\/a> and import them to Smart Checklist for Jira.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>FAQs on How to <\/strong><strong>Automatically Add Checklists to Jira<\/strong><strong> Tickets<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">How to create a checklist template in Jira Cloud?<\/h3>\n\n\n\n<p>By default, Jira doesn\u2019t have such a feature as checklist templates. However, you can easily install a<a href=\"https:\/\/jirachecklist.com\/?utm_source=scblog&amp;utm_medium=seo&amp;utm_campaign=ranking&amp;utm_term=landingpage_sc&amp;utm_content=add_checklists_in_jira\"> checklist app like Smart Checklist<\/a>. It allows you to create feature-rich issue checklists, save them as templates, and add them automatically to the selected work types (Jira issue types). The app is available for Jira Cloud, Jira Server, and Jira Data Center, plus there\u2019s a 30-day free trial.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How to create a checklist template in Jira Data Center?<\/h3>\n\n\n\n<p>Smart Checklist for Jira Data Center allows you to easily add default checklists to work items. They can be project-based or global checklists that apply to the whole Jira instance. In Jira Data Center, you can also <a href=\"https:\/\/railsware.atlassian.net\/wiki\/spaces\/CHKSDC\/pages\/3465117697\/Default+Templates+extended+conditions\" target=\"_blank\" rel=\"noreferrer noopener\">set extended conditions<\/a> for adding checklists automatically. For example, when the work type is \u201cStory\u201d and the \u201cComponents\u201d field is not empty. Moreover, you can add multiple checklists to a work item.\u00a0<\/p>\n\n\n\n<p>You may need to have the administrator permissions to install the app. For step-by-step instructions, please see our <a href=\"https:\/\/railsware.atlassian.net\/wiki\/spaces\/CHKSDC\/overview\" target=\"_blank\" rel=\"noreferrer noopener\">Checklist Guide for Jira Data Center<\/a>.\u00a0<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">TL;DR: How to Automatically Add Checklists to Jira Tickets?<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Install <a href=\"https:\/\/jirachecklist.com\/?utm_source=scblog&amp;utm_medium=seo&amp;utm_campaign=ranking&amp;utm_term=landingpage_sc&amp;utm_content=add_checklists_in_jira\" target=\"_blank\" rel=\"noreferrer noopener\">Smart Checklist<\/a> for Jira<\/li>\n\n\n\n<li>Use it to add a checklist to a Jira work item<\/li>\n\n\n\n<li>Save your checklist as a template<\/li>\n\n\n\n<li>Select the work item type to which you want to add the checklist automatically<\/li>\n\n\n\n<li>(Optional) Add the checklist template to an automation for Jira rule<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Can I Automatically Add Native Jira Checklists?<\/h3>\n\n\n\n<p>No. Native Jira checklists, also called Jira action items, can\u2019t be used with Automation for Jira. They also don\u2019t support creating templates. For automation purposes, you will need to use a third-party checklist add-on.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">The Benefits of Checklist Automation in Jira<\/h2>\n\n\n\n<p>Using checklists allows you to document repetitive processes, save time, and boost efficiency. It promotes consistency and transparency. Adding checklists to Jira automatically takes this to the next level and helps you further streamline your team\u2019s work in Jira.<\/p>\n\n\n\n<p>Here are some of the benefits you get if you automatically add checklists to Jira:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>No need to reinvent recurring steps from scratch<\/li>\n\n\n\n<li>Faster task creation, no need to search for additional instructions<\/li>\n\n\n\n<li>Allows you to document what works best and reuse this approach<\/li>\n\n\n\n<li>Keeps your best practices alive by bringing them directly to Jira tasks<\/li>\n\n\n\n<li>Helps your team work with standard requirements and maintain quality<\/li>\n\n\n\n<li>Minimizes errors in recurring tasks<\/li>\n\n\n\n<li>Improves transparency and traceability thanks to checklist statuses<\/li>\n\n\n\n<li>Easier onboarding for new team members as processes are documented step-by-step\u00a0<\/li>\n\n\n\n<li>Important checklists are added automatically right when they are needed<\/li>\n<\/ul>\n\n\n\n<p>All this makes assigning checklists automatically extremely beneficial. I hope this guide will help you set up automation that works best for your team!<\/p>\n\n\n\n<p>Would you like more tips for working in Jira more effectively?<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Here&#8217;s how you can design a <a href=\"https:\/\/titanapps.io\/blog\/product-roadmap-in-jira\/\" target=\"_blank\" rel=\"noreferrer noopener\">Jira product roadmap<\/a><\/li>\n\n\n\n<li>Learn more about <a href=\"https:\/\/titanapps.io\/blog\/jira-best-practices\/\" target=\"_blank\" rel=\"noreferrer noopener\">Jira best practices for agile project management<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/titanapps.io\/blog\/jira-sprint-planning\/\" target=\"_blank\" rel=\"noreferrer noopener\">Plan sprints in Jira<\/a> more effectively\u00a0<\/li>\n<\/ul>\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>Having your ToDo list available every time a new work item (issue) is created in Jira is quite a boon in terms of saving time and keeping everyone on the same page. And while Jira does not have checklist functionality by default, you can use a 3rd party solution to automate your Jira ticket workflow. [&hellip;]<\/p>\n","protected":false},"author":181780125,"featured_media":6050,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[1401,1405,1419,1409],"tags":[],"coauthors":[1427],"class_list":["post-436","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","category-atlassian-jira","category-project-management","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>How to Automatically Add Checklists to Jira | TitanApps Blog<\/title>\n<meta name=\"description\" content=\"Learn how to automatically add checklists to Jira tasks in 3 simple steps. Find out how to create reusable checklist templates, such as Definition of Done or Definition of Ready, and apply them based on conditions.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/titanapps.io\/blog\/automatically-add-checklists-to-jira\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Automatically Add Checklists to your Jira Flow | Smart Checklist Blog\" \/>\n<meta property=\"og:description\" content=\"You can automatically add checklists to your Jira workflow for tasks with repetitive requirements like Definition of Done or Definition of Ready.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/titanapps.io\/blog\/automatically-add-checklists-to-jira\" \/>\n<meta property=\"og:site_name\" content=\"Titanapps\" \/>\n<meta property=\"article:published_time\" content=\"2025-08-14T11:09:21+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-08-14T11:26:07+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/12\/How-to-add-checklist-templates-in-Jira.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2240\" \/>\n\t<meta property=\"og:image:height\" content=\"1260\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Oleksandr Siryi\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"How to Automatically Add Checklists to your Jira Flow | Smart Checklist Blog\" \/>\n<meta name=\"twitter:description\" content=\"You can automatically add checklists to your Jira workflow for tasks with repetitive requirements like Definition of Done or Definition of Ready.\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/12\/How-to-add-checklist-templates-in-Jira.png\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Oleksandr Siryi\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"10 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/titanapps.io\/blog\/automatically-add-checklists-to-jira\",\"url\":\"https:\/\/titanapps.io\/blog\/automatically-add-checklists-to-jira\",\"name\":\"How to Automatically Add Checklists to Jira | TitanApps Blog\",\"isPartOf\":{\"@id\":\"https:\/\/titanapps.io\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/titanapps.io\/blog\/automatically-add-checklists-to-jira#primaryimage\"},\"image\":{\"@id\":\"https:\/\/titanapps.io\/blog\/automatically-add-checklists-to-jira#primaryimage\"},\"thumbnailUrl\":\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2022\/12\/Group.svg\",\"datePublished\":\"2025-08-14T11:09:21+00:00\",\"dateModified\":\"2025-08-14T11:26:07+00:00\",\"author\":{\"@id\":\"https:\/\/titanapps.io\/blog\/#\/schema\/person\/e31194dd28ed4ff3f447c7ce300f46cf\"},\"description\":\"Learn how to automatically add checklists to Jira tasks in 3 simple steps. 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