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There are two types of integrations that are possible:

  • Option 1. Using Checklist Text custom field

  • Option 2. Using issue labels

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  1. First of all, make sure to enable the custom fields integration within the Issue Checklist for Jira “Global Settings”.

    1. Go to Jira settings → Apps → Checklist for Jira | Enterprise Global Settings

    2. Enable Save local checklist items to Jira custom fields

      image-20240911-200109.png

  2. You can see if an issue has been updated by showing the “Checklist Text” field as a column in the advanced issue search.

    image-20240911-201020.pngImage Removed
  3. Once all issues have been updated, save the Jira issue as a new Issue Template using the Easy Issue Template app. Checklists will be also preserved as parts of new templates.

How to restore saved checklist from Issue Template

  1. Make sure Checklist Text is added to Jira Issue Edit screen in Screens configuration

  2. To make Jira issue screens less cluttered - you may hide the custom field using “Configure” option in Issue screen

  3. Go to Jira issue, add checklist items and Save a templateAdd checklist items

  4. You can see if an issue has been updated by showing the “Checklist Text” field as a column in the advanced issue search.

    image-20240911-201020.pngImage Added
  5. Save an issue template via Easy Templates app. Checklist Text field values would be saved into the template as well.

How to restore saved checklist from Issue Template

  1. That’s it! Now, when you create a new issue from the Template - Checklist would be populated with the saved checklist automatically! 🚀

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  1. Save Checklist template

    1. assume you need to create Definition of done checklist

    2. add checklist to an issue

    3. Save as template

      image-20240912-114103.png
    4. Give it the name “defninition_of_done”

  2. Create an Issue label called “definition_of_done”

    image-20240912-114014.png
  3. Save Jira issue as a template via the Easy Issue Template app

    image-20240912-114323.png

  4. The issue Template should look like
    Having label added

    image-20240912-114615.png

  5. Now, when creating a new issue from that template, the checklist template will be automatically applied based on the defined issue label per checklist functionality 🎉