Checklist for Jira | Enterprise

This instruction applies to the following app: Checklist for Jira | Enterprise by Herocoders

In order to Save the checklists created via listed apps in templates and then create Jira issues with prefilled checklists - follow the steps below.

How to save the issue checklist as part of the Issue Template

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
      

      

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

   

3. Once all issues have been updated, feel free to proceed with saving 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

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 template. Checklist Text field values would be saved into the template as well.

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

How to see and manage saved checklists in Issue Template

1. Make sure, the Checklist Text field is added to the global Create Issue Jira screen

2. Go to Apps → Easy Templates for Jira

3. Open Template and you’ll see the saved template as Custom fields in the checklist app’s text format