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How to set default checklists per project

You can set a default checklist per issue type in each Jira project. This allows you to automatically generate a new checklist from a template every time users create a certain issue type. This is a great way to ensure doers follow a certain order of steps to perform a task.

Any project automations that trigger on “Issue created,” will override the default checklist settings. This is because automation acts after the issue is created.

  1. This can vary depending on your project type. The permission required to access these settings is “Administer Projects” in company-managed projects and the “Administrator” role in team-managed projects. The below screenshot is from a company-managed software project, the location of settings will also vary depending on business or software project types.
    A Jira project with an arrow to the project settings.
    A Jira project with an arrow to the project settings.
  2. Choose “Checklist settings” in the left sidebar.

    Jira project settings with the checklist settings option highlighted.
    Jira project settings with the checklist settings option highlighted.
  3. Choose a checklist template for each issue type in your project for which you would like to generate a new checklist each time a user creates an issue of that type.

    The Didit project settings with the default checklist templates option highlighted.
    The Didit project settings with the default checklist templates option highlighted.
  4. When you create a new issue of the specified type, the checklist will appear automatically.

    A Jira issue with the default checklist added.
    A Jira issue with the default checklist added.

Link to this page: https://seibert.biz/didithowtosetdefaultchecklist