How to Create Checklists for Jira. Step-by-Step Guide 2022

Are you a Jira user? Are you an experienced  Jira user? If so, it’s not something new that Jira projects frequently have difficulty with team-to-follow complex tasks. So, we have prepared an article with helpful tips on making your Jira workflow process more efficient.

  • Organizing your group of people? Done ☑️
  • Find valuable resources? Done ☑️
  • Prepare task description. Done ☑️

Even though a task only necessitates a few simple steps, we occasionally forget or accidentally skip one. Checklists are one of the most beneficial business tools since they may guarantee accuracy and consistency when performing particular tasks. Let’s examine how to set up custom checklists for Jira.

How do Checklists for Jira help in the workflow process?

Different team members could understand the tasks listed in the Jira process differently. It may be challenging to understand what has to be done without clearly defined steps.

Complex tasks are usually broken down into several smaller ones by project managers. This could lead to hundreds of more minor tasks that are difficult to manage for intricate projects. When there is integrated step-by-step assistance, the task is generally easier to understand and less complicated.

With the checklist implementation in your Jira workflow process, you will:

  • Never miss a vital project step; 
  • Save time when scheduling repetitive procedures.

Not all checklists are created equal. Get the correct checklist or make one with the right tool if you want to use checklists to improve your organization and performance.

How to create a custom Checklists for Jira?

Is there a secret to creating the ideal checklist? Can you select the necessary ingredients easily? We outline how to use the Recurring Checklists and Report add-on to acquire it.

At first, we will discuss the flexible checklist builder. You can experiment with the layouts here by adding explanations, lists, tables, action items, and @-mentions of other team members. There are both manual and automatic checklist-adding options. 

1. Start with the “Add new checklist” button; click it to go further.

Start with the “Add new checklist” button; click it to go further.

2. Consider the project you want to build a checklist for. Type it in the provided field and choose from the drop-down menu. Do the same thing with the Issue type.

Consider the project you want to build a checklist for. Type it in the provided field and choose from the drop-down menu. Do the same thing with the Issue type.

3. Select a responsible person to complete the issue. The system will create a separate issue with this checklist for each assignee if more than one user or group is chosen.

Select a responsible person to complete the issue. The system will create a separate issue with this checklist for each assignee if more than one user or group is chosen.

4. Choose a name for your checklist, and then type it into the provided field.

5. Choose from the range of text formats, colours, styles, etc.

6. Add as many action items as you need.

7. Click the “@” sign and choose the person you want to mention to add a team member to the necessary activity.

Click the "@" sign and choose the person you want to mention to add a team member to the necessary activity.

8. Click the table icon or press Shift+Alt+T to add a table to your to-do list.

9. Additionally, you can alter the layout or add such new components as divisions, choices, or quotes.

10. Please, save adjustments once you have made all the necessary additions.

Please, save adjustments once you have made all the necessary additions.

Now, your Jira checklist is ready for use. You can edit and delete it whenever you need.

How to make your recurring checklists more automated?

I guess you’ll be pleasantly surprised after reading the next few sentences. Imagine that the responsible person always receives your checklist at the appropriate moment. It doesn’t need to be set repeatedly. You can make some magic with automation.

The Recurring Checklists and Report add-on enables you to automate Jira recurring issues on a daily, weekly, biweekly, or annual basis. Try the built-in tool for recurring issues to save time and effort on routines.

How does it work?

Recurring is the name of the scheduling option for a checklist. It is accessible via the menu panel.

Set the frequency of repeating. How frequently do you want to assign the particular checklist?

Set the time. Up to minutes can be spent doing it.

If you want to stop reoccurring, select a suitable option.

The system consequently creates a Jira issue with the checklist automatically.

How to monitor checklists’ progress?

Every manager should monitor the progress of their teams. You will receive a one-page report with Recurring Checklists and Report that shows you at which stage the process is:

  • The day the list was added to the checklist;
  • The status of the current submission;
  • Information regarding the issue reports and assignee.

You can be sure that every process stage will go without a hitch. You can always modify your attempts to complete the work if it isn’t.

Takeaway

Now you know how to:

  • Create a checklist in Jira. Done ☑️ 
  • Automate the checklist. Done ☑️ 
  • Track submission process. Done ☑️ 

You can try how it works in a few clicks at the Atlassian Marketplace. You can check if it’s suitable for your team during 30 days free trial. Let yourself free more time and make the workflow process more automated.

Checklists for Jira Follow this simple guide to build recurring issues with checklists for Jira.
Karyna Tyrnavska

The author of the article

If the plan doesn`t work - change the plan, but never the goal.

Find out more about the Recurring Checklists and Report

Visit the app page for more information

Checklists for Jira Follow this simple guide to build recurring issues with checklists for Jira.

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