How to set default checklists per project and issue type in Didit - Checklists
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. Navigate to your project settings.
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.
2. Choose "Checklist settings" in the left sidebar.
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.
4. When you create a new issue of the specified type, the checklist will appear automatically.
Let's connect!
Your direct line to us - because we're more than just software, we're a community.
Whether you have burning questions, technical challenges, brilliant ideas, or just want to say hello, this is the place to do it.
Feel free to choose the option that suits your needs best, and let's start a conversation.
Personal demo
Our experts are here to guide you through every feature and answer all your questions. Don't miss out on this opportunity to supercharge your productivity.
Live chat
Join the Didit community on Discord! It's not only the ideal hub to connect directly with our development team, but also a space to engage with other users.
Feedback
Visit our Canny page to suggest and vote on new features. Your feedback helps us improve our software to better align with your needs.
Visit us on the Atlassian marketplace
Something about Didit that you really enjoyed? Let other users know about it!
Release notes
Discover what's new with Didit! Our changelog provides a detailed overview of the latest features, fixes, and enhancements.
Join our Newsletter
Subscribe and never miss out on important news, feature releases and votings.
Link to this page: https://seibert.biz/didithowtosetdefaultchecklist