Documentation For admins
Jira Automation Admin
The app adds an Automation action, Add Checklist Template, that puts a template on an issue — for example, your Definition of Done on every new story.
Add the action to a rule
- Open Project settings → Automation and select Create rule.
- Choose a trigger — for example, Work item created.
- Add an action and search for Add Checklist Template.
- Choose a Project, then a template under Select Checklist Template.
- Name the rule and turn it on.
The Project list offers the projects you can see, and the template list shows that project's templates. Pick the project the rule runs in, so each team gets its own version of the process.
Example: Definition of Done on every new story
| Trigger | Work item created |
|---|---|
| Condition | Work item type is Story |
| Action | Add Checklist Template → your project → Definition of Done |
The action works with any trigger — when a work item is created, when it moves to a status, or when a field changes. Each run adds a new checklist named after the template, and the activity history records it.
A rule that runs more than once on the same issue adds another copy each time. Choose a trigger or condition that fires once per issue.
If a rule fails
The reason appears in the rule's Audit log:
| Message | What to do |
|---|---|
| No template selected | Edit the rule and choose a template. |
| No project selected… | Edit the rule and choose a project and template again. |
| Template not found | The template was deleted. Edit the rule and choose another one. |
| This issue has too many checklists to add another. | Remove unused checklists from the issue. |