Apply Template to New Subtask

This rule adds a Checklist Template when new subtasks are created.

Limitations

If you are using Checklist for Jira ENTERPRISE , note that this rule cannot add Global Checklist to a subtask. Global Checklists are linked to issues via a checklist context.

Modifications

This example uses the Issue created trigger. You can modify the rule to use another trigger such as Issue transitioned. Do not use the generic Issue updated trigger because when the checklist template is added to the issue, an “issue updated” event is sent by Jira which may make the automation rule run repeatedly.

Apply Template to new Subtask

1. Ensure the Apply checklist templates from issue labels global setting is enabled.
   

   

2. Note the name of the template you wish to apply, and ensure that the name does not include spaces.
   

   

3. Navigate to Project Settings > Automation (or Jira Settings > System > Automation rules).

4. Click Create rule.

5. Select the Issue created trigger and click Save.

6. Click Add component and select New condition.

7. Select Issue fields condition.

8. Use the dropdowns to select Issue Type, equals, and Sub-task. Click Save.
   

   

9. Click Add component and select New condition.

10. Select Issue fields condition.

11. Add conditions to ensure to the template is only applied to the intended subtasks, not all subtasks that are created. For instance, Summary, contains, Configuration. Click Save.
    

    

12. Click Add component and select New action.

13. Select Edit issue.

14. Select Labels as the field to be edited, and enter the name of the template.

15. Click Save.
    

    

16. Name the rule and click Turn it on.