Add Checklist option on new issue screen (Checklist Pro)

Michael Arndt
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
August 19, 2019

I've read the documentation on how to add a default checklist to new issues. However, I don't necessarily want a default check but I would like the option to add a check using the Add Checklist button which appears AFTER I save the new issue.

Either I'm not seeing this option  in their documentation or it's not available.

1 answer

0 votes
Jack Hunter _HeroCoders_
Atlassian Partner
August 20, 2019

Hi @Michael Arndt

It is possible.

Please try to press the checklist button as presented on the screenshot below:

open-checklist-new-issue-view.png

The checklist button might also be hidden under the "..." button.

Once pressed, the empty checklist should appear on the issue page.

Let me know if that helps.

Cheers,
Jack

Michael Arndt
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
August 21, 2019

But can I get that same toolbar to appear on the new issue screen? Not the view issue screen. 

Jack Hunter _HeroCoders_
Atlassian Partner
August 22, 2019

The screenshot attached above comes from New Issue View. 

Are you asking about some other kind of view that lacks the checklist button?

Michael Arndt
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
August 22, 2019

When I click the + button it gives me a screen like this.

 

Create issue.png

Jack Hunter _HeroCoders_
Atlassian Partner
August 22, 2019

Ah, now I see. 

You want to see checklist on the "Create issue" screen, am I right?

Do you need a way to type a checklist there or maybe just load predefined checklist template

Michael Arndt
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
August 24, 2019

Load a predefined checklist.

Jack Hunter _HeroCoders_
Atlassian Partner
August 24, 2019

Hi Michael,

Loading the predefined template for newly created issues is pretty simple. Please follow our guide and let me know if that helps: https://gebsun-support.atlassian.net/wiki/spaces/IC/pages/922353675/Applying+a+template+automatically

Thanks,
Jack

Michael Arndt
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
August 24, 2019

I don't think I'm asking my question correctly but I've done enough research that I don't think what I want is possible.

From the Create Issue Screen I want to be able to load a checklist that I choose. Not simply associate a default checklist each time. It seems I need to save the issue first and from the view issue page I can then load templates.

From what I can tell this isn't possible and the closet I can get is to create an empty field for "Checklist Content YAML".

Jack Hunter _HeroCoders_
Atlassian Partner
August 25, 2019

So, what you want is "select/load template on the Create Issue screen". 

Am I right? 

Rik Viergever January 1, 2021

Dear @Jack Hunter _HeroCoders_ , i have this same request, i would like to have the option to create a checklist on the Create issue screen. Is this possible?

Jack Hunter _HeroCoders_
Atlassian Partner
January 2, 2021

Hi @Rik Viergever , 

The request from @Michael Arndt was to load a predefined checklist template on the create issue screen. We have it on our backlog and plan to implement it soon.
Is this what you need too? 

If you want to create/type your own checklist on the create issue screen, then the only option is to use the custom field: https://herocoders.atlassian.net/wiki/spaces/IC/pages/1240760326/Checklist+Text+custom+field

Let us know if that helps.

Cheers,
Jack

Like Nina Hyvärinen likes this
Rik Viergever January 2, 2021

yes that would be perfect!

Suggest an answer

Log in or Sign up to answer
TAGS
AUG Leaders

Atlassian Community Events