Checklists and repeatable work
Create a checklist
A checklist lists the steps a request needs before it can be done.
- Open Playbooks, then Checklists. Pick a space.
- Start from a template, or choose "Create from scratch" and add items one by one.
- Choose the request types it applies to.
- Turn the checklist on. Until you do, nothing changes in Jira.
- The "Blocked work" template counts once every work item linked as "is blocked by" is done. To stop closing while it is open, add the validator to the workflow transition.
See it step by step
The same illustrated example as in the app's Help. Press Play, or go one scene at a time.
What you should see
Matching requests show the active checklist and required items contribute to progress.
If something is not right
The checklist does not appear. Check that it is turned on for this space and request type, then check existing requests from Get started.
Still stuck? See Troubleshooting, or write to [email protected].