Checklists and repeatable work

Create a checklist

A checklist lists the steps a request needs before it can be done.

ForJira admins and permitted space admins

Before you startPick a space, request types and the conditions that mean a request is complete.

  1. Open Playbooks, then Checklists. Pick a space.
  2. Start from a template, or choose "Create from scratch" and add items one by one.
  3. Choose the request types it applies to.
  4. Turn the checklist on. Until you do, nothing changes in Jira.
  5. 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.
Playbooks, then Checklists. Example data.
RequestOps: Playbooks, then Checklists

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].