Automation Actions
Swift Checklist provides two automation actions that allow you to manage checklists automatically using Jira Automation rules.
Edit Swift Checklist
This action adds items to a Swift Checklist from text input or a template. You can also clear existing items before adding new ones.
How to add this action to an automation rule
Open your Jira Space and navigate to Space Settings > Automation.
Create a new rule or edit an existing one.
Add a trigger (e.g., "Work Item created", "Work Item transitioned", "Scheduled", etc.).
Click Add component > New action, then search for Edit Swift Checklist.
The action configuration screen will appear:
Configuration options
Option | Description |
|---|---|
Clear existing items | When checked, all existing checklist items are removed before adding new ones. |
Checklist Items | A multi-line text area where you define the items to add (see syntax below). |
Text syntax
Each line represents one checklist item. Use the following format:
Syntax | Description | Example |
|---|---|---|
| Unchecked item (to-do) |
|
| Checked item (done) |
|
| Add a tag (use underscores for multi-word tags) |
|
| Group items under a tab |
|
| Assign item to a user |
|
| Include a mention in the label text |
|
Example input
- Set up CI pipeline #URGENT
- Write unit tests #IN_PROGRESS
+ Create repository
/Documentation
- Write API docs #OPTIONAL
- Update README
This creates five items: three ungrouped items (one already checked) and two items under the "Documentation" tab.
Check All Swift Checklist Items
This action marks all checklist items as completed. It is useful for automating checklist completion when an issue transitions to a "Done" status.
How to add this action to an automation rule
Open your Jira space and navigate to Space Settings > Automation.
Create a new rule or edit an existing one.
Add a trigger (e.g., "Issue transitioned to Done").
Click Add component > New action, then search for Check All Swift Checklist Items.
The action is pre-configured automatically. No additional setup is required.
Behavior
All unchecked items in the checklist are marked as checked.
Items tagged as
OPTIONALare included by default.Items that have the
IN PROGRESStag will have it automatically removed when checked (if the tag is configured with "Clear on check" in Global Settings).If the checklist is empty or all items are already checked, the action completes without making changes.
Example automation rules
Auto-populate checklist on work item creation
Trigger: Work item created Action: Edit Swift Checklist
Use this to automatically add a standard checklist to every new work item in a space.
Complete checklist when issue moves to Done
Trigger: Work item transitioned to "Done" Action: Check All Swift Checklist Items
Use this to automatically check off all remaining items when an issue is resolved.
Replace checklist when issue moves to a new stage
Trigger: Work item transitioned to "In Review" Action: Edit Swift Checklist (with "Clear existing items" enabled)
Use this to replace the checklist with a review-specific set of items when the issue enters the review stage.