Apply the Checklist to the Hierarchy

To apply the Checklist to the Hierarchy needs:

Apply the Checklist to the Hierarchy

To apply the Checklist to the Hierarchy Node:

  1. Create the Checklist that you want to use in the Hierarchy

  2. Open the ‘Create/Edit’ Hierarchy page

  3. Click on the Node Name in the ‘Summary’ column

  4. Find and click the ‘Checklist’ field

Different Checklists can be applied to the different Hierarchy Nodes.

Several checklists can be used in one Hierarchy Node.

The Checklist is not added automatically to the child Nodes.

  1. Select the Checklist that you want to add to the Hierarchy Node

 

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Now the Checklist was added to the Hierarchy Node. After applying the Hierarchy the Checklist will be automatically added to the created Jira Issue.

To use the checklist in the Hierarchy.mp4

 

Bulk changes for adding a Checklist to several Hierarchy Nodea at one time

To add a checklist for several Nodes at one time - you can use the bulk changes function.

Learn more about bulk changes: Bulk edit the Hierarchy Nodes | How to Bulk edit the Hierarchy Nodes