Adding Checklists to Create and Transition Screens

Jira does not allow to show third-party elements on the Issue Create and Transition screens but you can work-around it and show Checklist Text custom field.

Uses & Limitations

When the Checklist Text custom field is present on the Create/Transition screen, you can add checklist content in the text format and get and the final checklist on the Issue View page.

Note that:

• The Save local checklist items to Jira custom fields global setting must be enabled.

• As an alternative to adding the Checklist in text format on the Creation screen, you can set a template to automatically be added when issues of a given type are created in a project.

• If you show the Checklist Text custom field on a transition screen and want to block the transition depending on the field value, you will need to use a Regular Expression validator. The built-in validators will not work in this case because of the order of operations.

• Adding the Checklist Text field to create and transition screens can only be done in Company-managed/Classic projects

Adding a Field to a Screen

1. Navigate to Project Settings > Screens. 

2. Click on the pencil icon to the right of the appropriate screen configuration as noted by the issued type.
   

   

3. Click a name of a screen that you want to configure, as noted by the operation (Create, View, Transition, etc.). You can see a list of all available screens going to Jira Settings > Issues > Screens.
   

   

4. Use the dropdown at the bottom of the list of fields to select the field you want to add to the screen.

   

5. Drag the field to the position in the list that corresponds with where you want to see the field on the issue.

Completing the Checklist Text Field

When filling out the Checklist text field, the checklist must be properly formatted. The easiest way to do this is to prepare the checklist on an existing issue and then copy it from the checklist editor.