Administrator's Guide

Checklists for Jira can be used out of the box, but you can also optimize it for your teams:

• Enable on Projects
  You can set Checklists for Jira on all projects by default, or enable Checklists for individual projects.
  

• Configure Global Settings
  Global setting allow you to control how Checklists work in your instance – including the main title of the Checklist panel, how checklist templates are applied to issues and how checklists are synced with custom fields.
  

• Create Global Checklists to Lock Down Compliance
  Create admin-controlled, live checklists that are automatically applied to Jira work items via a Checklist context.
  

• Set Up Permissions
  Control who can view and work on checklists and checklist templates.
  

• Configure Checklist Item Statuses
  Choose simple checkboxes or statuses for your checklist items. Use the defaults or create you own custom item statuses.
  

• Set data residency location – (Enterprise only)
  Pin your Checklist data to the US or the EU.
  

• Integrate Checklists with Workflows
  Set up validators and post functions to integrate checklists with your Jira workflows.
  

• Learn About Checklist Integrations
  Discover what’s possible by integrating checklists with other apps and the Jira API.