Checklist Basics

Add an Item to the Checklist

To add an item to the checklist, simply type the item in the text box at the top of the list. Hit enter or click on the checkmark when you’re done.

Enable Statuses

Checklists can use simple checkboxes, statuses or both. To enable statuses for checklists in a project:

1. Go to Project Settings > Apps > Checklist.

2. Use the dropdown to select checkboxes, status or both.

Sync to Custom Fields

Checklist data can be automatically saved in the Checklist Text custom field. This makes the checklist usable with automation and other advanced uses. To save checklist data to the Jira custom field:

1. Navigate to Jira Settings > Marketplace apps and select Global settings under the work item Checklists heading.

2. Use the toggle to enable the Sync checklist to Custom Fields option.

Checklist Item Functions

Hovering over a checklist item reveals a menu that allows you to:

• Make the item required or optional (enforced by a workflow validator)

• Add multi-line descriptions to the item

• Create a Jira work item from the checklist item

• Delete the checklist item

• Reorder the checklist item

Format Checklist Items

Checklist items can include emojis, due dates, descriptions and rich text formatting.

Assign a Checklist Item

Use @ mentions to assign a checklist item to a user.

Quick Access Menu

Click on the … menu to the right of the Checklist title to quickly access checklist options.

If you are using multiple checklists on a work item, the upper menu will impact all checklists, and the others will only impact the specific checklist it is associated with.

Create a Template

To create a checklist template:

1. Click on the More menu in the upper nav bar and select Checklist from the list.

2. Click Create template.

3. Build the checklist, name it and click Save.

*You can view, edit or delete any template form this page.

Add a Template to a Work Item

1. Click on the …menu at the top of the checklist.

2. Select Load templates.

3. Select the appropriate template.

4. Click Load template.

Set a Default Template

Default templates will be added automatically whenever a work item of the indicated type is created.

To set a template as a default:

1. Click on the More menu in the upper nav bar and select Checklist from the list.

2. Click Set default for the appropriate template.

3. Select the work item types / request types you want the template to be automatically applied to.

4. Click Save.