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Checklist for Jira Server/DC
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Checklist for Jira Enterprise
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Item Types
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Global items |
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Default local items |
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Checklist for Jira Enterprise uses templates which can be set as a default for a given space and/or work item type. |
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Local items |
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Viewing Checklists
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View mode/Edit mode |
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Main work item panel / Side bar |
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Collapsing list / Hide complete items |
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Screens |
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⚠ There are limitation for using Checklists on Create and Transition screens. |
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Agile boards |
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Proxy fields
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Search results |
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Bulk work item update |
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Jira mobile |
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Formatting & Editing Checklists
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Concurrent editing |
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Descriptions |
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Due dates & times |
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Emojis |
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Headers |
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⚠ Headers are available, but their sections are not collapsable. |
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Hyperlinks |
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Images |
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Jira work item links |
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Mandatory/Optional |
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Markdown formatting |
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Priorities |
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Statuses |
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⚠ Configured at the Global level |
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User mentions |
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Converting Checklist Items to work items
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Convert item to work item |
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Convert item to subtask |
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Convert unchecked items to work items |
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Agile Boards
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Display read-only checklists in the work item Detail View |
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⚠ As read-only text field |
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Display checklist banners on Agile cards |
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Display checklist progress bars on Agile cards |
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⚠ Progress displayed numerically (ratio or percent) |
Jira Service Management
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Allow customers to fill in a checklist on the customer portal |
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Show checklist progress on the customer portal |
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Show view-only copy of checklist on the JSM portal |
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Dashboard Gadget
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View checklist statistics in Jira dashboard. |
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View items assigned to me in Jira dashboard. |
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Search/JQL Functions
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allItemsChecked() |
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allItemsUnchecked() |
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allMandatoryItemsChecked() |
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checklistCompletion(%) |
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itemAssignedToMe() |
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itemDueDate() |
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itemSearch() |
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Menu Functions
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Bulk operations |
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⚠ Via the Checklist Text custom field |
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Change placement of checklist (center panel or right panel) |
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Check all items |
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Convert unchecked items to work items/subtasks |
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Copy checklist |
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Modify in editor |
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Paste checklist |
⚠️ Via the editor |
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Reset checklist |
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⚠️ Not applicable |
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Search for any item |
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Search for incomplete items |
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Search for item text |
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Uncheck all items |
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Documentation |
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Contact support |
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Workflow Transitions
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Workflow condition |
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Workflow validator |
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Workflow post function |
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Templates
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Create template from checklist on work item or on from template page |
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Set template as default for space and/or work item type |
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Access templates from work item or template page |
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Filter for templates |
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Integrations
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native in Jira Cloud |
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Configuration Manager for Jira -Appfire |
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HelpDesk for Jira - Teamlead |
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work item Printer -TNG Technology Consulting GmbH
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JXL for Jira - Fine Software |
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Recurring Tasks - Gebsun Software |
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SIL Engine for Power Suite - Appfire
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Xporter - Xblend |
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Import/Export
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Checklist included in file imported from Jira |
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Checklist included in file imported from external source |
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Checklist included export file |
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Permissions
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Limit who can create checklists |
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Limit who can edit checklists |
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Limit who can view checklists |
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Development
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Use checklists with Groovy scripts |
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Use checklists with SIL scripts |
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Create an work item with a checklist via API |
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Remove checklist via API |
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Edit checklist via API |
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Retrieve global and default items via API |
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Retrieve local items via API |
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Edit checklist configuration via API |
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