Checklists in Cloud vs On-Prem
Okapya Software, makers of Checklist for Jira, merged with HeroCoders, makers of Issue Checklist Pro, in December of 2021. As part of the merger, we are working to consolidate our cloud products as follows:
We are in active development of a new Enterprise cloud product that will combine the features of Checklist for Jira and Issue Checklist Pro. Once the Enterprise edition is released, customers using Checklist for Jira Cloud will be migrated to it.
Issue Checklist Pro will be renamed Checklist for Jira Pro and will continue with its current features.
New Feature Announcement
Global Checklists are currently in BETA and will be available in Issue Checklist for Jira ENTERPRISE once released. Contact our support team if you currently use Issue Checklist for Jira PRO would like to participate in the Beta.
How Checklist for Jira (On-Prem) and Issue Checklist Pro (Cloud) Work
If you are moving to Cloud, then you’ll be migrating from Checklist for Jira Server/DC to Issue Checklist Pro. Both apps offer similar functionality, but in some cases achieve that functionality in different ways. This page explains how the two apps work, compares available features/functionality and describes features that will be offered in the upcoming cloud Enterprise edition.
See this page for more information on migrating your checklists from Server/DC to Cloud. If you need assistance migrating to Cloud, please contact our support team.
Checklist for Jira
Checklist for Jira creates new custom field types, allowing you to create a custom field for each checklist you use. This means that you can use your checklists anywhere you can use a Jira field, including on create and transition screens. The checklist fields are indexed and include many indexing functions for advanced JQL searches. Checklist data is stored directly in Jira and will be exported along with other Jira fields.
Each checklist can have multiple contexts that can be assigned to specific projects and issue types. This allows you to create one custom field (for example, DoD) with different checklist items for different projects/issue types.
Issue Checklist Pro
When Atlassian launched Jira Cloud, they chose to prohibit app developers from creating custom fields types such as those used in Checklist for Jira. Therefore, Issue Checklist Pro stores checklist data as text (in an external database) which is then rendered in the checklist UI on the Jira issue. Since Issue Checklist Pro does not create a custom field type, the checklists have different configuration options than the options available in Checklist for Jira. The advantages of this approach is that less support is required from the Jira Administrator (by default checklist permissions follow issue permissions: anyone who can edit the issue can create/edit checklists on the issue) and you can create limitless checklists without adding to your custom field count.
Issue Checklist Pro does create six custom fields (of standard field types) which hold metadata about the checklist.
Checklist for Jira Enterprise
The most significant difference between Checklist for Jira and Issue Checklist Pro is that Issue Checklist Pro does not offer global items. However, the Enterprise Cloud edition (planned for release in late 2022) will include Global Templates.
Global Templates will:
Be created and managed by Jira Administrators.
Be applicable to multiple projects and issue types (similar to a custom field context).
Be automatically applied when issues in the designated projects/with the designated issue type are created.
Be stored in HeroCoder’s database, not in Jira.
Be live. Similar to Global Items, any changes made to the global template will automatically be applied to all existing issues having the checklist, as well as any new issues that are created with the checklist.
Store metadata such as Checklist Complete, Checklist Progress, and Checklist Percent Progress on the Jira issue.
Not be synced with the Checklist Text field. Rather the checklist will be stored separately and linked to the appropriate issues. Only the completion status (status, checked or not checked) of individual checklist items will be stored on the issue.
If you are interested in being part of the beta testing for Checklist for Jira Enterprise, please contact our support team.
Feature Comparison: Checklist for Jira Server/DC to Issue Checklist Pro
The table below shows which Checklist for Jira features are available in Issue Checklist Pro (or how Issue Checklist achieves similar functionality), as well as the features to be included in the upcoming Enterprise edition.
Checklist for Jira Server/DC | Issue Checklist Pro | Checklist for Jira Enterprise | |
|---|---|---|---|
Item Types | |||
Global items |
|
Issue Checklist Pro does not currently support Global checklist items. However, this feature will be added to the Enterprise edition. |
|
Default local items |
|
Issue Checklist Pro uses templates which can be set as a default for a given project and/or issue type. |
|
Local items |
|
|
|
Viewing Checklists | |||
View mode/Edit mode |
| ⚠ Issue Checklist Pro does not have a view only mode. However, it does allow you to set permissions to control who can view and work with checklists (see Permissions below). | ⚠ As currently implemented in Issue Checklist Pro |
Main issue panel / Side bar |
|
|
|
Collapsing list / Hide complete items |
| ⚠ Issue Checklist Pro allows users to show or hide completed items. Incomplete items in the checklist are always shown. |
|
Screens |
| ⚠ The Issue Checklist Pro UI is not available on Create and Transitions screens. A text field representation of the checklist can be used as a workaround. | ⚠ As currently implemented in Issue Checklist Pro |
Agile boards |
|
|
|
Proxy fields |
|
Issue Checklist Pro provides custom fields that display checklist progress as a ratio and as a percentage, but does not offer a graphic representation. |
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Search results |
|
|
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Bulk issue update |
|
|
|
Jira mobile and Jira app for OSX |
|
|
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Formatting & Editing Checklists | |||
Concurrent editing |
|
|
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Descriptions |
|
|
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Due dates & times |
|
Issue Checklist Pro supports due dates, but does not support alternative date formats, including those that include time. |
|
Emojis |
|
|
|
Headers |
| ⚠ Issue Checklist Pro allows you to add separators to checklists, but does not support collapsing the section under the heading, or moving the entire section at once. | ⚠ As currently implemented in Issue Checklist Pro |
Hyperlinks |
|
|
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Images |
|
|
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Jira issue links |
|
|
|
Mandatory/Optional |
|
|
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Markdown formatting |
|
|
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Priorities |
|
|
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Statuses |
| ⚠ Both Checklist for Jira and Issue Checklist Pro allow you to use statuses in place of simple checkboxes, and both apps allow you to create custom statuses. However, custom statuses in Checklist for Jira are specific to the individual checklist where as in Issue Checklist Pro custom statuses are for the entire Jira instance. | ⚠ As currently implemented in Issue Checklist Pro |
User mentions |
|
Both apps allow you to mention/assign users on checklist items. In Checklist for Jira, there is an assignee field (single user) for each item and users can then view items that are assigned to them by using the In Issue Checklist Pro, you can use @mentions. An auto-complete popup will allow you to select the appropriate user or users. You can automatically send emails to mentioned user(s) and mentioned users can also see items assigned to them in a dashboard gadget. |
|
Converting Checklist Items to Issues | |||
Convert item to issue |
|
|
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Convert item to subtask |
|
Creating subtask issues from checklist items is in the Issue Checklist Pro backlog, but is currently blocked by ACJIRA-1487. |
|
Convert unchecked items to issues |
|
|
|
Agile Boards | |||
Displaying read-only checklists in the Issue Detail View |
| ⚠ The full checklist is available in Issue Detail View. Modifying the checklist can be controlled with permissions (see below). | ⚠ As currently implemented in Issue Checklist Pro |
Displaying checklist banners on Agile cards |
|
Due to limitations of how Jira cloud functions, it is technically not possible to implement this feature. |
|
Displaying checklist progress bars on Agile cards |
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Issue Checklist Pro provides Checklist Progress and Checklist Progress Percentage custom fields that can be shown on agile boards, but due to limitations of how Jira cloud functions, it is technically not possible to offer a graphic representation of checklist progress. |
|
Jira Service Management | |||
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 | |||
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 | |||
allItemsChecked() |
|
Issue Checklist Pro uses one of the expressions below :
|
|
allItemsUnchecked() |
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Issue Checklist Pro uses the expression |
|
allMandatoryItemsChecked() |
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Accessed via an issue property: {{issue.properties.checklist.mandatoryItemsCompleted}} |
|
checklistCompletion(%) |
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Issue Checklist Pro includes a Checklist Progress % number field that can be searched with the <, >, = operators. |
|
itemAssignedToMe() |
|
Issue Checklist Pro uses the expression below, allowing you to search for any mentioned user based on their User Account ID.
|
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itemDueDate() |
|
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itemSearch() |
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Issue Checklist Pro uses the expression:
|
|
Menu Functions | |||
Bulk operations |
| ⚠ Issue Checklist Pro supports bulk operations, however, they are not available from the checklist panel menu. | ⚠ As currently implemented in Issue Checklist Pro |
Change placement of checklist (center panel or right panel) | ⚠️ In development |
|
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Check all items |
|
|
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Convert unchecked items to issues |
|
|
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Copy checklist |
|
|
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Modify in editor |
|
Accessed by a separate button in the tool bar. |
|
Paste checklist | ⚠️ Via the editor |
|
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Reset checklist |
|
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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 |
|
|
|
Contact support |
|
|
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Workflow Transitions | |||
Workflow condition |
|
|
|
Workflow validator |
| ⚠ Issue Checklist Pro allows you to validate for:
| ⚠ As currently implemented in Issue Checklist Pro |
Workflow post function |
|
Issue Checklist Pro allows you to validate for:
|
|
Templates | |||
Create template from checklist on issue or on from template page |
|
|
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Set template as default for project and/or issue type |
|
|
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Access templates from issue or template page |
|
|
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Filter for templates |
|
|
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Integrations | |||
native in Jira Cloud |
|
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Configuration Manager for Jira -Appfire |
|
|
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HelpDesk for Jira - Teamlead |
|
Not applicable. (No cloud version available.) |
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Issue Printer -TNG Technology Consulting GmbH |
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Not applicable. (No cloud version available.) |
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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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Not applicable. (No cloud version available.) |
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Xporter - Xblend |
|
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Import/Export | |||
Checklist included in file imported from Jira |
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Via Checklist Text custom field. All checklists on the issue will be included in one field. |
|
Checklist included in file imported from external source |
|
Via Checklist Text custom field. All checklists on the issue will be included in one field. |
|
Checklist included export file |
|
Via Checklist Text custom field. All checklists on the issue will be included in one field. |
|
Permissions | |||
Limit who can create checklists |
|
Via checklist custom permission. |
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Limit who can edit checklists |
|
Via checklist custom permission. |
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Limit who can view checklists |
|
Via checklist custom permission. |
|
Development | |||
Use checklists with Groovy scripts |
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See Scritprunner example. |
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Use checklists with SIL scripts |
|
See PowerScripts example. |
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Create an issue 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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|
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Retrieve global and default items via API |
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|
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Retrieve local items via API |
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Edit checklist configuration via API |
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