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Configuration & UI Differences in Cloud

Rather than using a custom field type, checklists in cloud are stored in an external cloud database, then rendered in the checklist UI on the Jira work items (read more about the difference between Checklists in on-prem and cloud). This page describes the different configuration settings, as well as differences in the UI.

Configuration

Enabled Projects

Checklists for Jira Enterprise can be enabled for individual projects, or all projects in your Jira instance. See this page for more information.

Global Settings

This page (Jira Settings > Marketplace apps> Checklist for Jira Enterprise > Global Settings) allows you to configure settings for the checklist, including settings that govern how/where the checklists appear on Jira work items.

Settings which were on the Parameters page in Checklists for Jira Data Center may be found here.

Some of the settings configured here can be overridden at the project level (see below).

See this page for more information.

Permissions

Permissions that are specific to the custom field in Data Center are configured per project in Cloud.  By default, users who have permission to view/edit the Jira work item have permission to view/edit the checklists. However, you can override this with specific permissions to control who can view, and who can work with checklists. See this page for more information.

Note that permissions are not included in the migration, so you will want to review/reconfigure them once the import is complete.

Project

Project Settings

In Checklists for Jira Enterprise, some global settings can be overridden by project specific settings:

Navigating to Project Settings > Apps > Checklist for Jira Enterprise allows you to configure settings for the project (overriding settings that are configured at the global level):

  • Enabling checklists in the project

  • Using checkboxes, statuses or both to indicate the state of checklist items

  • Sending email notifications (with a project-specific subject line) when a user is mentioned in a checklist item.

See this page for more information.

Project Templates

Checklists for Jira Enterprise allows users to create and manage checklist templates for the project without having Jira Admin permission. A template can be set as a default template for specific projects/work item types. See this page for more information.

Jira Work Items

The UI on the work item panel is similar to Checklist for Jira Data Center, except that:

The field for entering checklist items is visible by default.

If the settings have been configured to show both statuses and checkboxes, statuses will remain visible even when the item is complete.

A separate, extended menu is available for checklist operations.

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