Checklists for Jira Documentation

Features (Free, Pro & Enterprise Comparison)

Limitations of Checklists for Jira Free

Checklists for Jira (Free) allows up to 100 visible checklist items (including separators / headers) per Jira work item, and a total of 10,000 checklist items per instance. You can also create up to six checklist templates.

When there are more than 100 items (including headers) on a single Jira work item, only the first 100 will be displayed. Over the limit items on those checklists can be viewed via the Checklist Editor, the Checklist Text custom field, or by upgrading to Checklist for Jira (Pro) or Checklist for Jira (Enterprise).

The total number of checklist items per instance is calculated daily and includes checklist items on closed Jira work items. When an instance is approaching (has 9,000 or more) the limit of 10,000 checklist items, a warning will be displayed. When the 10,000 item limit is reached, it is no longer possible to add additional checklist items (either via the Checklist UI, a checklist template or the Checklist text custom field). All other item operations (checking/unchecking, editing, replacing or deleting) will still be available on existing checklist items.
Upgrade to Checklist for Jira (Pro) or Checklist for Jira (Enterprise) or delete existing items to restore the ability to create new checklist items.

Upgrading

You can upgrade to another version of the app without losing checklist data. See this page for more information.

Comparison of Free, Pro and Enterprise

Enterprise subscriptions come with priority support including discovery meetings, demo calls and guided support.


Checklist for Jira

Using Checklists on work items

enterprise

pro

free

Multiple lists per Jira work item

Click to expand...

Include multiple checklists on a single Jira work item. Learn more.

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Number of checklist items per Jira work item allowed

1000

1000

100

Total number of checklist items allowed

unlimited

unlimited

10 000

Toggle all checklist items

Click to expand...

Instantly check, or uncheck, all items in a checklist. Learn more.

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Toggle all checklist items to target status

Click to expand...

Change the status of all checklist items in one go. Learn more.


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Concurrent editing

Click to expand...

Checklists supports simultaneous editing of the checklist in multiple windows, allowing more than one user to work at the checklist at the same time, minimizing risk that data will be overwritten or lost.

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Show checklist progress on cards in Jira boards

Click to expand...

Show Checklist Progress (or Checklist Progress % or Checklist Completed) on cards in Jira boards. Learn more.

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Convert item into an Jira work item

Click to expand...

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Convert incomplete items into subtasks

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Adding Checklists to Jira Work Items

enterprise

pro

free

Ad-hoc

Click to expand...

Any user with permission to edit the work item can create checklists on the fly. Learn more.

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Copy and paste

Click to expand...

Copy and paste checklists from other Jira work items, bullet lists, trello…wherever. Learn more.

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Bulk add

Click to expand...

Instantly add a checklist to multiple Jira work items. Learn more.

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Clone checklists

Click to expand...

Cloning checklists for cloned Jira work items works out of the box. Statuses of cloned checklist items are set to unchecked/open. Learn more.

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Checklist Formatting

enterprise

pro

free

Descriptions

Click to expand...

Include collapsable, multiline descriptions for any checklist item. Learn more.


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Due dates

Click to expand...

Include due dates for individual checklist items. Learn more.

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Emojis

Click to expand...

Include emojis on checklist items. Learn more.

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Headings/Separators

Click to expand...

Headers/Separators can be used to divide a checklist into parts. Learn more.

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work item links

Click to expand...

Jira work item keys are rendered as clickable links. Learn more.

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Item statuses

Click to expand...

Use simple checkboxes or statuses for each checklist item. Learn more.

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Markdown

Click to expand...

Markdown formatting allows you to use rich text on checklist items. Learn more.

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URLs

Click to expand...

URLs are rendered as clickable links. Learn more.

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User mentions

Click to expand...

Assign checklist items to a user. Learn more.

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Global Checklists & Templates

enterprise

pro

free

Global Checklists

Click to expand...

Standardize processes with admin managed, live, Global checklists.

Learn more.

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Pre-built templates

Click to expand...

Use pre-built templates for:

  • Definition of done for a story

  • Definition of done for a task

  • Security review

  • UI tested on

Learn more.

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4

4

4

Set default templates

Click to expand...

Automatically add a template when Jira work items of a given Jira work item type/request type are created. Learn more.

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Number of templates allowed

unlimited

unlimited

6

Automation

enterprise

pro

free

Integrate checklists with automation

Click to expand...

Use checklists with automation for use cases such as:

  • Add a checklist based on a custom field value

  • Add a checklist based on a label

  • Apply a checklist template

  • Add a label when a specific checklist item is completed

  • Add checklist items on transition

  • Close Jira work item when checklist completed

  • Create checklist from email request

  • Create checklist item from dropdown selection

  • Create Jira work items with checklists on a schedule

  • Reopen Jira work item if checklist becomes incomplete

  • Replace checklist items on transition

  • Send slack message with checklist progress

Learn more.

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Assign Checklist Items

enterprise

pro

free

Find items assigned to me

Click to expand...

Any user can quickly find all incomplete checklist items assigned to them. Learn more.

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Find items assigned to given user

Click to expand...

Jira administrators can find incomplete checklist items which have been assigned to any user. Learn more.

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Dashboard gadget

Click to expand...

Users can add the Assigned checklist items gadget to their dashboards to see a list of all incomplete checklist items assigned to them. Learn more.

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Email notification when the user is mentioned

Click to expand...

Send email notifications to users who are mentioned in checklist items. Learn more.

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Workflow Rules, Post Functions & Validators

enterprise

pro

free

Clear checklist on transition

Click to expand...

Remove a checklist when an Jira work item transitions to a new status. Learn more.

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Mark all items complete on transition

Click to expand...

Mark all checklist items as complete when a Jira work item transitions to a new status. Learn more.

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Modify checklist on transition

Click to expand...

Change or append checklist items when a Jira work item is transitioned. Learn more.

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Validate all items complete

Click to expand...

Validate that all checklist items have been completed. Learn more.

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Validate mandatory items complete

Click to expand...

Validate that mandatory checklist items have been completed. Learn more.

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Validate checklist not empty

Click to expand...

Validate that the checklist has one or more checklist items. Learn more.

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Validate for specific checklist item

Click to expand...

Validate for a specific checklist item. Learn more.

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Validate specific global checklist

Click to expand...

Checklists for Jira (Enterprise) lets you validate for the completion of a specific Global checklist.

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Configuration Settings

enterprise

pro

free

Works out of the box – no configuration required!

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Global settings

Click to expand...

Configure global settings such as syncing with custom fields, whether to allow multiple checklists per Jira work item, labels integration and statuses for checklist items. Learn more.


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Projects settings

Click to expand...

Project Administrators can enable or disable Checklists for a given project and enable statuses for checklist items, overriding the global settings. Learn more.

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User settings

Click to expand...

Users can configure where the checklist is shown on the Jira work item (main panel or right side panel), and whether completed items are shown or hidden. Learn more.

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Permissions

Click to expand...

Set custom permissions for who can view and/or work on checklists. Or let checklist permissions follow the Jira work item permissions. Learn more.

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limited

Rename checklist title

Click to expand...

Select the title of the checklist (Acceptance criteria, Checklist, Definition of done, Success criteria, Testing notes). Learn more.

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Jira Service Management

enterprise

pro

free

Checklists available for Service agents

Click to expand...

Service agents can use checklists on JSM requests in the same ways checklists are used on other Jira work items.

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Checklist progress visible on customer portal.

Click to expand...

Checklist progress can be shown on the JSM portal. Learn more.

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Read-only checklist visible on customer portal

Click to expand...

A read-only view of the checklist can be enabled on the customer portal. Learn more.

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Enable portal view of checklist and checklist progress per work item.

Click to expand...

When the Show checklist and Show Checklist Progress on the JSM portal settings are enabled for a project, agents still have the option of hiding the checklist/checklist progress on individual requests.

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Custom Fields

enterprise

pro

free

Checklist Completed

Click to expand...

A read-only, single line text field with a value of “All Completed” or “Not Completed”. It can be used in automation or validators. Learn more.

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https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/information.png Note that this field only stores the completions status of local checklists associated with the work item. Global Checklists are note included.

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Checklist progress

Click to expand...

A read-only, single line text field with a value of “Checklist: x/y” where x is the number of completed items in the list and y is the total number of items. It can be shown in search results or on cards in Jira boards. Learn more.

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Checklist progress %

Click to expand...

A read-only, number field that shows the percent of checklist items which have been completed. It can be shown in search results or on cards in Jira boards. Learn more.

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Checklist text

Click to expand...

Multi-line text field that stores the contents of the checklist(s) and can be usedto read or modify the checklist(s). The value of the field can be automatically synced with the checklist. It can be used with search, automation, scripts, importing and exporting checklists. Learn more.

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https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/information.png Note that this field only references local checklists on the work item. The contents of Global Checklists are not included.

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Checklist text view-only

Click to expand...

A view-only copy of the Checklist Text field without user mentions or item descriptions. Learn more.

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https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/information.png Note that this field only references local checklists on the work item. The contents of Global Checklists are not included.

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Search & JQL

enterprise

pro

free

Built-in search functions

Click to expand...

Built-in search functions redirect to the Jira Work Item Search page where they can be combined with additional JQL clauses. Learn more.

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JQL extensions

Click to expand...

Use he following fields and functions to search for Jira work items using JQL. Learn more.

activeChecklistItems

checklistItemsCount

hasActiveChecklistItems

"Checklist Text" ~ "abc"

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Search user mentions

Click to expand...

Search for all items mentioning a given user. Learn more.

"Checklist Text" ~ "\"@user-account-id\""

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Show checklist progress in search results

Click to expand...

Include Checklist progress (or any of the checklist custom fields) in search results. Learn more.

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Jira Mobile

enterprise

pro

free

Mobile compatible

Click to expand...

Checklists can be used in Jira Mobile when the checklist panel is displayed on the right side panel of the desktop browser view.  Learn more.

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Importing & Exporting

enterprise

pro

free

Create new Jira work items with checklists

Click to expand...

Create new Jira work items with checklists via a CSV import. Learn more.

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Import checklists onto existing work items

Click to expand...

Import checklists onto existing Jira work items via a CSV file. Learn more.

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Import checklists from multiple Jira instances

Click to expand...

Include checklists when merging multiple Jira instances via the External System Import wizard. Learn more.

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Import from other cloud apps

Click to expand...

A wizard makes it easy to import from other checklist apps. Learn more.

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Import from Checklist for Jira Server / Data Center

Click to expand...

Migrate checklists from the Data Center versions of Checklist for Jira using the Jira Cloud Migration Assistant. Learn more.

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Include checklists in exports of Jira work items

Click to expand...

Include checklists when you do a standard export//Jira backup, or when you use Better PDF Exporter or Xporter for Jira. Learn more.

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Integrations

enterprise

pro

free

Elements Copy & Sync

Click to expand...

Copy Jira work items with their checklists and item statuses, and synchronize to keep the checklists on both work items in sync. Learn more.

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JXL for Jira

Click to expand...

Include Checklist Custom fields in spreadsheets that allow you to view, sort, and edit Jira work items. Learn more.

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Powerscripts

Click to expand...

Use checklists with Powerscripts – For instance, add a checklist when a Jira work item is transitioned depending on the value in a custom field. Learn more.

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Recurring Tasks

Click to expand...

Use checklists with Recurring Tasks – Add a checklist to an automatically generated recurring Jira work item/subtask. Learn more.

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Scriptrunner

Click to expand...

Use checklists with Scriptrunner – For instance, create new Jira work items from checklist items when an work item is transitioned. Learn more.

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Xporter

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Use checklists with Xporter to include checklists with exported Jira work items. Learn more.

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Audit History

enterprise

pro

free

Recent changes

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The author and time stamp of recent changes are shown in a tool tip. Learn more.

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Full checklist history

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The Checklist history tab provides a searchable, sortable record of all changes to the checklist. Learn more.

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https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/check.png

unlimited days /
1000 entries

https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/check.png

unlimited days /
1000 entries

https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/check.png

last 30 days / 100 entries

Jira history

Click to expand...

Changes to the checklist are also logged on the Jira history tab. Learn more.

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API

enterprise

pro

free

APIs

Click to expand...

Use the API with Checklists to:

-Retrieving a checklist

-Creating or updating a checklist

-Deleting a checklist

Learn more.

https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/check.png

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Security & Support

enterprise

pro

free

Fully supported / SLA

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GDPR compliant

https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/check.png

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Cloud Fortified

https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/check.png

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Status Page

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Data Residency

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