Quick Links

Getting Started

• Features

• Quick Start Guide

  • Use Case Examples

  • Checklists in Place of Subtasks

• Upgrading & Downgrading

• Migration Resources

• FAQ

Configuration

• Global Configurations

  • Enable Projects

  • Global Settings

  • Global Checklists

  • Permissions

  • Checklist Item Statuses

  • Import

• Project Settings

• User Settings

• Notifications

• Data Residency

Checklist Custom Fields

• Checklist Completed

• Checklist Progress

• Checklist Progress %

• Checklist Text

• Checklists Text – View Only

Creating Checklists

• Creating a New Checklist

• Copying & Pasting Checklists

• Loading a Checklist Template

• Adding Checklists to Create and Transition Screens

• Bulk Adding Checklists

• Cloning Checklists

• Automatically Adding Checklists on Work Item Creation
  

Formatting Checklists

• Concurrent Editing

• Formatting Checklist Items

  • Checkbox vs Status

  • Optional vs Mandatory

  • Convert checklist item to Jira Work Item

  • Edit Item

  • Delete Item

  • Reorder Items

  • Add Item Description

  • Add Dates

  • Add Emojis

  • Add Work Item Keys

  • Add URLs

  • Add User Mentions

• Rich Text / Markdown Formatting

• Names, Headings, Separators

• Checklist Items

• Using the Checklist Editor

Using Checklists

• View Mode (Vertical or Tabs)

• Change Completion State of All Items

• Convert Checklist Item to Jira Item or Subtask

• Show Progress on Board Cards

• Find Assigned Checklist Items

• Jira Mobile

• JSM Portal

• Mention / Assign User

• Multiple Checklists per Work Item

• Hide Checklists or Checklist Items

• Delete a Checklist

• Checklist History

• Search & JQL

Templates

• Creating Templates

• Editing, Renaming & Deleting Templates

• Setting a Default Template

• Adding Templates to Work Items

• Included Templates

• Template Permissions

Workflow Integrations

• Clear Checklist on Transition

• Mark All Items Complete on Transition

• Modify Checklist on Transition

• Validate All Checklist Items Complete

• Validate All Mandatory Checklist Items Complete

• Validate Checklist Not Empty

• Validate for Specific Checklist Item

• Validate All Items on Specific Global Checklist Complete

Automation

• Overview

• Add Second Template When Work Item Created

• Add Checklist Based on Field Value

• Add Label When Given Checklist Item Completed

• Append Checklist Items on Transition

• Apply Checklist Template

• Apply Template to New Subtask

• Change Checklist Item to Custom Status on Transition

• Close Work Item When Checklist Completed

• Create Checklist from Email Request

• Create Checklist Item from Dropdown Selection

• Create Items with Checklists on a Schedule

• Disable Checklists on Newly Created Projects

• Reopen Work Item If Checklist Becomes Incomplete

• Replace Checklist Items on Transition

• Reset Checklist Daily

• Send Slack Message with Checklist Progress

• Transition Work Item When Specific Checklist Complete

• Transition Work Item When Specific Checklist Item Complete

• Validate Checklist Complete - Team Managed Projects

Advanced Usage

• Checklist API

• Integrations

• Entity Properties

Importing & Exporting

• Importing Work Items with Checklists

• Importing Checklists onto Existing Work Items

• Importing Checklists – Multiple Jira Instances

• Importing Checklists from Other Apps

• Troubleshooting Imports

• Exporting Checklists

Cloud Migration

• How Checklists Work On-prem vs Cloud

• Configuration and UI Differences

• On-prem vs Cloud Feature Comparison

• Migrating from On-prem

• Migration Troubleshooting

Support

• Installing, Uninstalling & Updating

• Find Current Version

• Find Current License Status

• Generate Support Files

• Adding / Hiding Custom Fields

• Adding a Field to a Screen

• Find Custom Field ID

• Find Work Item ID

• Find Template ID

• Find User Account ID

• Get Entity Properties

• Problems Loading Checklists

• Refresh List of Templates

• Troubleshooting validators, JQL search and displaying checklists progress

• Open Atlassian Bugs / Requests