Quick Start Guide
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.
Checklists
Add a Checklist to an IssueTo add a checklist to an issue, click on the Checklist icon. To ensure checklists are always visible, go to Jira Settings > Apps and select Global settings under the Issue Checklist heading. Use the toggle to enable Show checklist always (New Issue View). | ![]() |
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Add an Item to the ChecklistTo add an item to the checklist, simply type the item in the text box at the top of the list. Hit enter or click on the checkmark when you’re done. | ![]() |
Enable StatusesChecklists can use simple checkboxes, statuses or both. To enable statuses for checklists in a project:
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Save to Custom FieldsChecklist data can be automatically saved in the Checklist Text custom field. This makes the checklist usable with automation and other advanced uses. To save checklist data to the Jira custom field:
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Checklist Items
Checklist Item FunctionsHovering over a checklist item reveals a menu that allows you to:
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Format Checklist ItemsChecklist items can include emojis, due dates, descriptions and rich text formatting. | ![]() |
Assign a checklist ItemUse @ mentions to assign a checklist item to a user. | ![]() |
Checklist Templates
Save a Checklist as a TemplateWant to reuse a checklist? You can save it as a template. To save a checklist as a template:
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Create a TemplateTo create a checklist template:
*You can view, edit or delete any template form this page. | ![]() |
Add a Template to an Issue
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Set a Default TemplateDefault templates will be added automatically whenever an issue of the indicate type is created. To set a template as a default:
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