Upgrading from Checklist for Jira Cloud to Checklist for Jira Enterprise

If you updated by mistake or are not ready for the latest version, we can guide you through the process of downgrading. Please reach out to our support team for assistance. However, please note that the legacy version will only be supported until the end of 2024, after which it will no longer be available.

Checklist for Jira | Free, Checklist for Jira | Pro, and Checklist for Jira | Enterprise use a common codebase. Therefore, you can only use one of these products at a time. If you have been using Checklist for Jira | Pro and Checklist for Jira Cloud simultaneously, you will need to uninstall Checklist for Jira | Pro before updating from Checklist for Jira Cloud to Checklist for Jira | Enterprise.

Upgrading from Checklist for Jira Cloud to Checklist for Jira Enterprise is free. Your existing license will be used and no additional cost will be applied.

To upgrade to Enterprise:

1. Log in as an administrator and navigate to Jira Settings > Apps > Manage Apps.

2. The Checklist for Jira app will have an Update button.
   

3. Click on Checklist for Jira to see a description of the update.
   

4. Click Update.

5. Click Accept & update to confirm the update. (The Act on a Jira user’s behalf permission is only used for to avoid automatic upgrading.)
   

   

6. You will see a confirmation message.
   

   

7. The app description will refresh. Click on the Get Started button.
   

   

8. To migrate your checklist data to the new app, click Start import. If you are migrating for the first time, you can ignore the Overwrite existing data toggle.
   
   

   

   
   

9. A message will indicate that the import is scheduled and allow you to cancel the import if needed.

   

10. The import should start within a few minutes. You can check that the import is underway by clicking the Refresh button. Once the import is started, the Cancel import button becomes disabled.
    

    

11. A message will confirm that the import is complete.
    

    

12. Once the import is complete, it is recommended that you review/reconfigure the following:

    • Checklist permissions

    • Workflow validators

Post-migration Configurations

Once the migration is complete:

1. Navigate to Jira Settings > Apps > Manage Apps and review the following:

   1. Global Settings – Ensure your global settings are properly configured. (If checklists are not shown on the main issue panel, enable the Show Checklist Always setting.)

   2. Global Checklists – Review your global checklists and their contexts. If the contexts did not import, please contact support.

   3. Permissions – Review checklist permissions.

   4. Statuses – Verify that any custom statuses migrated correctly.

2. Checklist for Jira Enterprise creates several custom fields. However, your instance may also still include checklist custom fields from the original Checklist for Jira Cloud app. These fields will no longer be associated with your checklists. (We recommend that you delay deleting these custom fields in case of an emergency rollback.)Therefore it is recommended that you review places other than the issue panel where you were using these fields, and replace them with the new custom fields created byChecklist for Jira Enterprise:

   1. Automation rules

   2. Board cards

   3. Create and transitions screens

   4. Workflow conditions, post functions, rules and validators

3. Default local checklist items are not supported in cloud. However, you can accomplish the same thing using a default template.

4. Checklist item assignees – After verifying that all of your users were successfully migrated to cloud, you may need to re-assign checklist items on local checklists. Mentions/assignees are not supported Global Checklists.