Using Advanced Checklist in Jira's Issue Panel or Ticket

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  • To Add a Checklist to a Jira Issue Panel, Navigate to the Jira Issue and locate the Apps section on the Issue Panel.
  • From the list of apps, click on Advanced Checklist to add checklists to the issue panel.
  • A Checklist App will appear on the Issue Panel.
  • Click the Add Checklist button to include a checklist on the issue panel.
  • A list of available checklists will appear:
  • View a checklist by clicking the View button.
  • The Checklist will appear for a view.
  • Select the desired checklist and click Add Checklist.

PLEASE NOTE: Multiple Checklists can be added to the Jira Issue panel as needed.

  • The selected checklist will now appear on the Issue Panel. Click on the Checklist to expand.
  • The Expanded checklist will appear on the Issue Panel.
  • The admin can check the list item to mark it as Done.
  • Set a due date for checklist items using the Datepicker beside each item.

PLEASE NOTE: Only the Admin and Reporter of the Jira ticket can assign due dates.

  • The Due Dates have been added to the items.

When the admin sets the due date, the Assignee can view the tasks with color-coded backgrounds for better clarity:

  • Red Background: Indicates overdue tasks.
  • Blue Background: Highlights tasks with approaching deadlines.
  • Green Background: Shows tasks marked as Done.

PLEASE NOTE: These color-coded backgrounds will only be visible to the ticket assignees.

  • The admin can also add a Custom Checklist by Adding an item.
  • The Custom Checklist will appear.
  • Use the Delete icon to delete a checklist from the Issue Panel.

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