Checklist

Creating a Checklist

• Navigate to the Jira Issue and locate the Advanced Checklist section on the Jira Apps Section.

• Add a New Checklist will appear. Click the Add a New Checklist button.

• In the Checklist Name field, enter the name of the checklist. Optionally, add a description in the Description field.

To add an item to the checklist:

• Enter the item’s name.

• Click the Add button.

• Set the status of the item as needed.

• Repeat to add multiple items.

• Click the Save Checklist button to finalize and save the checklist.

• Only the Jira Admin and Checklist owner can edit/delete the checklist once it is saved.

Settings

• To Configure the checklist settings, navigate to the checklist page.
• On the Checklists page, click the Settings button. These settings are only accessible to the admin.

There are two primary settings available:

• Allow every user to edit the checklist template: Enable this toggle to permit all users to edit checklists created by the admin. By default, this option is disabled.
• Allow every user to edit checklists in tickets: Enable this toggle to allow users to edit checklist items within tickets. By default, this option is disabled.

• If a user other than the reporter or assignee visits the ticket while the settings are disabled, a message will be displayed.