New Feature Announcement
Global Checklists are currently in BETA and will be available in Issue Checklist for Jira| Status | ||||
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Rather than using a custom field type, checklists in cloud are stored in an external cloud database, then rendered in the checklist UI on the Jira issues (see this pagefor more information on read more about the difference between Checklists in on-prem and cloud). This page describes the different configuration settings, as well as differences in the UI.
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Configuration
Enabled Projects
Issue Checklist for Jira Pro | Enterprise can be enabled for individual projects, or all projects in your Jira instance. See this page for more information.
Global Settings
This page (Jira Settings > Apps> Issue Checklist Pro for Jira | Enterprise > Global Settings) allows you to configure settings for the checklist, including settings that govern how/where the checklists appear on Jira issues.
Settings which were on the Parameters page in Checklist for Jira on-prem may be found here.
Some of the settings configured here can be overridden at the project level (see below).
See this page for more information.
Permissions
Permissions that are specific to the custom field in on-prem are configured per project in Cloud. By default, users who have permission to view/edit the Jira issue have permission to view/edit the checklists. However, you can override this with specific permissions for to control who can view and work with checklists. See this page for more information.
Note that permissions are not included in the migration, so you will want to review/reconfigure them once the import is complete.
Project
Project Settings
In Issue Checklist for Jira Pro| Enterprise, some global settings can be overridden by project specific settings:
Navigating to Project Settings > Apps > Checklist for Jira Enterprise allows you to configure settings for the project (overriding settings that are configured at the global level):
Enabling checklists in the project
Using checkboxes, statuses or both to indicate the state of checklist items
Sending email notifications (with a project-specific subject line) when a user is mentioned in a checklist item.
See this page for more information.
Project Templates
Issue Checklist for Jira Pro | Enterprise allows users create and manage checklist templates for the project without having Jira Admin permission. These templates can be set as a default template for specific projects/issue types. See this page for more information.
Issue
The UI on the issue panel is similar to Checklist for Jira, except that:
The field for entering checklist items is visible by default.
If the settings have been configured to show both statuses and checkboxes, statuses will remain visible even when the item is complete.
A separate, extended menu is available for checklist operations.
