By default, users who can view/edit the issue can view/edit the checklist. However, in Checklist for Jira Pro, you can configure custom checklist permissions that are independent of issue permissions.
In Issue Checklist for Jira , users can see/edit the checklist if they can see/edit the issue.
In Issue Checklist for Jira and this is the default, however, you can choose to customize permissions to control who can view, add, edit, toggle, and delete checklist items.
The custom Work on Checklist permission can be used to control who can add, edit, toggle and delete items on local checklists, and who can toggle items on Global checklists, regardless of whether or not the user has Edit issue permissions. Users with these permissions can:
Add Checklist Items Permission | Edit Checklist Items Permission | Toggle Checklist Items Permission | Delete Checklist Items Permission | |
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Local Checklists |
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Global Checklists | N/A | N/A |
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*Loading templates in Overwrite mode requires both Add Checklist Item permission and Delete Checklist Item permission.
Note that to access the checklist Editor, the user must be granted all of the permissions (Add, Edit, Toggle, Delete).
Note that to access the checklist Editor, the user must be granted all of the permissions (Add, Edit, Toggle, Delete).
Global View Checklist Permission | Permission required to | Permission required to Edit checklist item | Permission required to checklist item | Permission required to checklist item |
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Enabled – Local Checklists | Add Checklist Items | Edit Checklist Items | Toggle Checklist Items | Delete Checklist Items |
**Disabled – Local Checklists Company-managed / Classic projects: | Edit Issues | Edit Issues | Edit Issues | Edit Issues |
**Disabled – Local Checklists Team-managed / Next-gen projects | Member, Agent or Administrator role | Member, Agent or Administrator role | Member, Agent or Administrator role | Member, Agent or Administrator role |
Enabled – Global Checklists | N/A | N/A | Toggle Checklist Items | N/A |
**Disabled – Global Checklists Company-managed / Classic projects: | N/A | N/A | Edit Issues | N/A |
**Disabled – Global Checklists Team-managed / Next-gen projects | N/A | N/A | Member, Agent or Administrator role | N/A |
**Disabled is the only option for Issue Checklist for Jira , and the default option for Issue Checklist for Jira and .
For checklists to function properly, if the custom Work on checklist permission is enabled then the Checklist Text custom field must not be present on the Issue Edit and Issue Create screens. |
To enable Checklist custom permissions, log in as a Jira administrator and go to Jira Settings > Apps and select Permissions under the Checklist for Jira heading. Use the toggle to enable custom permissions for who can work on checklists.
This will render all checklists read-only until Project permissions have been configured. |
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The custom View Checklist permission can be used to control who can see checklist and the /wiki/spaces/ICD/pages/3016232395. This configuration allows you to hide the checklist for users who still have access to the issue.
If a user is allowed to view the checklist but not edit it, the checklist will be displayed in read-only mode: all items will be visible but it won't be possible for the user to make any changes. |
If the Save local checklist items to Jira custom fields setting is enabled and the Checklist Text field is included on Jira screens, then the checklist content will be visible to users regardless of whether or not they have permission to view the list. |
Global View Checklist Permission | Permission Required to View Checklist |
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Enabled | View Checklist |
Disabled This is the only option for Issue Checklist for Jira , and the default option for Issue Checklist for Jira and . |
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If the View Checklist custom permission is in use, and a user does not have this permission, they can still see assigned checklist items on Assigned checklist items page. |
To enable custom View Checklist permissions, log in as a Jira administrator and go to Jira Settings > Apps and select Permissions under the Checklist for Jira heading. Use the toggle to enable custom permissions for who can view checklists.
This will render the checklists invisible until Project permissions have been configured. |
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This can only be done with Company-managed (Classic) projects. Team-managed (Next-gen) projects do not currently support permissions for dynamic fields. |
To allow only the assignee to view and/or work on checklists:
Log in as a Jira administrator and go to Jira Settings > Apps and select Permissions under the Checklist for Jira heading. Use the toggles to enable the custom Work on checklist and the custom View Checklist permissions.
After enabling the toggle, navigate to Project Settings > Permissions. Click Edit Permissions under the Actions menu.
Navigate to the appropriate permission and click Edit.
Click Show more on the Grant permissions popup.
Select Current Assignee and click Grant. Note that may also want to grant permission to the Reporter, Project lead, etc.
Remove permission from any Groups or Roles who should not be able to make changes to the checklist.
Understanding Template PermissionsIf the custom Work on Checklist Permission is enabled, the ability to create templates is granted by adding the appropriate user, role or group the Manage Checklist Template project permission in the project’s permission scheme.
Company-managed (Classic) ProjectsThe following permissions are required to work with templates in Company-managed projects:
Team-managed (Next-Gen) ProjectsThe following permissions are required to work with templates in Team-managed projects:
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Note that in Team-managed (Next-Gen) projects, the default roles cannot be modified. In order to use custom permissions, you will need to create a custom role and grant the custom permissions to it. |