Quick Links

Getting Started

• Features

• Quick Start Guide

  • Use Case Examples

  • Checklists in Place of Subtasks

• Upgrading & Downgrading

• Migration Resources

• FAQ

Configuration

• Global Configuration

  • Enable Projects

  • Checklist Global Settings

  • Global Checklists

  • Permissions

  • Statuses

  • Import

• Project Settings

• User Settings

• Manage Notifications

Checklist Custom Fields

• Checklist Completed

• Checklist Progress & Progress Percent

• Checklist Template (Deprecated)

• Checklist Text & Checklist Text View-only

Creating Checklists

• Creating Checklists on an Issue

• Copying & Pasting Checklists

• Loading a Checklist Template

• Adding Checklists to Create & Transition Screens

• Bulk Adding a Checklist

• Clone Checklist When Issues Are Cloned

• Automatically Add Checklists When Issues Are Created

Formatting Checklists

• Concurrent Editing

• Formatting Checklist Items

  • Checkbox vs Status

  • Optional vs Mandatory

  • Convert item to issue

  • Edit Item

  • Delete Item

  • Reorder Items

  • Add Item Description

  • Add Dates

  • Add Emojis

  • Add Issue Keys

  • Add URLs

  • Add User Mentions

• Rich Text / Markdown Formatting

• Names, Headings, Separators

• Using the Checklist Editor

Using Checklists

• Change Completion State of All Items

• Convert Item to Issue or subtask

• Show Checklist Progress on Board Cards

• Find Assigned Checklist Items

• Jira Mobile & Jira App for OSX

• JSM Portal

• Mention / Assign Users

• Multiple Checklists on an Issue

• Hiding Checklists or Checklist Items

• Delete a Checklist

• Checklist History

• Search & JQL

Templates

• Creating Templates

• Editing, Renaming & Deleting Templates

• Setting a Default Template

• Adding Templates to Issues

• Included Templates

• Template Permissions

Workflow Integrations

• Clear Checklist on Transition Post Function

• Mark Items Complete on Transition Post Function

• Modify Checklist on Transition Post Function

• Validate All Items Complete

• Validate Mandatory Items Complete

• Validate Checklist Not Empty

• Validate for Specific Checklist Item

Automation

• Overview

• Add Second Template When Issue Created

• Add Checklist Based on Custom Field Value

• Add Label When a Given Item is Complete

• Append Checklist Item(s) on Transition

• Apply Checklist Template

• Apply Template to New Subtask

• Change Item to Custom Status on Transition

• Close Issue When Checklist Complete

• Create Checklist from Email Request

• Create Checklist from Dropdown Selection

• Create Issues with Checklists on a Schedule

• Disable Checklists on Newly Created Projects

• Replace Checklist Items on Transition

• Reopen Issue if Checklist Becomes Incomplete

• Reset Checklist Daily

• Send Slack Message with Checklist Progress

• Transition Issue When a Given Checklist Complete

• Transition Issue When a Given Item Complete

Advanced Usage

• API

• Integrations

• Issue Entity Properties

Importing & Exporting

• Creating / Importing Issues with Checklists from CSV Import

• Importing Checklists from CSV File to Existing Issues

• Importing Checklists – Multiple Jira Instances

• Importing from Other Checklist Apps

• Troubleshooting Imports

• Exporting Checklists

Support

• Installing, Uninstalling & Updating

• Find Current Version

• Find Current License Status

• Generate Support Files

• Adding & Hiding Custom Fields

• Adding a Field to a Screen

• Find Custom Field ID

• Find Issue ID

• Find Template ID

• Find User Account ID

• Get Issue Entity Properties

• Problems Loading Checklists

• Refresh List of Templates

• Troubleshooting Validators, JQL & Displaying Checklist Progress

• Open Atlassian Bugs / Feature Requests

Legacy

• Checklist Content YAML (Deprecated)

• Checklist Custom Fields

• Migrating Custom Fields (Prior to November 2018)