Getting started

Welcome to Checklist! If you have the Checklist app installed, you might be wondering what to do next. Here’s a breakdown of the first steps involved in integrating checklists into your team’s day-to-day.

Get up and running

Once you have Checklist installed, there’s one essential step to get started:

• Add a Checklist custom field to Jira (see Adding a Checklist custom field ).

Adding the custom field is what makes Checklist available in your Jira installation. From there, you’re all set to start exploring the many configuration options that are available to administrators.

Customize to your heart’s content

Checklist is highly flexible and can be adapted to a wide range of needs. To start making Checklist your own, you can:

• Edit the configuration scheme context so that your checklist appears in the correct issue types and projects (see Creating, editing or deleting configuration scheme contexts ).

• Create global items, which will appear in all checklists (see Editing global items ).

• Create default local items, which will appear in all newly created checklists and can be edited by users (see Editing default local items ).

• Configure the settings that determine the behavior, look and feel, access control and advanced features of your checklists (see Editing parameters ).

• Create custom statuses that can be assigned to checklist items (see Editing statuses ).

And that’s not all! From there, you can take your checklists to the next level by adding a read-only proxy, customizing workflow transitions, and more. If you have coding skills, you can even use REST APIs and scripting to harness the full power of Checklist (see the Developer guide ).

Onboard your users

Show your users how Checklist can boost their productivity! Walk them through the basics and refer them to the User guide for details about all kinds of topics. For example, users can read about how to:

• Differentiate between local, default local, and global items; for example, users can edit local items, but only administrators can manage default local and global items (see Understanding local, default local, and global items ).

• Add and remove local items from checklists (see Creating local items and Deleting local items ).

• Create and format headers to organize checklists (see Creating and manipulating headers ).

• Use special formatting to give checklist items some pizzazz (see Using special formatting ).

• Search checklists to quickly zero in on the information you need (see Searching checklists ).

Get inspired by practical how-tos

For practical examples of how you can use Checklist to accomplish specific tasks, see What you can do with Checklist . Checklist is used by all kinds of people to achieve all kinds of goals, and you’ll likely find some inspiration to help you manage your projects!

Examples include:

• Adding checklist items to all issues at once

• Displaying checklist progress bars on Agile cards

• Failing transitions unless all mandatory items are checked

• Allowing only product owners to write acceptance criteria

• Displaying a checklist in the sidebar