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Checklist for Jira - Data Center

Checklist for Jira - Data Center

Main

Main

Introduction
Getting started

What you can do with Checklist

General

Adding checklist items to all issues at once
Adding default local items to the Create Issue window
Building a checklist in a single document using Markdown syntax
Creating different default local items for different issue types (in multiple projects)
Creating different default local items for different issue types (within one project)
Creating multiple checklists to display in each issue
Writing a Gherkin scenario using multiline items
Configure a checklist to be controlled through statuses

Agile boards

Displaying read-only checklists in the Issue Detail View
Displaying checklist banners on Agile cards
Displaying checklist progress bars on Agile cards

Workflow transitions

Hiding a checklist until a specific workflow step
Adding new checklist items during a transition
Unchecking specific items during a transition
Modifying a checklist based on particular issue properties
Preventing transitions unless a minimum number of items is met
Failing transitions unless all items have a status
Failing transitions unless all mandatory items are checked

Access control

Allowing only product owners to write acceptance criteria
Preventing everyone except one user from editing a checklist

Look and feel

Displaying a checklist in the sidebar
Placing checklists inside issue tabs

Project administrators

Enable project administrators to update default local items
Adding or replacing items in workflow transitions

Jira Service Management

Allow customers to fill in a checklist on the customer portal
Show checklist progress on the customer portal

Dashboard

Viewing Checklist statistics in dashboards

Automation for Jira

Notify a user when they are assigned to an item
Import a template on issue creation
Add or update items in a Checklist with the Edit issue action
Complete a checklist when the issue is done

User guide

Understanding local, default local, and global items
Viewing checklists

Editing checklists in Jira issues

Adding descriptions to items or headers
Adding due dates to items
Assigning statuses to items
Assigning users to items
Interacting with templates
Creating and manipulating headers
Creating local items
Deleting local items
Making mandatory items optional
Marking items as complete
Reordering local items
Resetting checklists
Setting priorities for items
Using the bulk editor
Using the free-form editor

Editing checklists in Agile boards
Using special formatting
Converting checklist items to issues or subtasks
Searching checklists
Viewing your incomplete items in a dashboard

Automation for Jira Integration

Trigger - Checklist changed
Condition - Checklist condition
Action - Import template
Action - Add Checklist items
Action - Edit Checklist items
Action - Delete Checklist items

Administrator guide

Setting up a Checklist custom field

Adding a Checklist custom field

Configuring the Checklist custom field

Creating, editing or deleting configuration scheme contexts
Editing global items
Editing default local items
Editing permission schemes
Editing parameters
Editing statuses
Editing templates

Setting up a Proxy custom field

Adding a Proxy custom field

Configuring the Proxy custom field

Editing the configuration scheme context (Proxy)
Editing the default value
Editing parameters (Proxy)

Setting up a Customer Portal custom field

Adding a Customer Portal custom field

Configuring the Customer Portal custom field

Editing the configuration scheme context (Customer Portal)
Editing parameters (Customer Portal)

Adding the field to the customer portal

Using variables in custom text fields
Editing the app parameters
Working with permission schemes

Working with workflow transitions

Setting up a Checklist Workflow Condition
Setting up a Checklist Workflow Validator
Setting up a Modify Checklists post function

Working with templates
Making checklists searchable
Exporting checklist data for a Cloud Import
Exporting/importing checklist CSV data
Disabling the editing of checklists in Agile boards

Migrating to another version

Upgrading from V4 to V5
Downgrading from V5 to V4

Migrating data from the My ToDo app
Contacting support

Developer guide

Viewing custom field and context information
Checklist item representations
Updating checklists using Jira's REST API

Enhancing checklists using Groovy scripts

Getting started with ScriptRunner

Working with ScriptRunner Behaviors

Load Templates based on a Select field
Remove Due Date when the item is checked

Converting Checkboxes fields to Checklist fields using ScriptRunner
Updating items in checklists using ScriptRunner
Importing a template using ScriptRunner
Adding items to checklists using ScriptRunner
Removing items from checklists using ScriptRunner
Replace all items in a checklist using ScriptRunner
Running custom validations using ScriptRunner

Updating checklists using SIL scripts

Adding items to checklists using SIL
Updating items in checklists using SIL
Deleting items from checklists using SIL
Updating checklists with new sets of items using SIL

Configuring checklists using REST APIs

Editing global items using REST APIs
Editing default local item parameters using REST APIs
Editing default local items using REST APIs
Editing templates using REST APIs
Editing app parameters using REST APIs
Editing parameters using REST APIs
Editing permission schemes using REST APIs
Searching for field contexts using REST APIs
Exceptions for configuration REST APIs

Checklist Competitors - Features Comparison Chart
Integration with other apps

Release notes

End-user agreement
Data security and privacy policy
Service-level agreement (SLA)

Breadcrumbs

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Checklist for Jira - Data Center
User guide
Editing checklists in Jira issues

On this Page

Reordering local items

To rearrange local items into a new order in the checklist:

Click anywhere on the item you want to move and drag and drop it into a new location.

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