Smart Checklist for Jira

Owned by Pavel Pavlovsky
Last updated: Aug 29, 2023
2 min read

This instruction applies to the following apps:

In order to Save the checklists created via listed apps in templates and then create Jira issues with prefilled checklists - follow the steps below.

Steps

  1. Add "Checklists" custom field for storing Smart Checklist data. See the instructions

  2. Associate "Checklists" field with your Projects' Screens.


    Read more about Custom fields on vendor’s wiki

  3. To make Jira issue screens less cluttered - you may hide the custom fields

  4. Go to Jira issue, add checklist items and Save a template. Checklists field values would be saved into the template as well.

  5. That’s it! Now, when you will create a new issue from the Template - Issue Checklist would be populated with the saved checklist automatically!

Check the videos below

Cloud

Use Smart Checklist for Jira within Easy Templates app
Use Smart Checklist for Jira Cloud within Easy Templates app

Server

Use Smart Checklist for Jira Server and Data Center within Easy Templates app
Use Smart Checklist for Jira Server/DC within Easy Templates app