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We differentiate Smart Checklist Templates differ per visibility and usage scope. There might beare:

  • Project TemplateTemplates

  • Global TemplateTemplates

Project Templates

When you create a template by saving the existing checklist from your Jira Issue View then it is automatically saved as Project Template, which means:

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  • visible across the whole Jira instance

  • Administrators of all Projects might be able to edit the content

  • when it’s set as a default per Project’s issue type, then it still applied within the scope of this project

Convert Project Template to Global

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  1. Navigate to Jira Issue → Smart Checklist → open Smart Checklist menu → Manage Templates → click 3-dot menu on template name row → click “Convert to Global Template”

  2. Navigate to Jira Project Settings → find Smart Checklist section → Templates List → 3-dot menu on template name row → click “Convert to Global Template”

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