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Note

Attention

Only users with Admin permissions on the project level are able to Save a Checklist as a Template and set it as Default.

These options are not available for regular users.

You can create a template by:

  • saving an existing Jira issue checklist  as a template

  • creating a new template from the Templates list on Jira issue view

  • creating a new template from the Templates list on Project Settings

How to Save a checklist as a template

  1. First of all - create a proper checklist using an input box or Full-Screen Editor available by clicking a "pen" icon.

  2. Then go to the Smart Checklist menu and click "Save as a Template" menu item.

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  3. Name your Template and click "Save".

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  4. The checklist is saved in Jira Project Properties.

Note

Please note: currently, Smart Checklist Templates are saved and stored per Project.

How to create a Template

Navigate to Jira Issue → open Smart Checklist menu clicking on 3-dot menu → Manage Templates → click “Create Template” button → add checklist items

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Info

For any questions or feature requests contact us: smartchecklist@railsware.com