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Tip

Starting from version X.X.X the functionality of making items mandatory/non-mandatory is available 🚀

Info

If you use Jira permissions: grant users Edit Issues (for Company-managed projects) permissions to work with mandatory items.

Coming soon
Info

If you use Smart Checklist permissions: grant users Manage Smart Checklist Items permission to work with mandatory items.

More about permissions here → Checklist & Templates Permissions

Mandatory items help to visually differentiate the items that must be completed and block transitioning a Jira issue into the following status if mandatory items are not completed. The last one will require some additional setup in your workflow.
Read more here → Validate Mandatory Items Completion before Transition

By default, checklist items are not marked as mandatory. To make items mandatory, you can use the following:

  • context menu of checklist items;

  • full-screen editor;

  • correct format when adding an item from quick mode or updating the Checklists custom field.

Set items as mandatory by context menu of checklist items:

  1. If you want to make any of the checklist items mandatory, follow the steps below:

    1. Click on 3 dots for a checklist item and select “Make mandatory”:

      image-20240129-121341.pngImage Added
    2. Check the item - a red asterisk will be added to the upper right corner of the checkbox:

      image-20240129-121648.pngImage Added

 

  1. If you want to make any of the checklist items non-mandatory, follow the steps below:

    1. Click on 3 dots for a checklist item and select “Make non-mandatory”:

      image-20240129-121752.pngImage Added
    2. Check the item - a red asterisk will disappear.

 

Set items as mandatory with the Full-screen editor

Use this format in the full-screen editor when creating/editing a checklist item or template to make items mandatory:

You Type

You Get

-! Test item 1

image-20231228-124030.pngImage Added

 

Mandatory items will work with any default and custom statuses you have on the Jira instance.

You Type

You Get

Code Block
-! Item 1
~! Item 2
x! Item 3
+! Item 4
+! [FAILED] Item 5
-! [IN QA] Item 6
image-20240129-121949.pngImage Added


Set items as mandatory by correct format when adding an item from quick mode or by updating the Checklists custom field:

Start typing -! with any text to add a mandatory item from quick mode:

You Type

You Get

image-20240129-122116.pngImage Added

 

image-20240129-122139.pngImage Added

In the same way, you could use this format to add/update mandatory items in:

  • custom field Checklists;

  • Template Editor in Global Settings and in the Template pop-up on the Issue view.

You are all set! Enjoy! 🚀

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