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Install Jira checklist Plugin 

  1. Go to add-ons section of your Jira instance
  2. Find "Smart Checklist", choose your version (see hints above) and click Install
  3. Go to Manage add-ons and check if it's installed right

Configure your Jira instance

Since version 3.9.5  no additional configuration needed to start using Smart Checklist add-on!

However if you want to enable additional checklist features - you need to setup "Checklists" custom field properly. Check link below for detailed instructions

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How to Setup "Checklists" custom field

Check This Comparison Chart to understand the difference between Basic Setup (using Issue Properties) and Extended setup (using custom field).

Add checklist to Jira ticket

  1. Go to Jira ticket
    1. Use input box to add items quickly OR
    2. Open Smart Checklist Editor for more extended experience
      1. Create your first simple checklist 

        Code Block
        linenumberstrue
        # My first checklist
        - ToDo item
        ~ In Progress item
        + Done item
        x Skipped item
        > additional instructions and guides


  2. Here you go! Now it's rendered in Jira ticket


  3. More formatting options available in Formatting Guide





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Following instructions applicable for both Smart Checklist Cloud and Server edition event having most of references to Jira Cloud.

Smart Checklist Full Features Demo

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urlhttps://www.youtube.com/watch?v=vZTGp1KqXp8hIlwvej1wHQ


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titleNeed more time for Smart Checklist add-on evaluation?

We know that it usually takes some time to adopt your team's or company processes to a new tools.  If your need more time to evaluate Smart Checklist - you are free to do it with Unlimited Trial add-on edition.

Smart Checklist Free Unlimited Trial - Сloud


Take your time, make your decision and when you and your team feel productive using Smart Checklist - please download and switch to Smart Checklist Enterprise (Paid) version. No worries - you'll not loose any data while add-on re-installation.



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