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Get Started
Get Started
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More about permissions here → Checklist & Templates Permissions

You can create a template by

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  • saving an existing Jira issue checklist as a template

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

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

Save a checklist as a template

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  1. Create a proper checklist using an input box or Full-Screen Editor available by clicking the "pen" icon.

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

  3. Name your Template and click "Save".

  4. The checklist is saved in Jira Project Properties ✅

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☝🏼 NOTE: Smart Checklist Templates are saved and stored per Project.

You can share a template across different projects by making it Global,
read more hereProject vs Global templates

Create a Template

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Way #1: Navigate to Jira Issue → click on the 3-dot menu to open the Smart Checklist menu → click Manage Templates → click the “Create Template” button → add checklist items

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