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Smart Checklist add-on works with a few custom fields providing extended functionality to your Jira instance

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Get Started
Get Started
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Tip

In order to use extended features of Smart Checklist - you need to set up additional custom fields.

Custom Field name

Purpose

“Checklists”

Type: Text Field (multi-line)

Stores checklists data in RAW text format. Example:

Code Block
# header
- todo
+ done
~ in progress
x skip

Used mostly for Automation purposed purposes. Setting/Reading checklists via REST API requests and 3rd party tools. Importing/Exporting checklist data. Required for Server Data Center → Cloud Jira migration.

Limited to 32,767 characters.

“Smart Checklist Progress”

Type: Text Field (single line)

Stores the progress value of checklists progress. Example: , e.g., “5/7”
Used for showing This feature is used to display checklist progress in on Agile boards and validating to validate checklist completion in transition. Optional for Server → during transitions.
It is optional for Data Center to Cloud Jira migration.

“Smart Checklist”

Type: Smart Checklist Custom Field

Used for advanced JQL Search Functions and for display checklist in Confluence or Jira Dashboard.

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☝🏼NOTE: All custom fields are automatically added

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to the Jira instance upon Smart Checklist add-on installation

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- starting from version 5.0.0.

If you’re on a lower version - custom fields must be set up manually.

Follow

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"Checklists" Custom Field setup instructions.

Follow "Smart Checklist Progress" Custom Field setup instructions.

Follow

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"Smart Checklist" Custom Field setup instructions.

Features enabled with Custom fields

Feature

Custom field used

Validate before transition

“Smart Checklist Progress”

Progress on Agile Board

“Smart Checklist Progress”

JQL Search Checklists

“Smart Checklist”

“Checklists”

Track checklist changes

“Checklists”Checklists re-usage and sharing

Import/Export/Share

“Checklists”

Automations & Integrations

“Checklists”

Show checklists in Confluence or Jira Dashboard

“Smart Checklist”

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