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Smart Checklist emulates global Jira permissions by default as follows:

  • Users with "Browse Projects" only permission will be able to browse issues and see Smart Checklist content in these issues. They will not be able to bring any changes to checklists though.

  • Users with "Edit Issue" permission will be able to modify checklists (mark items as done/undone; edit items content, add/delete items, etc.), import templates and save checklist as a template.

  • Users with "Administer Projects" permissions are able to create/modify templates and set them as default. You can grant proper permissions via Project Settings → People → Add People

Tip

You can enable Custom Permissions to View and Work with Smart Checklist. See how to Set-up Custom Permissions

Info

Project Admin has all defined accesses in case he has “Browse Projects” permissions for custom permissions disabled and in addition “View Smart Checklist” for custom permissions enabled.

Site Admin has same permissions as Administer Projects.

Table of Contents

Custom permissions to

...

Work with Smart Checklist
Status
colourGreen
titleENABLED

Custom Smart Checklist Permission

Jira Permission

Feature ⬇

View Smart Checklist

Add Smart Checklist Items

Set

status

Status of Smart Checklist Items

Delete Smart Checklist Items

Manage Smart Checklist Items

"Administer Projects”

Administer Projects

Feature

Smart Checklist permissions

Jira permissions

Checklist

View checklist items

(plus)

(plus)

(plus)

(plus)

requires at least “Browse Projects” and (or) “View Smart Checklist“ permission to view and access checklists

(plus)

View Smart Checklist History

(plus)

(plus)

(plus)

(plus)

(plus)

Add checklist Items

(plus)

(plus)

Set status of checklist Items

(plus)

(plus)

Edit checklist Items, use Full-Screen Editor

(plus)

Reorder checklist Items

(plus)

Delete checklist Items

(plus)

(plus)

Convert to Jira Issue

🆕

Status
colourGreen
titlenew

(plus)

Add checklist item details

🆕

Status
colourGreen
titlenew

(plus)

Delete checklist item details

🆕

Status
colourGreen
titlenew

(plus)

Clear checklist

(plus)

(plus)

Make the item
mandatory

Status
colourPurple
titlePRO

(plus)

Templates

See Templates

(plus)

(plus)

requires at least “Browse Projects” and (or) “View Smart Checklist“ permission to view and access checklists

(plus)

Import Template

(plus)

(plus)

Save Template

(plus)

(plus)

Manage Templates

Create Template

🆕

Status
colourGreen
titlenew

(plus)

(plus)

(plus)

Edit Template

(plus)

Delete Template

(plus)

Set Template as Default

(plus)

Duplicate Template

🆕

Status
colourGreen
titlenew

(plus)

Convert to global/project

🆕

Status
colourGreen
titlenew

(plus)

Manage Templates in Project Settings

🆕

Status
colourGreen
titlenew

Create Template

(plus)

Edit Template

(plus)

Delete Template

(plus)

Set Template as Default

(plus)

Duplicate Template

(plus)

Convert to global/project

(plus)

Noteinfo

If you enable custom permissions to Work with Smart Checklist only - access to View Smart Checklist features is defined by standard Jira permissions (roles).

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Note: If you use the "Checklists" custom field, make sure that users without Work with Smart Checklist permissions cannot edit the field, as this would allow them to modify the checklist content.

Custom permission to

...

View Smart

...

Checklist
Status
colourGreen
titleENABLED

Custom Smart Checklist Permission

Feature

⬇

View Smart Checklist

View checklist items

(plus)

View Smart Checklist History

(plus)

Noteinfo

If you enable custom permissions to View Smart Checklist only - access to Work with Smart Checklist features is defined by standard Jira permissions (roles).

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Note: Checklist data is also stored within the issue properties. Users who can view the issue, but do not have View Smart Checklist permission, can still access the checklist content through the issue properties.

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Note: If you have set up the “Checklists” custom field and included it on Jira screens, the checklist content will still be visible in the field, even if the user does not have View Smart Checklist permission.

Custom permissions to View and Work with Smart Checklist
Status
titleDISABLED
*

*standard Jira permissions are used.

...

Standard Jira Permission (Role)

...

Company Managed (Classic) projects

...

Team Managed (Next Gen) projects

...

(Roles) are used (blue star)

"Browse Projects"

"Edit Issues"

"Administer Projects”

“Viewer”

"Member"

"Administrator"

Checklist

Feature

Company Managed (Classic) projects

Team Managed (Next Gen) projects

View checklist items

(plus)

requires at least “Browse Projects” permission to view and access checklists

(plus)

requires at least “Browse Projects” permission to view and access checklists

(plus)

(plus)

(plus)

(plus)

View Smart Checklist History

(plus)

(plus)

(plus)

(plus)

(plus)

Add checklist Items

(plus)

(plus)

(plus)

Set status of checklist Items

(plus)

(plus)

(plus)

Edit checklist Items, use Full-Screen Editor

(plus)

(plus)

(plus)

Reorder checklist Items

(plus)

(plus)

(plus)

Delete checklist Items

(plus)

(plus)

(plus)

Clear checklist

(plus)

(plus)

(plus)

Convert to Jira Issue

🆕

Status
colourGreen
titlenew

(plus)

(plus)

(plus)

Add checklist item details

🆕

Status
colourGreen
titlenew

(plus)

(plus)

(plus)

Delete checklist item details

🆕

Status
colourGreen
titlenew

(plus)

(plus)

(plus)

Make the item mandatory

Status
colourPurple
titlePRO

(plus)

(plus)

(plus)

Templates

See Templates

(plus)

requires at least “Browse Projects” permission to view and access checklists

(plus)

(plus)

requires at least “Browse Projects” permission to view and access checklists

(plus)

Import Template

(plus)

(plus)

(plus)

Save Template

(plus)

(plus)

(plus)

Manage Templates

Create Template

🆕

Status
colourGreen
titlenew

(plus)

(plus)

(plus)

(plus)

Edit Template

(plus)

(plus)

Delete Template

(plus)

(plus)

Set Template as Default

(plus)

(plus)

Duplicate Template

🆕

Status
colourGreen
titlenew

(plus)

(plus)

Convert to global/project

🆕

Status
colourGreen
titlenew

(plus)

(plus)

Manage Templates in Project Settings

🆕

Status
colourGreen
titlenew

Create Template

(plus)

(plus)

Edit Template

(plus)

(plus)

Delete Template

(plus)

(plus)

Set Template as Default

(plus)

(plus)

Duplicate Template

(plus)

(plus)

Convert to global/project

(plus)

(plus)

Custom permission to “View Smart Checklist”
Status
titleDISABLED
*

*standard Jira permissions are used.

...

Standard Jira Permission (Role)

...

Company Managed (Classic) projects

...

Team Managed (Next Gen) projects

...

"Browse Projects"

...

“Viewer”

...

View checklist items

...

(plus)

...

(plus)

...

View Smart Checklist History

...

(plus)

...

(plus)

NotePermissions scheme is valid for Site Admin and Project Admin in case they have at least view access to the project. Insert excerptSupportSupportNOTE: If you have an open project access for team-managed projects, everyone can manage Smart Checklists. To change it go to the Project → Project Settings → Access → Change project access and choose the convenient option for your project:

...

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