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Smart Checklist emulates global Jira permissions by default as follows:
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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 Project AdminAdminister Projects. |
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Custom permissions to Work with Smart Checklist
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Add Smart Checklist Items | Set Status of Smart Checklist Items | Delete Smart Checklist Items | Manage Smart Checklist Items | Administer Projects | |||||||
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Feature | Smart Checklist permissions | Jira permissions | |||||||||
Checklist | |||||||||||
View checklist items |
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| requires at least “Browse Projects” and (or) “View Smart Checklist“ permission to view and access checklists
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View Smart Checklist History |
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Add checklist Items |
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Set status of checklist Items |
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Edit checklist Items, use Full-Screen Editor |
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Reorder checklist Items |
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Delete checklist Items |
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Convert to Jira Issue
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Add checklist item details
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Delete checklist item details
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Clear checklist |
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Make the item
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Templates | |||||||||||
See Templates |
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Import Template  |
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Save Template |
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Manage Templates | |||||||||||
Create Template
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Edit Template |
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Delete Template |
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Set Template as Default |
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Duplicate Template
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Convert to global/project
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Manage Templates in Project Settings
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Create Template |
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Edit Template |
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Delete Template |
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Set Template as Default |
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Duplicate Template |
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Convert to global/project |
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Feature | View Smart Checklist |
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View checklist items |
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View Smart Checklist History |
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"Browse Projects" | "Edit Issues" | "Administer Projects” | “Viewer” | "Member" | "Administrator" | |||||||
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Feature | Company Managed (Classic) projects | Team Managed (Next Gen) projects | ||||||||||
View checklist items |
| requires at least “Browse Projects” permission to view and access checklists
| requires at least “Browse Projects” permission to view and access checklists
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View Smart Checklist History |
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Add checklist Items |
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Set status of checklist Items |
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Edit checklist Items, use Full-Screen Editor |
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Reorder checklist Items |
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Delete checklist Items |
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Clear checklist |
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Convert to Jira Issue
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Add checklist item details
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Delete checklist item details
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Make the item mandatory
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Templates | ||||||||||||
See Templates |
| requires at least “Browse Projects” permission to view and access checklists
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| requires at least “Browse Projects” permission to view and access checklists
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Import Template |
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Save Template |
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Manage Templates | ||||||||||||
Create Template
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Edit Template |
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Delete Template |
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Set Template as Default |
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Duplicate Template
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Convert to global/project
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Manage Templates in Project Settings
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Create Template |
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Edit Template |
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Delete Template |
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Set Template as Default |
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Duplicate Template |
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Convert to global/project |
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NOTE: 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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