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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 Project AdminAdminister Projects.

Table of Contents

Custom permissions to Work with Smart Checklist
Status
colourGreen
titleENABLED

Add Smart Checklist Items

Set Status of Smart Checklist Items

Delete Smart Checklist Items

Manage Smart Checklist Items

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)

Add checklist Items

(plus)

(plus)

Set status of checklist Items (linked/non-linked)

(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)

(linked/non-linked)

(plus)

(plus)

Save Template

(plus)

(plus)

Unlink template from Issue view

Status
colourPurple
titlePRO

(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/linked

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/linked

(plus)

Info

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

Panel
panelIconId261d
panelIcon:point_up:
panelIconText☝️
bgColor#FFFAE6

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

Feature

View Smart Checklist

View checklist items

(plus)

View Smart Checklist History

(plus)

Info

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

Panel
panelIconId261d
panelIcon:point_up:
panelIconText☝️
bgColor#FFFAE6

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.

Panel
panelIconId261d
panelIcon:point_up:
panelIconText☝️
bgColor#FFFAE6

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
*

...

"Browse Projects"

"Edit Issues"

"Administer Projects”

“Viewer”

"Member"

"Administrator"

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)

Add checklist Items

(plus)

(plus)

(plus)

Set status of checklist Items (linked/non-linked)

(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 (linked/non-linked)

(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 (linked/non-linked)

(plus)

(plus)

Save Template

(plus)

(plus)

Save Template

(plus)

(plus)

Unlink template from Issue view

Status
colourPurple
titlePRO

(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/linked

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/linked

(plus)

(plus)

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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