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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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View Smart Checklist History |
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Add checklist Items |
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Set status of checklist Items (linked/non-linked) |
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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  (linked/non-linked) |
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Save Template |
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Unlink template from Issue view
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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/linked
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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/linked |
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| Info |
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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
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View Smart
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Checklist
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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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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
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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 |
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| 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 (linked/non-linked) |
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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 (linked/non-linked) |
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Import Template (linked/non-linked) |
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Save Template |
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Unlink template from Issue view
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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/linked
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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/linked |
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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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