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☝🏼IMPORTANT NOTE: Due to the upcoming transition of Smart Checklist to Forge, Custom permissions must be reconfigured within permission schemas after the upgrade.
☝🏼 Please be aware that users may temporarily lose access to checklists until the custom permissions are properly reconfigured after the upgrade to Forge. 💡HINT: To simplify reconfiguration, take a screenshot of your current Custom permissions setup before update to Forge. |
Smart Checklist emulates global Jira permissions by default as follows:
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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 View 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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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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If you enable both custom permissions — View Smart Checklist and Work with Smart Checklist—you must have the View Smart Checklist permission to be able to view the Smart Checklist, regardless of any other checklist permissions you have. |
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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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"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 View 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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