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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.

  • Smart Checklist Custom Permissions to view and work with checklists will be reset post-migration and must be manually reconfigured.

  • Jira permissions will be migrated without changes.

☝🏼 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:

...

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 View Templates

(plus)

(plus)

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

(plus)

Import Template (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)

...

"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 View 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)

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)

...