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  • Set a default checklist per all or specific Issue Types for automatic import of a checklist upon new issue creation

  • Set a template visibility scope per Project or GloballySet up an automatic import of a template upon creation of a new issue of the specific type

Example

there There is a project with a master ticket called “Onboarding”. Every new onboarding ticket has a default onboarding checklist that goes with it. The checklist contains a detailed list of tasks for all team members involved. Once all items are completed, the ticket can be closed.

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With the release of Smart Checklist version 5.3.0 we introduce Project Templates and Global Templates

  • Global Templates are those created and managed by Site Admins, . They may be visible and shared across multiple Jira projects.

  • Project Templates could also can be created and managed by Project admins and shared within Single Project only

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  • a single Jira project only.

A Global Template might can be converted to a Project Template by specifying project visibility scope by Site Admin, and vice versa: a Project Template might can become a Global one.

Project Templates

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Permissions

Users

Project Admins

System Admins

Create Project Template

(tick)

Save as a Template

(tick)

(tick)

Import Project Template

(tick)

(tick)

Delete Project Template

(tick)

Edit Project Template

(tick)

Set Default for issue types

(tick)

Global templates

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Permissions

Users

Project Admins

System Admins

Create Global Template

(tick)

Import Template

(tick)

Delete Global Template

(tick)

Edit Global Template

(tick)

Set Default for issue types

(tick)

Insert excerpt
SupportSupportGet Started
Get Started
namesupport-email (checklist-server)
nopaneltrue