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Tip

Customise your Smart Checklist with custom statuses 🚀

Info

Jira permissions needed:grant users Jira administrators global permissions to manage custom statuses

Custom statuses👇🏻

Table of Contents


Manage

...

statuses

Navigate to Admin Console Settings Manage Apps → Smart Checklist → Settings → Statuses

...

There are 4 default static statuses available in appropriate states: “ToDo”

  • Status
    titletodo
    (unchecked)

...

  • Status
    colourGreen
    titleDone
    (checked)

  • Status
    colourBlue
    titleIn Progress
    (unchecked)

  • Status
    titleSkipped
    (checked)

You can change the status color and order of default statuses. You can’t change the “State” of default status or color.

...


Add a new

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custom status

Below the statuses list enter a new status Name, choose Colorcolor, state, State and click “+ Add “Add new status”.

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The name of the custom status is limited to

...

50 characters.

...

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bgColor#DEEBFF

☝🏼 NOTE: You can’t rename custom status once it’s added. You’ll need to remove the status
and add a new one 🙃

Change status color

You can easily change colors of your custom statuses. In order to do that refer to the Color column and choose the color from the dropdown:

...

Choose status state

Smart Checklist items can have 2 states. States allow you to display the items as completed or not:

Status
colourBlue
titlechecked
state

Status
colourBlue
titleUNchecked
state

Status
titlechecked
state will treat the checklist item as done

Image Added

Status
titleUNchecked
state will treat the checklist item as not completed

Image Added

In order to choose the custom status state refer to the Checkbox column and choose the state from the dropdown:

...


Reorder statuses

...

Drag&Drop the status row to reorder statuses in the way how you’d like them to be represented in the checklist UI.

Remove status

To remove a custom status - click the “Trash bin” icon near the status state.

...

If some checklist items contain that status - you’ll get receive a warning:

...

Once confirmed - status will be removed from the statuses list and all checklist items will be reassigned to the default statuses based on the following rule:

  • if the removed status had a Checked” state - checklist items will be set to “Done” status,

  • if the removed status had an Unchecked” state - checklist items will be set to “To Do” status.

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Note
bgColor#DEEBFF

☝🏼 NOTE: Default statuses cannot be removed.

...

...

Drag&Drop the status row to reorder statuses in the way how you’d like them to be represented in checklist UI.


Change status in Smart Checklist UI

Statuses are shown as dropdowns a dropdown in the right column of checklist items:

...

Custom status in RAW text format

Custom statuses are represented as [statusname] following the state sign.

Example

...

You Type

You Get

Code Block
- [

...

IN 

...

REVIEW] IN REVIEW item with Unchecked state
- [

...

CUSTOM 

...

STATUS] 

...

CUSTOM 

...

STATUS item with Unchecked state

...

- [

...

FAILED] FAILED

...

 item 

...

with Checked state

Example based on the previously viewed checklist:

...

Image Added

You are all set! Hope everything works for you! 💪🏻

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