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How to add "Checklists" custom field

Info

Why do I need "Checklists" custom field? You may benefit from the additional functionality of the Smart Checklist add-on. Read more.


Note
Enabling the "Checklists" custom field may increase the amount of email notifications sent by Jira.


Make sure that you have administrator rights.

Make sure you are aware of the general principles of Custom Fields and verified JIRA guide

General Flow. Configure your Jira instance

  1. Log in as a user with the JIRA Administrators global permission.
  2. Choose the cog icon  at the top right of the screen, then choose Issues. Select Fields > Custom Fields to open the 'Custom Fields' page.
    (tick)Keyboard shortcutg + g + start typing custom fields
  3. Click the Add Custom Field button to open the Create Custom Field: Choose the field type (Step 1 of 2) page.
  4. (warning) Select the Text, Multi-Line type 
  5. (warning) Set name to "Checklists". Make sure the name starts with the capital "C" and ends with the lowercase "s"
  6. Click the Next button to open the Create Custom Field - Details (Step 2 of 2) page.
  7. You will receive an "Associate field Checklist to screens" dialog

    1. if you happen to skip this step or want to get back to Jira Screens setup a bit later go to



  8. Associate all the right screens you want to see the default Jira Checklist multi-line text editor 

    1. if you are new to the Jira Screens setup and just want to start using Checklist

      1. just select all to be sure
    2. if you have just one Jira Screens for all your actions
      1. just select that one screen
    3. if you have an advanced Jira Screens setup
      1. BE-ADVISED: you must select all your EDIT Jira Screens for all the projects you want Checklist to work
  9. Click "Update"
  10. Enjoy your Smart Checklist!

Setting up Checklist Jira Screens later (after adding the field)

  1. Go to Custom Fields. See step (1) and (2) above
  2. Find "Checklists" field and go to "Screens" under the field settings menu (under the gear icon)
  3. Proceed with steps (6) and (7)
Info

Since "Checklists" is just a multi-line text field containing values in Markdown syntax, you might want to hide it from the "View" screen. 

Here's how:

Or check the detailed Video Guide Here


Warning

Remove "Checklists" field wisely. Do it ONLY when you don't need any data that's stored there. You would need this data if you plan exporting issues with checklists.

Data between Issue Properties and Custom Field is synchronized only when Smart Checklist is initialized by opening a Jira issue. This means, if you remove the field and re-add it later on,  there's a risk not to have checklists from OLD Jira issues synced.



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Warning

Before adding "Checklists" custom field, make sure that no such field has already been created on your instance. Duplication of "Checklists" field will lead to unpredictable add-on behavior. Smart Checklist will not recognize which field to use as a data storage. 

In case 2 or more fields are added, users will see the following message:

Solution: remove all "Checklists" duplicates. Leave only 1 field.

How to setup "Checklists" custom field video

Widget Connector
urlhttps://www.youtube.com/watch?v=Uc9L18LbOIk

How to hide "Checklists" field from the View Screen video

Widget Connector
urlhttps://www.youtube.com/watch?v=xvDaLNbr_Vc


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