Setup your first checklist in couple clicks!
Contents👇🏻
Install the Smart Checklist Plugin for Jira
You can install it right from the Atlassian Marketplace
OR
Go to Apps through Settings ⚙️
Find "Smart Checklist" and choose Free or Pro app
Click on the app and hit the install button
See the success notification? You are all set! 🥳
Add checklist to your Jira ticket
Go to your Jira ticket
Find Smart Checklist in your Jira ticket details and click on it
Now you can create your first checklist!
You can find more formatting options in our Formatting Guide
Turn recurring checklist into templates
Create a checklist you want to save as a template
Go to
and hit “Save as template“Template is created!
Now you can apply your template to other Jira issues by going: > Import from a template > Import
How to use Smart Checklist for Jira video
Find more features in our Features Guide
Configure your Jira instance
Since version 3.9.5 no additional configuration is needed to start using the Smart Checklist add-on!
However, if you want to enable additional checklist features, such as tracking checklist changes, updating checklist by workflow state transition and others - you need to set up the "Checklists" custom field properly. Check the link below for detailed instructions:
Check This Comparison Chart to understand the difference between Basic Setup (using Issue Properties) and Extended setup (using custom field).
We know that it usually takes some time to adapt your team's or company processes to a new tool. If your need more time to evaluate Smart Checklist - you are free to do it with the Unlimited Trial add-on edition.
Take your time, make your decision and when your team feel productive using Smart Checklist - you can switch to Smart Checklist Pro (Paid) version. No worries - you'll not loose any data while add-on re-installation 🚀
📫 Don’t hesitate to get in touch with us for any questions or feature requests!