Setup your first checklist in couple clicks!

ContentsšŸ‘‡šŸ»


Install the Smart Checklist PluginĀ for Jira

You can install it right from the Atlassian Marketplace

OR

  1. Go to AppsĀ through Settings (blue star)

  2. Find "Smart Checklist" and choose Free or Pro app

  3. Click on the app and hit the install button

  4. See the success notification? You are all set! šŸ„³

Add checklist to your Jira ticket

  1. Go to your Jira ticket

  2. Find Smart Checklist in your Jira ticket details and click on it

  3. Now you can create your first checklist!

create_first_checklist_gif.movnote

You can find more formatting options inĀ our Formatting Guide

You can find more formatting options inĀ our Formatting Guide


Turn recurring checklist into templates

  1. Create a checklist you want to save as a template

  2. Go to (blue star) and hit ā€œSave as templateā€œ

  3. Template is created!

create_template_gif.mov

Now you can apply your template to other Jira issues by going: (blue star) > Import from a template > Import

How to use Smart Checklist for Jira video

note

Find more features in our Features Guide

Find more features in our Features Guide


Configure your Jira instance

Since version 3.9.5Ā  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:

How to Setup "Checklists" custom field

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.Ā  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 šŸš€