Setup your first checklist in couple clicks!

ContentsπŸ‘‡πŸ»

Install the Smart Checklist Add-onΒ for Jira

  1. Go to Settings (blue star) β†’ Manage apps

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  1. Navigate to Find new apps

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  1. Find Smart Checklist β†’ Proceed with either the Free trial or Buy now option.

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  1. Confirm the application installation by clicking on Accept & install.

  1. Ensure that Smart Checklist is installed and enabled.

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How to Add a Checklist to a Jira Issue

  1. Navigate to a Jira Issue.

  2. Locate Smart Checklist in the issue details section.

  3. Enter any value in the Add a checklist item field, press Enter, and your first checklist will be created!

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☝🏼NOTE: For additional formatting options, please refer to this guide β†’ https://railsware.atlassian.net/wiki/x/XoAYig

Transform a Repeating Checklist into a Template

  1. Create the checklist you want to save as a template in any issue.

  2. Proceed by clicking on the three-dot icon located at the upper right corner of your checklist, then opt for Save as a Template.

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  1. Add a template name and click on Save.

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  1. The template has been successfully created! πŸš€

  2. You can now make use of this template for any Jira Issue by following these steps:
    5.1 Select the three-dot icon.
    5.2 Choose Import from a Template.
    5.3 Click on the Import button to add the checklist into the issue. πŸ₯³

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☝🏼NOTE: For more details on managing templates, please refer to the following page β†’ https://railsware.atlassian.net/wiki/x/SQBIig

How to use Smart Checklist for Jira on video

Configure your Jira instance

Since version 5.0.0 no additional configuration is needed to start using Smart Checklist add-on.

However, you may want to manage the add-on visibility on your Jira Projects. Once Smart Checklist is installed, it is available on your Projects by default. If you want to disable the add-on for some projects, follow Manage add-on visibility per project.