😎 Pro Feature → How to Upgrade from Free to Pro Plan |
Starting from version 2.5.47-AC, the functionality of making items mandatory/non-mandatory is available 🚀 |
If you use Jira permissions: grant users Edit Issues (for Company-managed projects), Member or Administrator (for Team-managed projects) permissions to work with mandatory items |
If you use Smart Checklist permissions: grant users Manage Smart Checklist Items permission to work with mandatory items |
More about permissions here → Checklist & Templates Permissions
Mandatory items help to visually differentiate the items that must be completed and block transitioning a Jira issue into the next status if mandatory items are not completed. The last one will require some additional setup in your workflow.
Read more here → Validate Mandatory Items Completion before Transition⚡️
By default, checklist items are not marked as mandatory. To make items mandatory, you can use the following:
context menu of checklist items;
full-screen editor;
correct format when adding an item from quick mode or updating the Checklists custom field.
1. If you want to make any of the checklist items mandatory, follow the steps below:
Click on 3 dots for a checklist item and select “Make mandatory”:
Check the item - a red asterisk will be added to the upper right corner of the checkbox:
If you are using Smart Checklist for Jira. Free version, “Make mandatory/non-mandatory” option will be disabled and you will see a Pro badge:
2. If you want to make any of the checklist items non-mandatory, follow the steps below:
Click on 3 dots for a checklist item and select “Make non-mandatory”:
2. Check the item - a red asterisk will disappear.
3. You can also add mandatory checklist items while creating a new template:
Use this format in the full-screen editor when creating/editing a checklist item or template to make items mandatory:
You Type | You Get |
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Mandatory items will work with any default and custom statuses you have on the Jira instance.
You Type | You Get | |
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|
Start typing -!
with any text to add a mandatory item from quick mode:
You Type | You Get |
---|---|
In the same way, you could use this format to add/update custom field Checklists with mandatory items.
You are all set! Enjoy! 🚀