Basic Setup Guide

Install Jira checklist Plugin 

  1. Go to add-ons section of your Jira instance

  2. Find "Smart Checklist", choose your version (see hints above) and click Install

  3. Go to Manage add-ons and check if it's installed right

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 - 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).

Add checklist to Jira ticket

  1. Go to Jira ticket

    1. Use the input box to add items quickly OR

    2. Open Smart Checklist Editor for a more extended experience

      1. Create your first simple checklist 

        1 2 3 4 5 6 # My first checklist - ToDo item ~ In Progress item + Done item x Skipped item > additional instructions and guides

         

  2. Here you go! Now it's rendered in Jira ticket

  3. More formatting options available in Formatting Guide

 

Following instructions applicable for both Smart Checklist Cloud and Server edition event having most of the references to Jira Cloud.


Smart Checklist Full Features Demo