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Setup Guide

Setup Guide

Owned by Alina Kachan
Last updated: Feb 19, 2025 by Oleksandr Haiun
3 min read

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

  1. Go to Apps through Settings

  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! 🥳

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!

You can find more formatting options in our Formatting Guide


Turn recurring checklist into templates

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

  2. Go to and hit “Save as template“

  3. 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

☝🏼NOTE:

For new installations of the Smart Checklist Forge app, the Checklists and Smart Checklist Progress custom fields will be created automatically - no manual setup is required.

However, if you are an existing user who already has these custom fields configured, no new fields will be created, and your current setup will remain unchanged.

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:

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.  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 🚀

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