Checklist & Templates Permissions

Smart Checklist emulates global Jira permissions by default as follows:

  • Users with "Browse Projects" only permission will be able to browse issues and see Smart Checklist content in these issues. They will not be able to bring any changes to checklists though.

  • Users with "Edit Issue" permission will be able to modify checklists (mark items as done/undone; edit items content, add/delete items, etc.), import templates and save checklist as a template.

  • Users with "Administer Projects" permissions are able to create/modify templates and set them as default. You can grant proper permissions via Project Settings → People → Add People

You can enable Custom Permissions to View and Work with Smart Checklist. See how to https://railsware.atlassian.net/wiki/spaces/CHK/pages/3495002113

Project Admin has all defined accesses in case he has “Browse Projects” permissions for custom permissions disabled and in addition “View Smart Checklist” for custom permissions enabled.

Site Admin has same permissions as Administer Projects.

 

Custom permissions to Work with Smart Checklist ENABLED

Add Smart Checklist Items

Set Status of Smart Checklist Items

Delete Smart Checklist Items

Manage Smart Checklist Items

Administer Projects

Add Smart Checklist Items

Set Status of Smart Checklist Items

Delete Smart Checklist Items

Manage Smart Checklist Items

Administer Projects

Feature

Smart Checklist permissions

Jira permissions

Checklist

View checklist items

requires at least “Browse Projects” and (or) “View Smart Checklist“ permission to view and access checklists

View Smart Checklist History

Add checklist Items

 

 

 

Set status of checklist Items

 

 

 

Edit checklist Items, use Full-Screen Editor

 

 

 

 

Reorder checklist Items

 

 

 

 

Delete checklist Items

 

 

 

Convert to Jira Issue new

 

 

 

 

Add checklist item details new

 

 

 

 

Delete checklist item details new

 

 

 

 

Clear checklist

 

 

 

Make the item
mandatory PRO

 

 

 

 

Templates

See Templates

 

 

requires at least “Browse Projects” and (or) “View Smart Checklist“ permission to view and access checklists

Import Template

 

 

Save Template

 

 

Manage Templates

Create Template new

 

 

Edit Template

 

 

 

 

Delete Template

 

 

 

 

Set Template as Default

 

 

 

 

Duplicate Template new

 

 

 

 

Convert to global/project new

 

 

 

 

Manage Templates in Project Settings new

Create Template

 

 

 

 

Edit Template

 

 

 

 

Delete Template

 

 

 

 

Set Template as Default

 

 

 

 

Duplicate Template

 

 

 

 

Convert to global/project

 

 

 

 

If you enable custom permissions to Work with Smart Checklist only - access to View Smart Checklist features is defined by standard Jira permissions (roles).

Custom permission to “View Smart Checklist” ENABLED

Feature

View Smart Checklist

Feature

View Smart Checklist

View checklist items

View Smart Checklist History

 

Custom permissions to View and Work with Smart Checklist DISABLED *

*standard Jira permissions (Roles) are used

 

"Browse Projects"

"Edit Issues"

"Administer Projects”

“Viewer”

"Member"

"Administrator"

 

"Browse Projects"

"Edit Issues"

"Administer Projects”

“Viewer”

"Member"

"Administrator"

Feature

Company Managed (Classic) projects

Team Managed (Next Gen) projects

View checklist items

requires at least “Browse Projects” permission to view and access checklists

requires at least “Browse Projects” permission to view and access checklists

View Smart Checklist History

Add checklist Items

 

 

 

Set status of checklist Items

 

 

 

Edit checklist Items, use Full-Screen Editor

 

 

 

Reorder checklist Items

 

 

 

Delete checklist Items

 

 

 

Clear checklist

 

 

 

Convert to Jira Issue new

 

 

 

Add checklist item details new

 

 

 

Delete checklist item details new

 

 

 

Make the item mandatoryPRO

 

 

 

Templates

See Templates

 

requires at least “Browse Projects” permission to view and access checklists

 

requires at least “Browse Projects” permission to view and access checklists

Import Template

 

 

Save Template

 

 

Manage Templates

Create Template new

 

 

Edit Template

 

 

 

 

Delete Template

 

 

 

 

Set Template as Default

 

 

 

 

Duplicate Template new

 

 

 

 

Convert to global/project new

 

 

 

 

Manage Templates in Project Settings new

Create Template

 

 

 

 

Edit Template

 

 

 

 

Delete Template

 

 

 

 

Set Template as Default

 

 

 

 

Duplicate Template

 

 

 

 

Convert to global/project

 

 

 

 

 

NOTE: If you have an open project access for team-managed projects, everyone can manage Smart Checklists. To change it go to the Project → Project Settings → Access → Change project access and choose the convenient option for your project: