Mandatory Items
- Mariya Solovey
- Oleksandra Kravets
- Olena Brazhko
😎 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
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.
Mandatory by context menu of checklist items:
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:
Set items as mandatory with the Full-screen editor
Use this format in the full-screen editor when creating/editing a checklist item or template to make items mandatory:
You Type | You Get |
|---|---|
|
Mandatory items will work with any default and custom statuses you have on the Jira instance.
You Type | You Get |
|---|---|
-! Item 1
~! Item 2
x! Item 3
+! Item 4
-! [FAILED] Item 5
-! [IN QA] Item 6 |
|
Mandatory by correct format when adding an item from quick mode or by updating the Checklists custom field:
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! 🚀