Migrating Smart Checklist to Forge
- Oleksandr Haiun
- Julia Romanenkova
- Mariya Solovey
Smart Checklist is moving to Forge!
Overview
Smart Checklist is transitioning from Connect to Forge to align with Atlassian’s latest app development platform. This change enhances security, performance, and compliance but introduces some necessary adjustments for users.
The Process
The Smart Checklist with Forge technology is being gradually rolled out and will eventually be available to all users.
If you're using the Connect version of our add-on, you'll receive a notification from our team once the new version is available. You can update it manually by navigating to Apps → Manage Apps.
Please note that if no action is taken, the Smart Checklist add-on will automatically update 96 hours after the notification. We recommend reviewing this article within this timeframe to ensure a smooth transition.
Actions Required
👤 Custom Permissions: Custom permissions should be reconfigured within permission schemas.
Smart Checklist Permissions settings will be migrated without changes.
Project-level permissions will be reset post-migration. They must be manually reconfigured.
💡HINT: To simplify reconfiguration, we recommend taking a screenshot of your current project permissions setup before migration. This will serve as a reference when manually resetting permissions afterward. For detailed steps on configuring project permissions, refer to Permissions & Access
Before Migration | After Migration |
|---|---|
 Before Migration. |  After Migration - configuration required. |
☝🏼NOTE: Until custom permissions are reconfigured, users will not be able to see and work with checklists in issues. Please ensure that the permissions are properly set up to restore visibility.
🔄 Automation Rules: Any automation relying on entity properties will need to be updated to use custom fields.
Before Migration |
|
|---|---|
 Issue property com.railsware.SmartChecklist.checklist is used in automations. |  Checklists custom field is used instead of issue property. |
What Else You Need to Know
Uninstalling the Forge app will delete all checklist data.
Two new custom fields (Checklists and Smart Checklist Progress) will be added if not already present—these are required for the app to function.
Smart Checklist header will always be visible in JSM tickets on customer portal (pending Atlassian fix FRGE-1661).
Link rendering will be simplified.
Before Migration | After Migration |
|---|---|
 Logo is available. |  No Logo shown. |
Migration process: What to expect during the transition
Once the migration starts, Jira users and site admins will see overlay messages for Smart Checklist UI, indicating the migration from Connect to Forge. Since the migration can take time, users will have clear progress indicators and instructions on what to do next.
👨💻 Admin View: Tracking migration progress
Where to Find Migration Status
Navigate to Apps → Manage your apps → Smart Checklist in the left column.
The migration progress is displayed in an overlay message, starting with the initialization of the app.
Migration Steps
The migration consists of five automated steps, processed sequentially:
1️⃣ App Configuration
2️⃣ Global Templates
3️⃣ Project Templates
4️⃣ Checklists
5️⃣ Checklist History
The overlay stays till the end of migration. It can be closed by clicking “Acknowledge”, and migration results can still be viewed on the Global Settings tab.
Additional Options for Admins
Download migration logs for a detailed status report.
Contact support directly if any issues arise.
Acknowledge button to close the overlay message and unblock work with the checklist.
Migration Status Outcomes
✅ Successful Completion: All steps are marked with a green checkmark, and the overlay closes automatically, unblocking Smart Checklist usage.
⚠️ Warnings (Templates/Checklists/History): A detailed log is available for download. Click "Acknowledge" to proceed and contact support if needed.
❌ Error in App Configuration migration (Step 1). Download the logs and contact support for assistance.
👥 Jira User View: What to expect
Users will see an overlay in the following areas:
Issue View (Right/Central Panels)
Smart Checklist Project Settings
Assigned Items Page
Smart Checklist History Tab
Overlay message for users
Issues will be unblocked individually as migration progresses (unless errors/warnings occur).
Newly created issues remain fully functional during migration.
