What data is stored and transferred outside of my Jira?

Here is our Privacy Policy which answers this question.

However, this is the most important extract from the Policy which refers to the checklist contents: "Railsware does not store the contents either of your Cloud nor your Server instance’s checklists. This data is stored by Jira, and so - the terms of the Atlassian Privacy Policy applies in this case."

Can I use a checklist as a template for Jira Project?


You can Save Checklist as a template, load from Templates library, set checklist as Default per project, so once a new item is created - default checklist loaded.

Read more about the Template feature.

That could be used for predefining

  • Definition of Done (DoD)

  • Quality Assurance checks

  • Repeatable process description (release/deploy)

  • and much more!

Alternatively, you can simply create a ticket in JIRA that you will use as a template.

Then clone it each time you need a new task with the same checklist.

Can I use a checklist template for a certain issue type? 

Yes! Read how to configure it here.

Can I have a checklist rendered in the Agile board issue details view?

Yes, you can! Smart Checklist is also shown on the Issue details view in the Agile (Scrum or Kanban) board.

Is there a Server/ Data Center version of the plugin available?

Yes! Smart Checklist is also supported on JIRA Server instances. Get it from Atlassian Marketplace.

What about pricing?

There are 2 add-on versions Smart Checklist Free Trial and Smart Checklist Pro

Smart Checklist Free is Free. However, you can switch to the Pro version once you feel productive and evaluated Smart Checklist usage on the Free edition.

For Smart Checklist Pro you can check the pricing range here.

Nevertheless, you can easily rate and leave your reviews on the following pages:

What is the difference between Free and Pro versions?

Check the comparison in Free vs Pro Plans Comparison article.

Will my checklist data be saved when I transfer from Free to Pro version?

Yes, all checklists will be safely transferred to the Smart Checklist Pro version since they are stored on the Jira instance. Here are the details of How to Upgrade from Free to Pro plan.

How can I search through the checklist?

As long as "Checklists" is a pure custom field you can do a simple search for its values through "JIRA Issue Navigator".

Go To "Issues" menu items > "Search for Issues". Use JQL (JIRA Query Language).

Type "Checklists ~ " %your value%".

There's no reliable way to search for statuses using "-","+","x","~"  as JQL ignores these symbols even when escaped.

Can I extend Evaluation?

If on Cloud - you have 30 days to Evaluate your product.

If on Server - you can extend the evaluation license.

Please follow the links.

How to extend trial:


How to update add-on license


How can I migrate from Jira Server/Data Center to Jira Cloud?

Please follow these instructions: https://railsware.atlassian.net/wiki/spaces/CHK/pages/1806172206

How can I migrate from Jira Cloud to Jira Server/Data Center?

Follow these instructions https://railsware.atlassian.net/wiki/spaces/CHK/pages/1361870953


By default, the add-on stores its values in relevant Entity Properties. Read more about Server and Cloud properties.

Checklist values stored in Jira Issue Properties. Key: com.railsware.SmartChecklist.checklist

Templates values stored in Jira Project Properties. Key: com.railsware.SmartChecklist.Templates

Additionally, when instance admins set up the "Checklists" custom field, then Smart Checklist add-on values are duplicated in this custom field (doesn't relate to Templates).

Smart Checklist Progress (if set up) values stored in the "Smart Checklist Progress" custom field.

Is there a way to create the checklist via Jira project import from a CSV file?

Yes! Just follow these instructions to get your issues with checklists transferred to your Jira instance.

Can I use Smart Checklist on Mobile devices or a native Mac OS app?

Smart Checklist add-on is now available via Glance view via Jira Cloud mobile.

More details can be found on Smart Checklist on Mobile page

How can I help a team to better troubleshoot an error?

Generate .HAR file following these instructions from Atlassian and send to us.

Why am I not receiving email notifications?

Most probably, you need to reset your Jira instance settings. Please check the following article that may help to troubleshoot an issue:


We’re migrating from Jira Server to Cloud. Can we have our trial period extended for Smart Checklist for Jira Pro Cloud?

Since Smart Checklist is presented on the Atlassian marketplace, our team is not in charge of the trial extension, unfortunately.

Atlassian team offers cloud migration trial for Jira instance and the add-ons during the Server to Cloud migration process. The official policies can be found here. Thus, we advise you to reach out directly to the Atlassian Support team to consult on your individual case. 

In case the Atlassian team is unable to provide an extended trial for your migration, please write to us on smartchecklist@railsware.com and we will search for alternatives. 

How can I check if my team uses a Smart Checklist app?

Assuming you are on Cloud, there’re a few options possible:

  1. Manual check: JQL search for “Checklists” custom field values

    1. There’s a chance that your administrators have already set an additional “Checklists” custom field with https://railsware.atlassian.net/wiki/spaces/CHK/pages/1372422219

    2. if you admin - verify that by going to Jira Settings → Issues → Custom Fields → search fo “Checklists” field

    3. if it’s present (or you are not an admin and can’t verify that) go to the next step

    4. Go to Filters → Advanced Issue Search → add “Checklists” column → type JQL: "Checklists" is not Empty

    5. You’ll get the list of all tickets that use Smart Checklist

  2. Raising a request to our dev team via smartchecklist@railsware.com

    1. If there are no “Checklists” custom fields set on your instance - raise a request via smartchecklist@railsware.com

    2. We’ll run queries to our DB to verify the amount of checklist used per your instance/project



For any questions or feature requests contact us: smartchecklist@railsware.com