☝🏼NOTE: Before adding the "Checklists" custom field, make sure that no such field has already been created on your instance. Duplication of the "Checklists" field will lead to unpredictable add-on behavior. Smart Checklist will not recognize which field to use as a data storage.
In case 2 or more fields are added, users will see the following message:
Solution: remove all "Checklists" duplicates. Leave only 1 field.
Make sure you are aware of the general principles of Custom Fields from the verified JIRA guide.
Associate all the right screens where you want to see the default Jira Checklist multi-line text editor
if you are new to the Jira Screens setup and just want to start using Checklist → just select all to be sure
if you have just one Jira Screens for all your actions → just select that one screen
if you have an advanced Jira Screens setup → select screens where you want to see Checklist
Enjoy your Smart Checklist! 🚀
☝🏼NOTE: You must select all your EDIT Jira Screens for all the projects you want Checklist to work.
Setting up Checklist Jira Screens later (after adding the field)
Go to Custom Fields. See steps (1) and (2) above
Find the "Checklists" field. Click on 3 dots and select “Associate to Screens”
Proceed with steps (9) and (10)
How to setup "Checklists" custom field video
How to hide "Checklists" field from the View Screen video
☝🏼NOTE: Remove "Checklists" field wisely. Do it ONLY when you don't need any data that's stored there. You would need this data if you plan on exporting issues with checklists.
Data between Issue Properties and Custom Field is synchronized only when Smart Checklist is initialized by opening a Jira issue. This means, if you remove the field and re-add it later on, there's a risk of OLD Jira issue checklists not synchronizing.