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"Checklists" Custom Field set up

"Checklists" Custom Field set up

How you may benefit from of the Smart Checklist Custom Fileds โ†’ Custom Field vs Issue Properties ๐Ÿš€

Jira permissions needed: grant users Jira administrators global permissions to setup custom fields

โ˜๐ŸผNOTE:

With the Forge version of Smart Checklist, both the Checklists and Smart Checklist Progress custom fields will be created automatically - no manual setup is required.

However, if these fields were already created manually or during JCMA migration, they will not be replaced. Your existing setup will remain unchanged.

Purpose ๐ŸŽฏ

Adding the "Checklists" custom field will let you:

Setup Guide

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  1. Log in as a user with theย JIRA Administratorsย global permission

  2. Choose theย Settings iconย ย  at the top right of the screen, then chooseย Issues. Selectย Fields โ†’ Custom Fieldsย to open the 'Custom Fields' page. HINT: Keyboard shortcut:ย g + g +ย start typingย custom fields

  3. Click theย Create custom fieldย button

  4. Select the Paragraph (supports rich text) type (previously Text, Multi-Line type).

    ย 

  5. Click the Next button to open the Configure โ€˜Paragraph (supports rich text)โ€™ Field page

  6. Set name to "Checklists". Make sure the name starts with the capital "C" and ends with the lowercase "s"

  7. Click theย Createย button to open theย Associate field to screensย page

  8. You will receive an "Associate field Checklists to screens" dialog

    1. if you happen to skip this step or want to get back to Jira Screens set up a bit later - click Update button and follow the steps from the section Setting up Checklist Jira Screens later (after adding the field)

      ย 

  9. Associate all the right screensย where you want to see the default Jira Checklist multi-line text editorย 

    1. if you are new to the Jira Screens setup and just want to start using Checklist โ†’ just select all to be sure

    2. if you have just one Jira Screens for all your actions โ†’ just select that one screen

    3. if you have an advanced Jira Screens setup โ†’ select screens where you want to see Checklist

  10. Click Update

  11. Enjoy your Smart Checklist! ๐Ÿš€

Setting up Checklist Jira Screens later (after adding the field)

  1. Go to Custom Fields. See steps (1) and (2) above

  2. Find the "Checklists" field. Click on 3 dots and select โ€œAssociate to Screensโ€

  3. Proceed with steps (9) and (10)

How to setup "Checklists" custom field video

How to hide "Checklists" field from the View Screen video

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