Custom Statuses

Since version 5.0.0 Smart Checklist for Jira Server and Data Center support Custom Statuses

Admin permissions are required to manage Custom Statuses

Manage statuses

Navigate to Admin Console → Manage Apps → Smart Checklist → Settings → Statuses

There are 4 default static statuses available in appropriate states: “To Do” (unchecked), “Skipped” (checked), “In Progress” (checked), “Done” (checked)

You can change the status color and order. You can’t change “State” of default status.

Create a new custom status

Below the statuses list enter a new status Name, choose Color, State and click “+ Add”

Note: the name is limited to 20 characters.

 

You can’t rename custom status once it’s added. You’ll need to remove status and add a new one.

Remove status

To remove custom status - click “Trash bin” icon near the status state.

If no checklist items assigned to that status - it’ll be removed immediately.

If some checklist items contain that status - you’ll get a warning:

Once confirmed - status will be removed from the statuses list and all checklist items will be reassigned to the default statuses based on the following rule:

  • if the removed status had “Checked” state - checklist items will be set to “Done” status

  • if the removed status had “Unchecked” state - checklist items will be set to “To Do” status

Reorder status

Hold the draggable icon and reorder statuses in the way how you’d like them to be represented in checklist UI

Choose status display style

Go to Manage Apps → Smart Checklist → Settings → Global Settings

Choose one style from 3 available.

Available options:

  • All statuses - statuses are always shown to the right of checklist items

  • Specific statuses - arrow dropdown and only custom statuses to be shown near checkboxes

  • Checkboxes only - no statuses are shown, only checkboxes

Change status in checklist UI

You can set a custom status for the checklist item via addon-ui depending on the chosen global setting for statuses display.

Either on the right side of the checklist item based on “All statuses” setting

or based on “Specific Statuses” setting

Custom status in RAW text format

Custom statuses are represented as [statusname] following the state sign.

Example

Unchecked ON HOLD item would be accessed in Full-screen editor or “Checklists” custom fields as

1 2 3 - [ON HOLD] item with Unchecked state - [IN QA] item that is IN QA status with Unchecked state + [QA FAILED] item that has QA FAILED state Checked state

Example based on the previously viewed checklist: