Setup Guide
- Alina Kachan
- Oleksandra Kravets
- Oleksandr Haiun
- Olena Brazhko
Setup your first checklist in couple clicks!
Contents👇🏻
Install the Smart Checklist Plugin for Jira
Go to Settings → Manage apps
Navigate to Find new apps
Find Smart Checklist → Proceed with either the Free trial or Buy now option.
Confirm the application installation by clicking on Accept & install.
Ensure that Smart Checklist is installed and enabled.
How to Add a Checklist to a Jira Issue
Navigate to a Jira Issue.
Locate Smart Checklist in the issue details section.
Enter any value in the Add a checklist item field, press Enter, and your first checklist will be created!
☝🏼NOTE: For additional formatting options, please refer to the formatting guide available → https://railsware.atlassian.net/wiki/x/XoAYig
Transform a Repeating Checklist into a Template
Generate a checklist that you wish to preserve as a template within any issue.
Proceed by clicking on the three-dot icon located at the upper right corner of your checklist, then opt for Save as a Template.
Add a template name and click on Save.
The template has been successfully created! 🚀
You can now make use of this template for any Jira Issue by following these steps:
5.1 Select the three-dot icon.
5.2 Choose Import from a Template.
5.3 Click on the Import button to add the checklist into the issue. 🥳
☝🏼NOTE: For further information on managing templates, please refer to the following page -> https://railsware.atlassian.net/wiki/x/SQBIig
How to use Smart Checklist for Jira on video
Configure your Jira instance
Since version 5.0.0 no additional configuration is needed to start using Smart Checklist add-on.
However, you may want to manage the add-on visibility on your Jira Projects. Once Smart Checklist is installed, it is available on your Projects by default. If you want to disable the plugin for some projects, follow Manage add-on visibility per project.