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"Smart Checklist Progress" Custom Field setup instructions

"Smart Checklist Progress" Custom Field setup instructions

Smart Checklist Progress enables monitoring of checklist progress and validates completion during issue transitions πŸ”₯.

☝🏼NOTE: This page is primarily relevant for Smart Checklist add-on versions earlier than v.5.0.0.

For v.5.0.0 and above, Smart Checklist automatically sets up all custom fields during installation. However, you may still find useful information here about manual field configuration.

πŸ‘€ JIRA PERMISSION REQUIRED: Make sure you have JIRA Administrators global permission to Configure Custom Fields.

Purpose 🎯

Setup Guide

  1. Go to Issues β†’ Custom FieldsΒ in your Jira Administration settings.

  2. Click the Add custom field button.

  3. Choose Text Field (single line) β†’ click the Next button.

Screenshot 2024-10-10 at 15.11.36.png
  1. Set the name to β€œSmart Checklist Progress” πŸ‘‰πŸΌ Be sure to use the exact capitalization and wording.

Screenshot 2024-10-10 at 15.14.09.png
  1. Configure Context of the field:
    a. Select Apply to Issues in selected projects if you only need the field to be available in specific projects.
    b. Select Apply to all issues on your instance if you want the progress value of checklists to be available for all projects.

  1. You can optionally associate the Smart Checklist Progress custom field with the screens where you wish to display checklist progress.

  1. You are all set! πŸš€

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