Checklist & Templates Permissions

Define who can create, modify, delete, and view Checklists, ensuring security and maintaining efficiency within project workflows. 🔐

Default Jira Permissions for Smart Checklist

By default, Smart Checklist aligns with global Jira permissions as follows:

  • Browse Projects Permission: Users can view issues and access Smart Checklist content, but they cannot make any modifications to the checklists.

  • Edit Issue Permission: Users can edit checklists, including marking items as done or undone, modifying item content, and adding or deleting items.

  • Administer Projects Permission: Users can create and modify templates, as well as set them as defaults. Appropriate permissions can be assigned through Project SettingsUsers and RolesAdd Users to a Role.

☝🏼NOTE: You can enable Custom Permissions to View and Work with Smart Checklist starting from Smart Checklist v6.4.1. See how to .

☝🏼NOTE: Project Admin has all defined accesses in case he has "Browse Projects" permissions for custom permissions disabled and, in addition, "View Smart Checklist" for custom permissions enabled.

Site Admin has the same permissions as Project Admin.

Enabled Custom permissions to View and Work with Smart Checklist

 

Custom Smart Checklist Permission

Jira Permission

 

Custom Smart Checklist Permission

Jira Permission

Feature

View Smart Checklist

Add Smart Checklist Items

Set Status of Smart Checklist Items

Delete Smart Checklist Items

Manage Smart Checklist Items

Manage Smart Checklist Template

"Administer Projects"

Checklist

View checklist items

 

requires at least “Browse Projects” and (or) “View Smart Checklist“ permission to view and access checklists

View Smart Checklist History

 

Add checklist Items

 

 

 

 

 

Set status of checklist Items

 

 

 

 

 

Edit checklist Items, use Full-Screen Editor

 

 

 

 

 

 

Reorder checklist Items

 

 

 

 

 

 

Delete checklist Items

 

 

 

 

 

Convert to Jira Issue

 

 

 

 

 

 

Convert to sub-task

 

 

 

 

 

 

Add/Remove details

 

 

 

 

 

 

Make an item mandatory

 

 

 

 

 

 

Templates

See Templates

 

 

 

requires at least “Browse Projects” and (or) “View Smart Checklist“ permission to view and access checklists

Save as a Template

 

 

 

 

 

Import Template

 

 

 

 

Manage Templates

Edit Project Template

 

 

 

 

 

Rename Project Template

 

 

 

 

 

Set Project Template as Default

 

 

 

 

 

Delete Project Template

 

 

 

 

 

Manage Templates in Global Settings

Create Template

 

 

 

 

 

 

Edit Template

 

 

 

 

 

 

Delete Template

 

 

 

 

 

 

Copy Template

 

 

 

 

 

 

Add Default Template Conditions

 

 

 

 

 

 

Enabled Custom permission to "View Smart Checklist"

 

Custom Smart Checklist Permission

 

Custom Smart Checklist Permission

Feature

View Smart Checklist

View checklist items

View Smart Checklist History

Disabled Custom permissions to View and Work with Smart Checklist *

*standard Jira permissions are used.

 

Standard Jira Permission (Role)

 

Standard Jira Permission (Role)

Feature

"Browse Projects"

"Edit Issues"

"Administer Projects"

Checklist

View checklist items

requires at least “Browse Projects” permission to view and access checklists

requires at least “Browse Projects” permission to view and access checklists

View Smart Checklist History

Add checklist Items

 

 

Set status of checklist Items

 

 

Edit checklist Items, use Full-Screen Editor

 

 

Reorder checklist Items

 

 

Delete checklist Items

 

 

Convert to Jira Issue

 

 

Convert to sub-task

 

 

Add/Remove details

 

 

Make an item mandatory

 

 

Templates

See Templates

 

Import Template

 

Save as a Template

 

Manage Templates

Edit Project Template

 

 

Rename Project Template

 

 

Set Project Template as Default

 

 

Delete Project Template

 

 

Manage Templates in Global Settings

Create Template

 

 

Edit Template

 

 

Delete Template

 

 

Copy Template

 

 

Add Default Template Conditions

 

 

disabled Custom permission to "View Smart Checklist" *

*standard Jira permissions are used.

 

Standard Jira Permission (Role)

 

Standard Jira Permission (Role)

Feature

"Browse Projects"

View checklist items

View Smart Checklist History