Mandatory items

Owned by Mariya Solovey, created
Last updated: Jan 30, 2024
3 min read

Starting from version 6.7.1 the functionality of making items mandatory/non-mandatory is available 🚀

If you use Jira permissions: grant users Edit Issues (for Company-managed projects) permissions to work with mandatory items.

If you use Smart Checklist permissions: grant users Manage Smart Checklist Items permission to work with mandatory items.

More about permissions here → Checklist & Templates Permissions

 

Mandatory items help to visually differentiate the items that must be completed and block transitioning a Jira issue into the following status if mandatory items are not completed. The last one will require some additional setup in your workflow.
Read more here → Validate Mandatory Items Completion before Transition

 

By default, checklist items are not marked as mandatory. To make items mandatory, you can use the following:

  • context menu of checklist items;

  • full-screen editor;

  • correct format when adding an item from quick mode or updating the Checklists custom field.

 

Set items as mandatory by context menu of checklist items:

  1. If you want to make any of the checklist items mandatory, follow the steps below:

    1. Click on 3 dots for a checklist item and select “Make mandatory”:

      image-20240129-121341.png

    2. Check the item - a red asterisk will be added to the upper right corner of the checkbox:

      image-20240129-121648.png

 

  1. If you want to make any of the checklist items non-mandatory, follow the steps below:

    1. Click on 3 dots for a checklist item and select “Make non-mandatory”:

    2. Check the item - a red asterisk will disappear.

 

Set items as mandatory with the Full-screen editor

Use this format in the full-screen editor when creating/editing a checklist item or template to make items mandatory:

You Type

You Get

You Type

You Get

-! Test item 1

 

Mandatory items will work with any default and custom statuses you have on the Jira instance.

You Type

You Get

You Type

You Get

-! Item 1 ~! Item 2 x! Item 3 +! Item 4 +! [FAILED] Item 5 -! [IN QA] Item 6

 


Set items as mandatory by correct format when adding an item from quick mode or by updating the Checklists custom field:

Start typing -! with any text to add a mandatory item from quick mode:

You Type

You Get

You Type

You Get

 

 

In the same way, you could use this format to add/update mandatory items in:

  • custom field Checklists;

  • Template Editor in Global Settings and in the Template pop-up on the Issue view.

 

You are all set! Enjoy! 🚀