Mandatory items
- Mariya Solovey
- Oleksandra Kravets
Starting from version 6.7.1 the functionality of making items mandatory/non-mandatory is available ๐
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 โ Checklist & Templates Permissions
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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 โ Validate Mandatory Items Completion before Transition
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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.
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Set items as mandatory by context menu of checklist items:
If you want to make any of the checklist items mandatory, follow the steps below:
Click on 3 dots for a checklist item and select โMake mandatoryโ:
Check the item - a red asterisk will be added to the upper right corner of the checkbox:
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If you want to make any of the checklist items non-mandatory, follow the steps below:
Click on 3 dots for a checklist item and select โMake non-mandatoryโ:
Check the item - a red asterisk will disappear.
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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 |
|---|---|
|
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Mandatory items will work with any default and custom statuses you have on the Jira instance.
You Type | You Get |
|---|---|
-! Item 1
~! Item 2
x! Item 3
+! Item 4
+! [FAILED] Item 5
-! [IN QA] Item 6 | ย |
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 |
|---|---|
ย | ย |
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.
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You are all set! Enjoy! ๐
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