Custom Statuses

Owned by Pavel Pavlovsky (Unlicensed)
Last updated: Oct 23, 2024 by Oleksandr Haiun
4 min read

 

Enhance your checklists with custom statuses for greater flexibility and control!😎

👤 JIRA PERMISSION REQUIRED: Admin rights are needed to manage checklist statuses.

 

Contents 👇🏼

Manage statuses

To manage your checklist statuses, navigate to Admin Console → Manage Apps → Smart Checklist → Settings → Statuses

You will find four default statuses: TO DO, IN PROGRESS, SKIPPED and DONE.

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💡HINT: You can customize the color and order of default statuses, but their state cannot be changed.

Add custom status

To add a custom status, enter the desired name below the statuses list, select a color and state, then click + Add.

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☝🏼NOTE: The status name is limited to 20 characters and cannot be renamed once added. To change it, you must remove the existing status and create a new one.

Change status color

You can easily change the colors of your default and custom statuses. To do this, go to the Color column and select a new color from the dropdown menu.

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☝🏼NOTE: Changes will not apply to statuses that are already selected. You must select a different status to see the new color.

Choose status state

Smart Checklist items can be either Checked or Unchecked to indicate completion.

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Select the desired state from the dropdown menu in the State column.

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☝🏼NOTE: The state cannot be changed for default statuses.

Reorder statuses

Use the draggable icon to move the entire status line and arrange the statuses as desired for the checklist UI.

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☝🏼NOTE: The new order will apply when selecting statuses for items.

Remove status

To remove a custom status, click the Trash bin icon next to the status.

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  • If no checklist items are assigned to the status, it will be removed immediately.

  • If there are checklist items with that status, a warning will appear:

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Once confirmed, the status will be removed, and all checklist items will be reassigned to default statuses based on the following rules:

  • Checked State: Items will be set to Done.

  • Unchecked State: Items will be set to To Do.

☝🏼NOTE: Default statuses cannot be removed.

Choose Status Display Style

Navigate to Manage Apps → Smart Checklist → Settings → Global Settings.

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Select one of the three display styles:

  • All statuses - statuses are always shown to the right of checklist items.

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  • Specific statuses - arrow dropdown and only custom statuses to be shown near checkboxes.

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  • Checkboxes only - no statuses are shown, only checkboxes.

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☝🏼NOTE: When selecting Checkboxes only, custom statuses will not be displayed alongside the checklist items. Only the checkboxes will be visible.

Control strikethrough for checked items

You can choose to strike through checked items (default option) or leave them without strikethrough.

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Strikethrough ON

Strikethrough OFF

Strikethrough ON

Strikethrough OFF

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Custom status in RAW text format

Custom statuses are represented by [STATUS NAME] preceding the checklist item. Simply type the status in square brackets before the item description to apply it.

You Type

You Get

You Type

You Get

+ [PASSED] Update project documentation - [IN REVIEW] Review code for new feature + [COMPLETED] Finalize sprint planning - [IN QA] Test new API integration + [FAILED] Bug fix verification failed
image-20241011-153818.png

You are all set! Hope everything works for you! 💪🏻