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Smart Checklist emulates global Jira permissions by default as follows:

  • Users with "Browse Projects" only permission will be able to browse issues and see Smart Checklist content in these issues. They will not be able to bring any changes to checklists though.

  • Users with "Edit Issue" permission will be able to modify checklists (mark items as done/undone; edit items content, add/delete items, etc.), import templates and save checklist as a template.

  • Users with "Administer Projects" permissions are able to create/modify templates and set them as default. You can grant proper permissions via Project Settings → People → Add People

You can enable Custom Permissions to View and Work with Smart Checklist. See how to Set-up Custom Permissions

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 same permissions as Project Admin.

Custom permissions to Work with Smart Checklist ENABLED

Add Smart Checklist Items

Set Status of Smart Checklist Items

Delete Smart Checklist Items

Manage Smart Checklist Items

Administer Projects

Feature

Smart Checklist permissions

Jira permissions

Checklist

View checklist items

(plus)

(plus)

(plus)

(plus)

View Smart Checklist History

(plus)

(plus)

(plus)

(plus)

Add checklist Items

(plus)

(plus)

Set status of checklist Items

(plus)

(plus)

Edit checklist Items, use Full-Screen Editor

(plus)

Reorder checklist Items

(plus)

Delete checklist Items

(plus)

(plus)

Convert to Jira Issue NEW

(plus)

Add checklist item details NEW

(plus)

Delete checklist item details NEW

(plus)

Clear checklist

(plus)

(plus)

Make the item
mandatory PRO

(plus)

Templates

See Templates

(plus)

(plus)

(plus)

Import Template

(plus)

(plus)

(plus)

Save Template

(plus)

(plus)

(plus)

Manage Templates

Create Template NEW

(plus)

(plus)

(plus)

Edit Template

(plus)

Delete Template

(plus)

Set Template as Default

(plus)

Duplicate Template NEW

(plus)

Convert to global/project NEW

(plus)

Manage Templates in Project Settings NEW

Create Template

(plus)

Edit Template

(plus)

Delete Template

(plus)

Set Template as Default

(plus)

Duplicate Template

(plus)

Convert to global/project

(plus)

If you enable custom permissions to Work with Smart Checklist only - access to View Smart Checklist features is defined by standard Jira permissions (roles).

Custom permission to “View Smart Checklist” ENABLED

Feature

View Smart Checklist

View checklist items

(plus)

View Smart Checklist History

(plus)

If you enable custom permissions to View Smart Checklist only - access to Work with Smart Checklist features is defined by standard Jira permissions (roles).

Custom permissions to View and Work with Smart Checklist DISABLED *

*standard Jira permissions (Roles) are used (blue star)

"Browse Projects"

"Edit Issues"

"Administer Projects”

“Viewer”

"Member"

"Administrator"

Feature

Company Managed (Classic) projects

Team Managed (Next Gen) projects

View checklist items

(plus)

(plus)

(plus)

(plus)

View Smart Checklist History

(plus)

(plus)

(plus)

(plus)

Add checklist Items

(plus)

(plus)

(plus)

Set status of checklist Items

(plus)

(plus)

(plus)

Edit checklist Items, use Full-Screen Editor

(plus)

(plus)

(plus)

Reorder checklist Items

(plus)

(plus)

(plus)

Delete checklist Items

(plus)

(plus)

(plus)

Convert to Jira Issue NEW

(plus)

(plus)

(plus)

Add checklist item details NEW

(plus)

(plus)

(plus)

Delete checklist item details NEW

(plus)

(plus)

(plus)

Make the item mandatoryPRO

(plus)

(plus)

(plus)

Templates

See Templates

(plus)

(plus)

(plus)

(plus)

Import Template

(plus)

(plus)

(plus)

(plus)

Save Template

(plus)

(plus)

(plus)

(plus)

Manage Templates

Create Template NEW

(plus)

(plus)

(plus)

(plus)

Edit Template

(plus)

(plus)

Delete Template

(plus)

(plus)

Set Template as Default

(plus)

(plus)

Duplicate Template NEW

(plus)

(plus)

Convert to global/project NEW

(plus)

(plus)

Manage Templates in Project Settings NEW

Create Template

(plus)

(plus)

Edit Template

(plus)

(plus)

Delete Template

(plus)

(plus)

Set Template as Default

(plus)

(plus)

Duplicate Template

(plus)

(plus)

Convert to global/project

(plus)

(plus)

NOTE: If you have an open project access for team-managed projects, everyone can manage Smart Checklists. To change it go to the Project → Project Settings → Access → Change project access and choose the convenient option for your project:


📫 Don’t hesitate to get in touch with us for any questions or feature requests!

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