Checklists

The checklist feature allows you to break down work into smaller, trackable steps directly within your Jira work items. You can add one or multiple checklists to any work item, helping you organize tasks, standardize processes, and ensure nothing is missed.

Checklists can also be included in templates. When a template is applied, the checklist and its items are automatically recreated in the new work item, allowing you to standardize recurring workflows and ensure consistency across your team.

Adding and managing checklists

To enable checklists in your work item:

1. Click the app icon.

2. Click Checklists.

   

3. Select Add checklist to create a new checklist or Apply Preset to use a previously-configured one.

   

Once created, the checklist acts as a container for individual tasks (checklist items).

Each checklist can be populated with multiple items representing specific actions or steps. These items can be updated independently and assigned a status to reflect progress.

1. Insert your list items to fit your process.

   

2. Select appropriate statuses once your process starts. You can add more than one checklist to a work item.

   

3. Expand the menu for each list item to use additional functions.

   

4. Click History to track the changes made to the checklist.

   

Tip

You can add due date and assignee to checklist items. If you select Convert to issue in case of such an item it automatically populates due date and assignee in the newly created work item.

You can disable checklists in Visibility settings:

Checklist Preset & Panel Pinning

Checklist presets allow you to create reusable, preconfigured checklists that can be quickly applied to work items or included in templates. This helps standardize processes and saves time when creating recurring task structures.

The app includes three default presets to help you get started. In addition, you can create your own custom presets tailored to your team’s workflows.

To manage checklist presets, navigate to: Marketplace apps → Checklist → Presets

Creating a Preset

1. To create a new preset, click Create preset and configure the following:

• Preset name
• Description
• Scope (Global - all projects, or project-specific)
• Auto-apply on issue creation (optional)
  Enable this toggle to automatically apply the preset when new work items are created. You can specify which work item types the preset should apply to.

2. After setting the preset details, proceed to build your checklist by adding items and defining their structure, just like in a regular checklist.
3. Once configuration is complete, click Create to save your preset. It will then be available for manual use or automatic application (if configured).

Panel Pinning

Panel pinning lets you keep the Checklists panel expanded on the issue view automatically, so users don’t have to open it manually. When enabled, the panel auto-expands on every issue that has a checklist. You can apply this to all projects or limit it to selected projects; changes sync automatically and may take a short while to propagate across matching issues.

To access Panel Pinning navigate to Marketplace apps → Checklist → Panel Pinning.

Additional options

JQL searches

Checklists offer new JQL search options:

• checklistItemsCount - counts items
• activeChecklistItems - counts unfinished
• progressPercent - shows finished percentage
• hasOverdueItems - shows if there are any overdue items (not how many, just if)

Postfunction

You may use new post-functions with checklists:

• Clear All - removes all checklists
• Mark All Complete - sets everything to Done
• Reset All - resets statuses to Open
• Apply Preset - applies a selected preset during transition

JSM - customer view

You can use checklists on customer portal, however there are some limitations:

• The checklist is read-only for customers, they can’t edit it.
• Progress bar and list item counter is visible.
• Shows Complete when everything is set as done.