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To have an access to the Checklists functionality the user has to be granted the Manage Checklists’ permission on the Smart Issue Templates Permissions' page

Create Checklist

Click the ‘Create Checklist’ button on the ‘Manage Checklists’ page.

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Enter the Checklist name into the required ‘Name’ field and its description into the optional ‘Description’ field.

The mandatory ‘Available for’ field contains three items to select:

  • Anyone

  • Groups

  • Users

Select the ‘Anyone’ value in the ‘Available for’ field in case you want anyone to be able to use the current checklist.

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Select the Groups’ value if you want to limit the access to the current checklist for the specific group/groups of users and specify this group in the mandatory ‘groups’ field.

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Select the ‘Users’ value in case you want specific user/users have access to the current checklist.

The ‘Options' field is required. Click the plus image next to the 'Options’ field to add one.

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The option’s default toggle state is turned off by defaultunchecked. After the hierarchy applies this specific option checkbox will be shown as unchecked. In case the toggle is turned on the checkbox is displayed as checked.

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Your newly created ‘Bug Testing’ checklist is ready to be used in the hierarchy. You can read more about it via the link Apply the hierarchy containing the checklist

Edit Checklist

To edit the checklist just click its name on the ‘Manage Checklists’ page.

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You can easily close these dialogs and create a new Checklist for another issue.

Delete Checklist

  • To delete the Checklist you have to click the trash bin icon on the ‘Manage Checklists’ page and confirm your decision with the ‘Delete’ button on the ‘Delete Checklist’ dialog.

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Info

If you want to revoke the checklist from the issue type, all values for this checklist will be lost.

View Checklists on the ‘Manage Checklists’ page

The checklists list differs for different user and depends on the two criterion:

  • ‘Manage Checklists’ permission granted. The ‘Manage Checklists’ page is not available for the users who don’t have the ‘Manage Checklists’ permission granted.

  • ‘Available for' field value on the 'Create Checklist’ dialog

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For instance, the ‘New’ checklist can be available for Anyone, specific Group/Groups or specific User/Users depending on the item selected for it.

Info

The jira-administrators group members are able to view all the checklist on the ‘Manage Checklists’ page if they are granted the ‘Manage Checklists’ permission on the 'Smart Issue Templates Permissions' page.

Scopes View

After adding the Checklist to the specific hierarchy you can view these data with a help of the ‘Scopes’ button.

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