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.
Enter the Checklist name into the required ‘Name’ field and its description into the optional ‘Description’ field.
The ‘Options' field is required. Click the plus image next to the 'Options’ field to add one.
The toggle is turned off by default. 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.
The number of options is limited to 50.
Add as many options as you need and enter their names. Turn the toggle on or off according to your needs.
Click the ‘Create’ button at the footer of the ‘Create Checklist’ dialog.
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.
Make the needed changes and click the ‘Update’ button at the footer of the ‘Edit’ dialog.
After clicking the checklist name you can get this type of notification.
It means that this specific Checklist was added to the hierarchy on the ‘Manage Hierarchies’ page.
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.
If you remove the checklist it will be revoked from the hierarchies it was added to and all its values will be lost.
To delete the Checklist link away from the hierarchy you have got two ways.
Open the ‘Manage Checklists’ page. Then click the arrows image in the ‘Scopes’ column. Click the trash bin image and then the ‘Confirm’ button.
If you want to revoke the checklist from the issue type, all values for this checklist will be lost.
2. Open the ‘Manage Hierarchies’ page. Select the hierarchy you want to delete the checklist away. Click the multiplication sign displayed in the ‘Checklist’ column and confirm this action with the ‘Confirm’ button.
If you want to revoke the checklist from the issue type, all values for this checklist will be lost.
Scopes View
After adding the Checklist to the specific hierarchy you can view these data with a help of the ‘Scopes’ button.
The data is placed on the following dialog:
Column Name | Description |
|---|---|
Project | Project name that deals with the current Checklist |
Target type | Is represented only with Hierarchy |
Target name | Hierarchy name that contains the Checklist |
Anchor type | Is presented only with ISSUE_TYPE |
Anchor value | The issue type this Checklist is added to |