Getting Started

Administer Jira permissions are required to follow these steps.

This is a short instruction on how to start using Checklist for Jira On-the-Fly Cloud for your Jira Cloud instance.

Install Checklist for Jira On-the-Fly Cloud

Follow this procedure to download and install Looker Studio Connector for Jira Cloud on your Jira Cloud instance.

By default, Checklist for Jira On-the-Fly is enabled for all existing projects and will be automatically enabled for all new projects.

Configure Checklist for Jira On-the-Fly by enabling or disabling it for a particular project using the instructions here.

Create and edit your checklists directly on a particular Issue page using the instructions here.
Create checklist templates to optimize processes that are often repeated using the instructions here.
Customize checklist statuses according to your specific business requirements using the instructions here.

Read more about the Jira checklist role in workflow management in our blog.