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.

Configure Checklist for Jira On-the-Fly Cloud

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.

Use Checklist for Jira On-the-Fly Cloud

  • 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.