Checklist for Jira On-the-Fly Overview

1 Creating and Modifying Checklist for Jira On-the-Fly
2 Checklist for Jira On-the-Fly Notification Settings
- 2.1 How Notifications Work
- 2.2 How to Disable Notifications
3 Setting Checklist for Jira On-the-Fly Position
4 Deleting Checklist for Jira On-the-Fly Items
5 Creating and Managing Templates
- 5.1 Creating Templates
- 5.2 Managing Templates
6 Enabling Issue Status Synchronization
7 Getting Help

Creating and Modifying Checklist for Jira On-the-Fly

Creating Checklist for Jira On-the-Fly

You can easily create a checklist and add the required checklist items (subtasks) directly from the Jira issue page.

This provides a detailed overview of tasks, making it an ideal solution for managing complex recurring tasks or issues.

Creating Checklist for Jira On-the-Fly.gif

You can create a checklist from templates using the Load from templates button.

First, you have to create and save your template, and then you can create checklists using it.

Editing Checklist for Jira On-the-Fly

You can both create and edit your checklist using the Bulk Edit button.

Here you can add headings for easy item navigation, create multiple checklist items, and immediately give them certain statuses.

In the Bulk Edit window, you can find hints on how to use it.

Symbols

(#) - This symbol indicates Header.

For example, if you want to create a header, in your editor, you should put (#) before the word that is supported to be a header.

(-) - This symbol indicates the Open status.

For example, if you want to put your item in the open status, in your editor, you should put (-) before the item(s) that is supposed to be in the open status.

(i) - This symbol indicates the In Progress status.

(+) - This symbol indicates the Done status.

Styles

*Bold* - The word enclosed in asterisks will be bold.
_Italic_ - The word enclosed in underscores will be in italics.
+Underline+ - The word enclosed in pluses will be underlined.
-Strikethrough- - The word enclosed in hyphens will be strikethrough.
{color:red}word{color} - The word(s) enclosed in this formula, where word indicates a placeholder, will be colored.

When you add a new checklist, a sequence number appears in each list in the following format: Checklist #1. You can change this name by double-clicking on it.

[https://support.atlassian.com/cloud-automation/docs/smart-values-in-jira-automation/ 'Smart values in Jira automation']

Creating Subtask

You can convert important checklist items into sub-tasks by selecting the Convert to Sub-task icon in the item toolbar. The converted subtask appears in the Child issues section on the issue page and displays its status. It also remains as a part of the checklist but now with the prefix Sub-task.

Adding Custom Statuses

Checklist for Jira On-the-Fly allows you to create custom statuses with specific colors for your checklist items.

Choose your project to manage custom statuses - This field allows you to select the project where you want to create custom statuses.
Status name* - This field allows you to enter the name for your custom status.
Icon name - This field allows you to select the icon that your custom status will have.
Status symbol* - This field allows you to select the symbol you will use for editing in bulk editing
Status color - This field allows you to select any color of any shape to indicate your status.

Checklist for Jira On-the-Fly Notification Settings

How Notifications Work

Checklist for Jira On-the-Fly notifications are enabled for all projects by default. These are checklist items update notifications. The app settings allow you to disable them. You can disable notifications for either all projects simultaneously or for a specific project.

How to Disable Notifications

Being signed in to your Jira Cloud instance, select Apps, and then select Manage your apps.

Select Notification Settings (Under the CHECKLIST FOR JIRA ON-THE-FLY section).

Switch the toggle to disable notifications for all projects.

Select Configure Projects Notifications, if you want to disable notifications for a specific project.

Select where you want to keep notifications and where to disable them, and then switch the toggle.

Setting Checklist for Jira On-the-Fly Position

By default, the checklist is located in the center of an issue page.

You can collapse the checklist, and then the progress line with percentages of completed tasks will be displayed.

You can move the checklist to the Details section on the right.

The Checklist for Jira On-the-Fly field will appear on the right side. Selecting Open Checklist for Jira On-the-Fly → expands the checklist itself.

Your checklist will be displayed on the right will the full functionality described before. Selecting ← Checklist for Jira On-the-Fly returns you to the Details tab.

Deleting Checklist for Jira On-the-Fly Items

Checklist for Jira On-the-Fly allows you to delete a single item if you don’t want to delete the whole checklist.

Checklist On-the-Fly also allows you to delete all items at once.

Creating and Managing Templates

Checklist for Jira On-the-Fly allows you to create as many checklist templates as necessary for various projects. These templates help organize the entire task pull effectively, visualizing your progress comprehensively. This not only saves you time and effort but also enhances productivity by streamlining your workflow.

Creating Templates

Create a checklist with the appropriate items, and then select Save it as a template.

When you need a checklist template, select Load from templates, and then select the necessary one.

Managing Templates

You can also view, edit, and delete your templates.

Select the Edit icon to start editing your template.

Name* - This field allows you to change the name of your template.
Public visibility - This option allows other users to use, edit, and delete the template.
Template - This field allows you to modify the checklist body. You can delete or add checklist items, headers, etc.

Select the Recycle Bin icon to delete your template.

Enabling Issue Status Synchronization

Issue status synchronization - this feature synchronizes checklist item statuses with issue statuses in Jira, ensuring that your checklist and issue statuses are always aligned. It provides a clear and accurate overview of your project’s progress.

If all checklist items are completed, the issue will be automatically moved to the Done status.

If your checklist item includes the issue itself added by its issue key, Checklist for Jira On-the-Fly will synchronize its statuses between the board and in the checklist.