User Guide

User Guide

To be able to access Checklist for Jira On-the-Fly, it should be configured as enabled to the certain project you’re working with or to all projects in the system. If you don’t see the Checklist for Jira On-the-Fly button in the issue or task, please contact your Jira Administrator.
Jira Administrators can always access Checklist for Jira On-the-Fly configurations.

How to create your checklist?

 

Step 1. Navigate to the issue/task in which you want to create a checklist.



 

Step 2. Enter the required items in the checklist field.

 

Step 3. Click on the menu to the left of the item and select the status: Open/ In progress/ Done.

Additional actions with items

 

  1. Mention user

To mention user(s), type @ followed by part of the user's name and pick appropriate user in the dropdown window.

 

2. Publish item as a link

Valid URLs will be automatically displayed as a links.

 

3. Publish issue keys

It is possible to add an issue key as an item. Just type in the issue key and it will display as a clickable link.

 

4. Get notifications

With checklist’s updates in task all issue watchers might receive email notifications as it happens with the project’s notifications.

If the user was mentioned in the checklist’s item, they will get email notifications about it personally and also get notifications in the Jira notifications panel.

 

5. Reorder Items

To reorder items, click nearby and drag the item to a new position on the list.

 

6. Edit Item

To edit a checklist item, click on the pencil icon, and make the changes. Hit enter or click on the checkmark when complete.

 

7. Delete Item(s) and checklist(s)

Items could be removed in several ways:

  • To delete one item, click on the “” icon on the item toolbar.

  • To delete all items from the checklist, click Settings icon and choose matching option in the dropdown menu.

  • To remove the whole checklist, click the trash icon near the checklist header.