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Checklist creation streamlines task management and ensures clear guidelines for successful project execution. Effortlessly create Definitions of Done, Acceptance Criteria, and To-Do Lists for Jira issues using a Confluence-like editor.

Instruction on how to create a checklist

  1. Locate the installed Issue Checklist Template and Report add-on

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  1. beneath the Jira Apps menu and click

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  1. to open.

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  1. Alternatively, you can

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  1. open the Checklist Manager from the add-on widget in any Jira task to create checklists.

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  1. Click the “Add new checklist” button. 

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3. Type the name of your checklist in the provided field.

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  2. Enter the checklist name in the designated field. If you utilize recurring creation or run now, the checklist name will automatically match the summary of the corresponding Jira issue.

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  3. Choose a necessary title from the variety of available ones.

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  1. Click the

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  1. icon to add as many action items to your checklist as you need.

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  1. Click the “@” icon to mention your team member in the necessary action, and choose the person you want to mention. 

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  1. Click a table icon to add a table to your checklist.

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  1. Click three dots to choose more formatting for your text (Underline, Strikethrough, Code, Subscript, Superscript, etc).

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  1. Click the “+” icon to insert additional items:

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  1. Click “Save changes” to save your checklist.

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  2. After creating a checklist, you can utilize it as a template for automatically creating recurring issues with the checklist

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  1. by scheduling or manually adding it to Jira issues.

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Info

If you need help or want to ask questions, please contact us through SaaSJet Support or via email support@saasjet.atlassian.net

Tip

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