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Instruction on how to add a checklist to a Jira issue manually

  1. Open the Recurring Checklists Issue Checklist Template and Report add-on. Create a new checklist or use an existing one.

  2. Create a new issue or use the existing one. Open it and click the Recurring Checklists Issue Checklist Template and Report icon in the add-on section. It is under issue summary.

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  3. Now there is an add-on widget in the issue. Select the needed checklist in the search and press Add Checklist button. Also, you can click Go to add-on and create a new checklist.

  4. To add more checklists to the issue press Add Checklist button and search for one more checklist of earlier created in the add-on.

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  5. Now you can fill the checklist directly in the issue and submit it when it is done.

  6. Once a checklist is added to the issue, you can monitor the status of the checklist instances for Jira issues with a detailed one-page report. Also, this checklist will be always available in the issue it’s been added to. 

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