Checklist Items

Individual checklist items have their own functionality and can be enhanced by adding rich text formatting, work item links, user mentions, due dates, etc.

Checkbox vs Status

Checklists can be configured to display simple checkboxes, statues or both. Statuses can be enabled on globally or per project.

Checklist Item Toolbar

Hovering over a checklist item will display the checklist toolbar. The Checklist item toolbar allows you to perform operations on individual checklist items.

Make Item Optional/Mandatory

Checklist items can be set as optional or mandatory. Mandatory items can be used in automation (through entity properties) and with workflow validators (to block work item transition).

Checklist items are mandatory by default, but can be changed via the UI, Editor, or through the Checklist Text custom field. To make a checklist item optional, click on the question mark icon in the toolbar. A question mark next to checkbox indicates that an item is optional.

Convert item to Jira work item

Clicking on the Convert work item icon will open the Jira Create work item dialogue box:

The Project field will be populated with the current project
The Summary field will be populated with the text of the checklist item
If the checklist item included a description, then the item description will be used to populate the Jira work item Description field
If the Create screen includes the Due date field, it will be populated with the first valid date from the checklist item
When the new work item is created, the checklist item will be marked as complete on the original work item.
The new work item will be linked to the original work item by relates to link.

Delete Item

Click on the trash icon to delete the item from the list.

Reorder Items

You can drag and drop items to reorder the list. Click on the grid icon to drag the item to the new position.

Move Items Between Checklists

If there are multiple checklists in the work item, you can use drag and drop feature to move items between the checklists, just like reordering items.

Item Descriptions

Descriptions allow you to include additional, multiline text on checklist items. Descriptions can be shown (read-only) or hidden (and expanded) when the checklist is viewed in Jira. Descriptions can be added/edited via the Description button on the item toolbar, the Checklist Text custom field or the Editor.

Adding a Description via the Add Description button

Hover above the item you want to add a description to display the tools at the right side of the text
Click on the paper icon to open a text box below the item
Type the description, click the checkmark button to save it, or click the X button to cancel adding the description. Clicking the trash icon will also cancel adding the description

Description can also be added to template items. Enterprise customers will have the ability to also add description to Global Checklists' items

Adding a Description via the Checklist Text Custom Field

Ensure the Checklist Text field is visible on the Edit work item screen.
Click into the Checklist Text field and type the description, proceeded by >> below the checklist item.

Adding a Description via the Editor:

Click pencil icon to open the checklist in the Editor.
Add description, proceeded by >> in the lines below the checklist item. Alternatively, use the Toggle description button to add the >> characters automatically.

Formatting Descriptions

Descriptions can include advanced formatting elements (markdown, inline code, user mentions, due dates and work item keys that will be automatically linked to work items, etc.):

Description can contain checkbox Emojis like ☑️ or ☑, but it is not possible to add a working checkbox that you can toggle on/off to a description.

Bullet Points in Descriptions

To add/copy a bullet list into a description, proceed each bullet item with >>

* [done] First response
* [skipped] Questions if any
* [done] Solution
>> • first bullet point
>> • second bullet point
>> • third bullet point

Text Formatting

Dates

To assign a date to an item, type // (double slash). A calendar picker will open. Select the appropriate date.

You can also include date directly in the item's content (supported formats: YYYY-MM-DD, YYYY/MM/DD, DD-MM-YYYY, DD/MM/YYYY).