Page Comparison

Mandatory Items

The following effects occur:

• New checklist items will appear with an asterisk in the top right corner.

  

• A button will appear in the editor to allow users to toggle individual checklist items to be either “mandatory” or “optional”.

  

• The summary in the header will turn orange when all mandatory items are checked.

  

• The allMandatoryItemsChecked JQL function will also be enabled (it will return false otherwise).

The existence of this feature is ignored completely, and new checklist items are not considered to be either mandatory or optional, and will appear as a standard checkbox without an asterisk. If this feature is enabled at a later date, any checklist items that were created while the feature was off will be considered mandatory by default.

Local ItemsPriorities

Users can add local items, which are items that only apply to a single issue.

Users cannot add local items.

Convert to Issue

Users can convert checklist items to Jira issues.

Users cannot convert checklist items to Jira issues.

Default Mandatory State

Created items will be mandatory by default.

Created items will be optional by default.

Statuses

Users can assign priorities statuses to checklist items. The priorities that are available come from the priority scheme currently in use for the project.

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default statuses are N/A, In Progress, and Blocked; you can also create custom statuses.

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Users cannot assign priorities statuses to checklist items.

Advanced MarkdownLocal Items

Users can format their checklists using the full Markdown suite (CommonMark specification), with the exception of HTML blocks.

Users can only format their checklists using basic Markdown (italics, bold, and hyperlinks).

Section Headings

Summary: When enabled, a count will appear next to each header that tallies how many checklist items are checked out of the total number of checklist items in that section.

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Collapsible: When enabled, a caret will appear that allows users to expand and collapse sections.

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add local items, which are items that only apply to a single issue.

Users cannot create headers.

If this feature was enabled and then is later disabled, existing headers are not converted to regular items; instead, it simply removes the ability to create new headers and convert items to headers.

Statuses

Users can assign statuses to checklist items. The default statuses are N/A, In Progress, and Blocked; you can also create custom statuses.

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Users cannot assign statuses to checklist add local items.

Lock on Resolution

Global items that are added or updated will not be reflected in Jira issues that have already been resolved.

Global items that are added, updated or removed will be reflected in all Jira issues, even if they have already been resolved. Reindexing is required to see those changes in searches.

Convert to Issue

Users can convert checklist items to Jira issues.

You can also select an issue link type, which will be used to automatically create an issue link between the created issue and the original issue. In the Convert items to issues dialog, the selected issue link type will be pre-selected.

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Users cannot convert checklist items to Jira issues.

Due Dates

Users can assign due dates to checklist items.

Users cannot assign due dates to checklist items.

Priorities

Users can assign priorities to checklist items. The priorities that are available come from the priority scheme currently in use for the project.

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Users cannot assign due dates priorities to checklist items.

User Assignment

Users can assign checklist items to themselves or other users.

Users cannot assign checklist items to anyone.

Advanced Markdown

Users can format their checklists using the full Markdown suite (CommonMark specification), with the exception of HTML blocks.

Users can only format their checklists using basic Markdown (italics, bold, and hyperlinks).

External Images

Users can embed external images using Markdown syntax.

Users cannot embed external images.

Section Headings

Users can create headers togroup together checklist items.

• Summary: When enabled, a count will appear next to each header that tallies how many checklist items are checked out of the total number of checklist items in that section.

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• Collapsible: When enabled, a caret will appear that allows users to expand and collapse sections.

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• Collapsed by default: When enabled, all section headings will automatically be collapsed when a checklist is viewed.

Users cannot create headers.

If this feature was enabled and then is later disabled, existing headers are not converted to regular items; instead, it simply removes the ability to create new headers and convert items to headers.

Strike Through

When the checklist is in read-only view, a strike through effect will be applied to checklist items when they are checked.

This is disabled in edit views, such as the panel display modes and Agile boards.

No strikethrough effect will be applied to checklist items when they are checked.

Show More Count

On the issue details page, only a certain number of checklist items will be listed before a show more link is displayed. The checklist must be in read-only view for this feature to work, which means that Display Mode must be set to Custom field.

All checklist items are always displayed.

Show Checklist With No Items

If Display Mode is set to Custom field, the checklist will still appear in the issue detail view if it contains no items.

The checklist will not appear in the issue detail view if it contains no items.

Show Checklist With Items Unchecked

If Display Mode is set to Custom field, the checklist will still appear in the issue detail view if none of its items are checked.

The checklist will not appear in the issue detail view if none of its items are checked.

Display Mode

N/A

Applies the selected display mode to the checklist in the issue details view:

• Custom field: The checklist is displayed as a pop-out panel that must be clicked before it can be edited (it is placed within a screen tab).

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• Independent panel: The checklist is displayed as an independent panel that can be directly edited. Checklists are shown one after another within the panel.

  

• Sidebar panel: The checklist is displayed as a panel in the right-hand sidebar that can be directly edited. Checklists are shown one after another within the panel.

  

Assignee Display

N/A

Indicates how the assignee is displayed on a checklist item.

• Avatar (default): Only show the user’s avatar.

  

• Name: Only show the user’s full name.

  

• Initials: Only show the user’s initials.

  

• Avatar and initials: Show the user’s avatar and initials.

  

• Avatar and name: Show the user’s avatar and name.

  

Show Contact Support

A Contact Support link is available in the checklist header’s menu, linking to the Checklist Support portal.

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No Contact Support link is shown in the checklist header’s menu.

Compact View

The checklist’s view will be more compact, saving vertical scrolling for longer checklists.

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The checklist will have the default look and feel.

Show Only Checked Items

The checklist behaves like a standard Checkboxes custom field, where only checked items are displayed in the preview.

All items are rendered in the read-only view.

Checklist Header

A header is displayed at the very top of the checklist that shows completion progress and checklist operations.

• Read-Only View: When enabled, the header is displayed in read-only view.

• Edit View: When enabled, the header is displayed in edit view.

No header is displayed at the very top of the checklist.

Summaries' Source

N/A

Indicates what the header’s banner and progress bar base their progression on.

• All items: The summaries will show progress based on all of the checklist’s items, regardless of whether the items are optional or mandatory.

  

• Mandatory items: The summaries will show progress based only on the checklist’s mandatory items.

  

Banner Appearance

N/A

The color scheme of the banners:

• Subtle: Displays the banners in muted colors.

  

• Normal: Displays the banners in bold colors.

  

Banner Type

N/A

The type of banner that will be displayed:

• Progression: Displays a progress summary.

  

• Custom Labels: Enables the Custom Banner Labels section at the bottom of the page for creating custom checklist statuses.

  

Completed

Displays the entered custom status when the entire checklist is complete.

Incomplete

Displays the entered custom status when the checklist is partially complete.

All mandatory

Displays the entered custom status when all mandatory items in the checklist are complete.

Empty

Displays the entered custom status when the checklist contains no items.

Edit Roles

Only users who belong to the project roles selected from the drop-down can edit the checklist.

All users can edit the checklist, as long as they have the Edit Issue permission in Jira.

Reporter Can Edit

The issue reporter can edit the checklist items, even if they do not belong to a project role selected in Edit Roles.

The issue reporter cannot edit the checklist items if they do not belong to a project role selected in Edit Roles.

All Can Work On Items

All users can complete items and assign statuses, due dates or users to items (but won’t be able to edit or add items).

Only the users who belong to the project roles selected in Edit Roles can edit the checklist.

Reporter Can Edit

Import Templates in Checklists

The issue reporter can edit the checklist items, even if they do not belong to a project role selected in Edit RolesUsers can import templates into checklists in issues using either the Import template menu or the Quick import section of the template drop-down.

The issue reporter cannot edit the checklist items if they do not belong to a project role selected in Edit Roles Import template menu and the Quick import section are not shown.

Create / Edit Templates from Checklists

Only users who belong to the project roles selected from the drop-down can create templates from existing checklists (see Creating and importing templates).

If no project roles are selected, any user that can edit a checklist can create a template from it.

Users cannot create templates from checklists in issues.

Global Item Validation

When a user attempts to delete a global item, a window appears that displays the number of issues that contain that global item and prompts the user to either continue or cancel.

No window is displayed when a user deletes a global item. Turning this feature off can speed up deletion (querying your database using Jira’s process can take some time).

Confluence Renderer

The default XML renderer is replaced by a Confluence renderer, which allows checklists to display properly in Confluence.

The default XML renderer is used, which is better suited to exporting in XML. If you need to export in XML and need to disable this parameter, set up a Checklist Read-Only Proxy custom field instead to display your checklist in Confluence.

Clever Changelog

In the issue history, the before and after sections will only show items that were added, modified or removed when the custom field was modified.

The issue history will list all items before and after the custom field was modified, letting you compare the changes manually.