Getting started

Get up and running

Once you have Checklist installed, there’s one essential step to get started:

• Add a Checklist custom field to Jira (see https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/1951596558).

Adding the custom field is what makes Checklist available in your Jira installation. From there, you’re all set to start exploring the many configuration options that are available to administrators.

Customize to your heart’s content

Checklist is highly flexible and can be adapted to a wide range of needs. To start making Checklist your own, you can:

• Edit the configuration scheme context so that your checklist appears in the correct issue types and projects (see https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/1966145581).

• Create global items, which will appear in all checklists (see https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/1966145588).

• Create default local items, which will appear in all newly created checklists and can be edited by users (see https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/1966178352).

• Configure the settings that determine the behavior, look and feel, access control and advanced features of your checklists (see https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/1966112870).

• Create custom statuses that can be assigned to checklist items (see https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/1966080093).

And that’s not all! From there, you can take your checklists to the next level by adding a read-only proxy, customizing workflow transitions, and more. If you have coding skills, you can even use REST APIs and scripting to harness the full power of Checklist (see the https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/2020835350).

Onboard your users

Show your users how Checklist can boost their productivity! Walk them through the basics and refer them to the https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/1951629420 for details about all kinds of topics. For example, users can read about how to:

• Differentiate between local, default local, and global items; for example, users can edit local items, but only administrators can manage default local and global items (see https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/2026831955).

• Add and remove local items from checklists (see https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/1951563886 and https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/1951563933).

• Create and format headers to organize checklists (see https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/1965752439).

• Use special formatting to give checklist items some pizzazz (see https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/1951662210).

• Search checklists to quickly zero in on the information you need (see https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/1951629469).

Get inspired by practical how-tos

For practical examples of how you can use Checklist to accomplish specific tasks, see https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/1951662248. Checklist is used by all kinds of people to achieve all kinds of goals, and you’ll likely find some inspiration to help you manage your projects!

Examples include:

• https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/2091057178

• https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/2062287076

• https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/1951596699

• https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/2062287052

• https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/2081062922