The primary purpose of a checklist is to manage and track checklist items (think of them as “tasks”).
A checklist is organized into Checklist > Tabs > Sections > Items
To get started, add a new tab (think of this as a topic or category), a new section, will automatically get added, you can later rename your tabs and sections.
Add a new item
- Click the + Add a new item link at the bottom of a section.
- Enter your item summary in the text box and hit “Enter”
- Additional attributes of an item you can set:
- Mark Done – check items that are done, items once checked will change their status to “Completed”, Items unchecked back will change the status to “To Do”
- Status Code – you can indicate the status of an item using a color-coded status code.
- Description – add additional details on the item.
- Mark Mandatory – indicate items that are “mandatory” using the mark mandatory star system⭐
Edit an item
- Simply click on the item to edit it.
- Similarly, you can also edit the status, description, and status code of an existing item.
Reorder items
- You can move items Up/Down to organize your list better.
- Use the Hamburger icon ☰ on the left of an item to drag it around.
Add a description to an item
- A description can be used to add additional details to your items.
- Click on an item’s description to add/ update it.
Delete an item
You can delete an item using the delete action (the bin icon).
- Hover over an item and a delete action will appear on the right.
- Click the delete icon to remove an item.
Hide/ Unhide completed items
- Click the ‘Hide Done’ checkbox’ on the top right corner of your checklist.
Mark an item mandatory
Items that are must to have can be marked mandatory.
- Click the star icon on the left of an item to indicate a mandatory item.
Note – If you are using a checklist inside a Jira ticket, you can use the workflow transition to disallow a ticket resolution until all mandatory items are marked done.
Search within a checklist
The top-level search box lets you search everywhere on your checklist. You can search across tabs and sections using the search text.
- Searchbox is available on the top left corner of a checklist.
- Enter the text you want to search and hit enter.
- Until you clear your search, the checklist will continue to “filter” items based on the search text.
- You can clear your search by clearing the search text or using the ‘X’ icon inside the search box.
Reset or Delete a checklist
You can delete all checklist tabs, sections and items by resetting it to blank.
- At the top right of your checklist, open the Hamburger Menu ☰
- Click ‘Reset this checklist.
Note – Resetting a checklist will delete all data for the current checklist. This operation is irreversible.
Checklist for Jira Cloud uses the following hierarchy
Checklist > Tabs > Sections > Items