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Getting Started with Simple Checklist for Jira

Simple Checklist for Jira adds a checklist to every Jira issue. Items can have sections, owners, due dates and a requirement, and a workflow validator can keep an issue from moving on until its required items are done. It runs entirely on Atlassian Forge, so your checklists never leave Atlassian.

A checklist on a Jira issue with two sections, required items, owners and due dates

Where to find it

Where What it's for
An issue → Simple Checklist The checklist itself, with progress and the Activity tab
The issue's Activity section → Simple Checklist The same checklist, next to comments and history
The right-hand column of an issue → Checklist A done/total badge; red while required items are open
Jira settings → Apps → Simple Checklist Templates, statuses, permissions, workflows and Automation (Jira admins only)

Your first checklist

  1. Open any issue and find the Simple Checklist panel. If it isn't there yet, add it from the issue's Apps button.
  2. Type an item in Add an item and press Enter. Start a line with # to add a section instead.
  3. Paste a whole list to add one item per line. - [x] lines come in as done, and a line ending in ! is marked Required.
  4. Tick the circle to finish an item, or pick a status from its menu.

An empty checklist, with template suggestions

An empty checklist offers your site's templates, so you can start from one with a click.

Next steps

Stuck on something this page does not cover? Ask the developers.