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Program Room - PI checklist

Vandana Kurapati

Can you please elaborate on how to create PI checklist to show up in program room?

Accepted answers

Derek Huether

Hey Vandana!
Try navigating to the Program Room. In the center-top of the screen is a "View Configuration" button. Select that button and you'll be provided an option to toggle on the PI Checklist. Try that and see if this resolves your issue. ~ Derek

Screen Shot 2020-12-19 at 4.02.38 PM.png

All comments

Derek Huether

Screen Shot 2020-12-19 at 4.02.38 PM.png

Vandana Kurapati

Thank you for your response. I see the PI check list card in the Program room but cannot see any checklist assigned to the room. How do we create Checklists?

Mark Cruth

@Vandana Kurapati - I'd recommend checking out the Checklist Help Page.

This will show you how to create a Checklist in Jira Align. To get a checklist to appear in a Program Room, make sure to select the following options during creation...

View: Public
Usage: Shared
Shared with: Room
Portfolio: Select the applicable Portfolio (a Program Room checklist can be unique by Portfolio, meaning each Program in a Portfolio would use the same checklist). Screen Shot 2020-12-19 at 5.43.01 PM.png

Hope this helps!

Vandana Kurapati

Thank you Mark. I do not see Checklist option in the configuration bar. Also checked to see if there are any settings in the role. Could not find it there as well.

Mark Cruth

@Vandana Kurapati - do you see the following icon at the top right of your screen? Should look like a clipboard icon. Click on that to access / create checklists. Let me know if you don't see it.

Screen Shot 2020-12-19 at 8.19.18 PM.png

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