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Program Room - PI checklist

Vandana Kurapati
Contributor
December 18, 2020 edited

 

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

1 answer

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Derek Huether
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
December 19, 2020

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

Vandana Kurapati
Contributor
December 19, 2020

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?

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Mark Cruth
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
December 19, 2020

@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!

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Vandana Kurapati
Contributor
December 19, 2020

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.

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Mark Cruth
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
December 19, 2020

@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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Vandana Kurapati
Contributor
December 19, 2020

Thank you Mark. I can see it now :-) I was thinking that icon is for training simulations. I missed to see this.

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