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I’m very new to jira. How do I add a checklist to a jira tickets along w/ indicating the status?

I need to add a checklist to a jira ticket and see the current status of each item on the checklist. How do I configure Jira to add this functionality?

2 answers

1 vote

I work for Elements, which makes a Checklist app.

If you want to see some examples of a checklist app in action, this blog post about Elements Checklist could be helpful:

Jira doesn't have a checklist out of the box. You could set up 'Sub Tasks' to do this. I'd recommend keeping the workflow/fields for a sub-task dead simple so it operates like a checklist.

Alternatively you could also buy a Checklist 'app' from the marketplace.

I don't mean to be difficult. May I get more specifics on Sub Tasks? Is there a knowledge base article? To be honest, I"m applying for a job that uses JIRA. I'm in a stage where they have us research many questions where just one is about JIRA. I have no way to use the software to learn how to do it hands on. If you could be so kind as to give as much info as possible I would be very grateful! This would be a great help to me and the family.  Thank you Steven

Okay, well, I can give you pointers but I probably won't just spell the answer out for you. Foremost it's quite important, is this referring to Jira Cloud or the Jira Server/Data Center on-premise package? They are quite different so it's important to be specific. 



Regardless, in both cases there is the concept of 'Screens' and 'Workflows' though they're quite different now between Cloud and Server/Data Center.

  • In both cases you'll want to keep them quite simple. Ideally you can have a Sub-Task 'Screen' or set of fields that are like "Summary, Description" and nothing else.
  • Additionally, you'd want to keep the workflow simple since it doesn't really need to do much. Just having a 'Open' -> 'Closed' workflow should be sufficient. 

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