Checklist & Templates Permissions
☝🏼IMPORTANT NOTE: Due to the upcoming transition of Smart Checklist to Forge, Custom permissions must be reconfigured within permission schemas after the upgrade.
Smart Checklist Custom Permissions to view and work with checklists will be reset post-migration and must be manually reconfigured.
Jira permissions will be migrated without changes.
☝🏼 Please be aware that users may temporarily lose access to checklists until the custom permissions are properly reconfigured after the upgrade to Forge.
💡HINT: To simplify reconfiguration, take a screenshot of your current Custom permissions setup before update to Forge.
Smart Checklist emulates global Jira permissions by default as follows:
Users with "Browse Projects" only permission will be able to browse issues and see Smart Checklist content in these issues. They will not be able to bring any changes to checklists though.
Users with "Edit Issue" permission will be able to modify checklists (mark items as done/undone; edit items content, add/delete items, etc.), import templates and save checklist as a template.
Users with "Administer Projects" permissions are able to create/modify templates and set them as default. You can grant proper permissions via Project Settings → People → Add People
You can enable Custom Permissions to View and Work with Smart Checklist. See how to Set-up Custom Permissions
Project Admin has all defined accesses in case he has “Browse Projects” permissions for custom permissions disabled and in addition “View Smart Checklist” for custom permissions enabled.
Site Admin has same permissions as Administer Projects.
Custom permissions to Work with Smart Checklist ENABLED
| Add Smart Checklist Items | Set Status of Smart Checklist Items | Delete Smart Checklist Items | Manage Smart Checklist Items | Administer Projects |
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Feature | Smart Checklist permissions | Jira permissions | |||
Checklist | |||||
View checklist items | requires at least “Browse Projects” and (or) “View Smart Checklist“ permission to view and access checklists | ||||
View Smart Checklist History | |||||
Add checklist Items |
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Add checklist Items under headers PRO |
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Set status of checklist Items (linked/non-linked) |
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Edit checklist Items, use Full-Screen Editor |
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Reorder checklist Items |
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Delete checklist Items |
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Convert to Jira Issue |
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Add checklist item details |
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Delete checklist item details |
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Clear checklist |
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Make the item |
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Check/Uncheck all items PRO |
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Check/Uncheck all items under headers PRO |
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Expand/Collapse all headers PRO |
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Templates | |||||
View Templates |
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Import Template (linked/non-linked) |
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Save Template |
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Unlink template from Issue view PRO |
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Manage Templates | |||||
Create Template |
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Edit Template |
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Delete Template |
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Set Template as Default |
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Duplicate Template |
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Convert to global/project/linked |
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Manage Templates in Project Settings | |||||
Create Template |
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Edit Template |
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Delete Template |
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Set Template as Default |
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Configure Advanced Settings PRO |
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Duplicate Template |
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Convert to global/project/linked |
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Manage Custom statuses in Project Settings new | |||||
Create new custom status PRO |
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Edit project custom status PRO |
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Assign custom status to project PRO |
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Delete project custom status PRO |
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If you enable custom permissions to Work with Smart Checklist only - access to View Smart Checklist features is defined by standard Jira permissions (roles).
Note: If you use the "Checklists" custom field, make sure that users without Work with Smart Checklist permissions cannot edit the field, as this would allow them to modify the checklist content.
Custom permission to View Smart Checklist ENABLED
Feature | View Smart Checklist |
|---|---|
View checklist items | |
View Smart Checklist History |
If you enable custom permissions to View Smart Checklist only - access to Work with Smart Checklist features is defined by standard Jira permissions (roles).
If you enable both custom permissions — View Smart Checklist and Work with Smart Checklist—you must have the View Smart Checklist permission to be able to view the Smart Checklist, regardless of any other checklist permissions you have.
Note: Checklist data is also stored within the issue properties. Users who can view the issue, but do not have View Smart Checklist permission, can still access the checklist content through the issue properties.
Note: If you have set up the “Checklists” custom field and included it on Jira screens, the checklist content will still be visible in the field, even if the user does not have View Smart Checklist permission.
Custom permissions to View and Work with Smart Checklist DISABLED *
*standard Jira permissions (Roles) are used
| "Browse Projects" | "Edit Issues" | "Administer Projects” | “Viewer” | "Member" | "Administrator" |
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Feature | Company Managed (Classic) projects | Team Managed (Next Gen) projects | ||||
View checklist items | requires at least “Browse Projects” permission to view and access checklists | requires at least “Browse Projects” permission to view and access checklists | ||||
View Smart Checklist History | ||||||
Add checklist Items |
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Add checklist Items under headers PRO |
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Set status of checklist Items (linked/non-linked) |
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Edit checklist Items, use Full-Screen Editor |
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Reorder checklist Items |
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Delete checklist Items |
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Clear checklist |
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