Custom Statuses
Enhance your checklists with custom statuses for greater flexibility and control! ๐
๐ค JIRA PERMISSION REQUIRED: Site Admin rights are needed to manage checklist statuses
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Custom statuses๐๐ป
Manage statuses within the Project
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You can now manage custom checklist statuses directly from the Project Settings.
Global and default statuses shared across all projects, however, can only be managed from the Global Settings โ Custom Statuses | Manage statuses from Global Settings
๐ค JIRA PERMISSION REQUIRED: grant users Administer Projects permissions to manage Project Statuses from the Project Settings.
To manage Project statuses, follow the next steps:
Go to Project Settings โ Apps โ Smart Checklist โ Statuses tab.
Youโll be redirected to the Statuses tab showing a list of all available statuses for the project.
Alternatively, do it from the Issue view. Open any issue:
Click a checklist itemโs status โ select Manage statuses from the dropdown.
Or click Smart checklist menu โ Manage checklist statuses.
Add project custom status
In the Statuses tab, enter Status name.
Click โCreateโ on the appeared dropdown.
Entering a new status name in the Project SettingsSelect the color from the dropdown.
Select the status state - checked/unchecked.
Click Add new status.
๐ฅณ Thatโs it! Your status is now saved and available in the list of Project Statuses. You can easily apply it to checklist items within this project.
โ๐ผNOTE: If a status with the same name already exists in the instance, a new one wonโt be created โ the existing status will simply be added to the current project. You can only manage its presence in your project, not its color or checkbox.
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Edit project custom status
You can change:
Color โ click the color dropdown in the Color column.
Status state โ click the value in the Checkbox column to toggle between checked and unchecked
Status Order
Statuses in the Project Settings appear in the following order:
Global statuses always appear at the top.
Other statuses follow the global-level order.
Project-level reordering is not available.
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Delete project custom status
To delete a status, click on the Trash bin icon next to the status. You will be asked to confirm the deletion.
After deletion:
Checklist items with checked status will be reassigned to Done
Checklist items with unchecked status will be reassigned to To Do
โ๐ผNOTE:
On the project level, you cannot manage default statuses (To Do, In Progress, Done) or global statuses shared across all projects.
You can only manage statuses that were created or added specifically for this project.
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Custom statuses in templates
You can use project-specific statuses in your project templates.
If a project template containing project-specific statuses is converted to a global template, those statuses will be automatically replaced with To Do or Done.
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Manage statuses from Global Settings
To manage your checklist statuses, navigate to Apps โ Smart Checklist โ App Settings โ Statuses
You will find four default statuses: TO DO, IN PROGRESS, SKIPPED and DONE.
๐กHINT: You can customize the order of default statuses, but their color and state cannot be changed.
Add a new custom status
To add a custom status, enter the desired name, color, checkbox state, projects, and click โAdd new statusโ.
The name of the custom status is limited to 50 characters.
โ๐ผ NOTE: You canโt rename a custom status once itโs added. Youโll need to remove the status
and add a new one ๐
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Change status color
You can easily change colors of your custom statuses. In order to do that, refer to the Color column and choose the color from the dropdown:
Choose status checkbox state
Smart Checklist items can have 2 checkbox states. States allow you to display the items as completed or not:
checked state | UNchecked state |
checked state will treat the checklist item as done | UNchecked state will treat the checklist item as not completed |
In order to choose the custom status checkbox state refer to the Checkbox column and choose the state from the dropdown:
โ๐ผNOTE: The state cannot be changed for default statuses.
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Assign status to Projects
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You can choose which projects a custom status applies to.
Use the new Projects column to assign a status to: all projects, multiple projects, or single project.
By default, all existing global custom statuses are assigned to All projects. You can update this as needed.
Reorder statuses
Use the drag handle to move the entire status row and arrange statuses in the desired order for selecting statuses for checklist items.
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Remove status
To remove a custom status, click the Trash bin icon next to the status. A warning will appear:
Once confirmed, the status will be removed, and all checklist items will be reassigned to default statuses based on the following rules:
Checked State: Items will be set to Done.
Unchecked State: Items will be set to To Do.
โ๐ผ NOTE: Default statuses cannot be removed.
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Statuses on the Issue view
Change status for checklist items
Statuses are shown as a dropdown in the right column of checklist items:
Custom status in RAW text format
You can reference custom statuses as [status name] in the markdown formatting.
You Type | You Get |
|---|---|
- [IN REVIEW] IN REVIEW item with Unchecked state
- [CUSTOM STATUS] CUSTOM STATUS item with Unchecked state
- [FAILED] FAILED item with Checked state | ย |