Add Checklist to Screens
Enable actionable checklists directly on Create and Transition screens 😎
Contents 👇🏼
Overview
The Smart Checklist field is a custom field provided by the app. It cannot be created manually because it uses an internal field type available only to Smart Checklist.
Its purpose is to bring an interactive checklist to:
Create Issue screen
Workflow Transition screens
This allows users to prepare or complete checklist items before an issue enters the workflow or before moving it to the next state.
☝🏼NOTE: You do not need to add this field to Edit or View screens.
The full checklist experience remains in the main Smart Checklist panel, while this field is intended only for Create/Transition operations.
Add Smart Checklist to Create Issue screen
Go to Settings → Work items → Screens
Open the screen used for Create Issue operations
Add the Smart Checklist field
Save
Now, users can work with checklists during issue creation, including adding, editing, reordering, and creating mandatory checklist items.
Add Smart Checklist to Transition Screen
Add “Smart Checklist“ field to the Transition screen:
Go to Settings → Work items → Screens
Open the screen used for Issue Transition
Add the Smart Checklist field
Save
Add screen to workflow transition:
Go to Settings → Workflows → Edit workflow
Select the desired transition
Choose Add rule → Show a screen
Select a screen to display during this transition
Publish the workflow
Users can now work with the checklist directly on the transition screen during an issue transition.
If the checklist completion validator is enabled, users will see an error message prompting them to complete all required items before the transition is allowed. The checklist is validated before the issue can move to the next status.
💡HINT: Read more about checklist completion validator here → Workflows
☝🏼NOTE: The field works correctly only if New Transition experience is enabled. This is a per-user preference, not a global setting.
To enable it:
Open General Settings → Scroll to Jira Labs → Toggle New work transition experience → ON
Every user who interacts with the transition screen must enable this individually.