Custom Statuses
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Enhance your checklists with custom statuses for greater flexibility and control!π
π€ JIRA PERMISSION REQUIRED: Admin rights are needed to manage checklist statuses.
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Contents ππΌ
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Manage statuses within the Project
Starting from v7.8.0, Custom statuses can be managed from the Project Statuses modal accessible from the issue view for all projects where the checklist is enabled.
Global statuses, however, can only be managed from the Global Settings β Custom Statuses | Manage statuses from Global Settings
π€ JIRA PERMISSION REQUIRED: grant users Administer Projects permissions to manage Project Statuses from the Issue view.
To manage Project statuses, follow the next steps:
Go to a Jira Issue that contains Smart Checklist.
Navigate to the Smart Checklist menu and select the Manage Checklist Statuses option.
The Project Statuses modal will open, displaying a list of available statuses.
Add project custom status
Open the issue that contains the checklist.
Go to the Smart Checklist menu and select the Manage Checklist statuses option.
Enter Status name.
Click on the appeared dropdown.
Select the color from the dropdown.
Select the status state - checked/unchecked.
Click Add new status.
π₯³ Thatβs 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.
βπΌNOTE: If a status with the same name already exists on the instance, it wonβt create a new one β itβll simply assign the existing status to the current project.
Edit project custom status
You can change:
Color β click the color dropdown in the Color column.
Status state β click the value in the Checkbox column to toggle between checked and unchecked.
Status Order
Statuses on the Project statuses modal are on the checklist are ordered as following:
Global statuses always appear at the top.
Other statuses follow the global-level order.
Project-level reordering is not available.
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.
If status is used in checklist items, a warning will appear.
If status is shared across projects, it will stay in Global Settings but be unassigned from the current project.
After deletion:
Checklist items with checked status will be reassigned to Done
Checklist items with unchecked status will be reassigned to To Do
βπΌNOTE:
Default statuses - cannot be deleted/updated.
Global statuses (assigned to all projects) - cannot be deleted/updated/unassigned from the project.
Multi-project statuses - can be unassigned from the project, but cannot be updated from the Project level.
Manage statuses from Global Settings
To manage your checklist statuses, navigate to Admin Console β Manage Apps β Smart Checklist β Settings β Statuses
You will find four default statuses: TO DO, IN PROGRESS, SKIPPED and DONE.
π‘HINT: You can customize the color and order of default statuses, but their state cannot be changed.
Add custom status
To add a custom status, enter the desired name below the statuses list, select a color and state, then click + Add.
βπΌNOTE: The status name is limited to 20 characters and cannot be renamed once added. To change it, you must remove the existing status and create a new one.
Change status color
You can easily change the colors of your default and custom statuses. To do this, go to the Color column and select a new color from the dropdown menu.
βπΌNOTE: Changes will not apply to statuses that are already selected. You must select a different status to see the new color.
Choose status state
Smart Checklist items can be either Checked or Unchecked to indicate completion.
Select the desired state from the dropdown menu in the State column.
βπΌNOTE: The state cannot be changed for default statuses.
Reorder statuses
Use the draggable icon to move the entire status line and arrange the statuses as desired for the checklist UI.
βπΌNOTE: The new order will apply when selecting statuses for items.
Remove status
To remove a custom status, click the Trash bin icon next to the status.
If no checklist items are assigned to the status, it will be removed immediately.
If there are checklist items with that 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.
βπΌNOTE: Default statuses cannot be removed.
Assign statuses to Projects
Starting from v7.8.0, 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.
Choose Status Display Style
Navigate to Manage Apps β Smart Checklist β Settings β Global Settings.
Select one of the three display styles:
All statuses - statuses are always shown to the right of checklist items.
Specific statuses - arrow dropdown and only custom statuses to be shown near the checkboxes.
Checkboxes only - no statuses are shown, only checkboxes.
βπΌNOTE: When selecting Checkboxes only, custom statuses will not be displayed alongside the checklist items. Only the checkboxes will be visible.
Control strikethrough for checked items
You can choose to strike through checked items (default option) or leave them without strikethrough.
Strikethrough ON | Strikethrough OFF |
|---|---|
| |
Custom status in RAW text format
Custom statuses are represented by [STATUS NAME] preceding the checklist item. Simply type the status in square brackets before the item description to apply it.
You Type | You Get |
|---|---|
+ [PASSED] Update project documentation
- [IN REVIEW] Review code for new feature
+ [COMPLETED] Finalize sprint planning
- [IN QA] Test new API integration
+ [FAILED] Bug fix verification failed | |
You are all set! Hope everything works for you! πͺπ»
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