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Checklist Templates

  • Creating templates: Define tasks and workflows.
  • Editable checklists: Modify checklists on the fly.
  • Public access: Share checklists via public links.

Integrations

  • Jira integration: Embed checklists into Jira issues.
  • Confluence integration: Add checklists to Confluence pages.

Advanced Features

  • AI-driven templates: Generate checklist templates using AI.
  • Recurring checklists: Automate creation based on a set interval.

Mobile Support

  • iOS and Android apps are available for creating and managing checklists on the go.

Full List of Features


Feature / Use caseDescriptionChecklists for JiraChecklists for ConfluenceMobile App
Create a new template for checklistsCreating templates is for defining the tasks and flow of work.βœ…βœ…βŒ
Create new checklist from a templateTo fill out a checklist you have to generate it from a template.βœ…βœ…βœ…
Creating an ad-hoc checklistYou can create a checklist with any tasks that you want, it doesn’t just have to be based off of a template.βœ…βœ…βœ…
Create a checklist via public linkSimply click a link to create a new checklist.βœ…βœ…βœ…
Editable checklistsEdit a checklist on the fly or create one without a template so that spontaneous to-do list are possible.βœ…βœ…βŒ
Manually embed a checklist into a Jira issueUseful to enhance a Jira issue with a quick and versatile checklist.βœ…βŒβŒ
Add multiple checklists to a Jira issueAllows you to add multiple checklists to a Jira issue.βœ…βŒβŒ
Embed a checklist into a Confluence pageOften it’s valuable to enhance documentation and workflow description with a checklist.βŒβœ…βŒ
Public web interface for checklistsAll checklists can easily be filled out with a simple web interface (progressive web app).βœ…βœ…βœ…
Reopening of finished checklistsYou can reactivate finished checklists if you made any mistakes.Β βœ…βœ…βœ…
Backlink to Jira and ConfluenceYou can view the Jira Issue or Confluence Page your checklist is linked to.Β βœ…βœ…βŒ
Synch data between all used platformsAll checklists and templates are perfectly synched in your Confluence and Jira Didit hubs and our public web portal.βœ…βœ…βœ…
Access all checklists in the Didit hubChecklists can be setup and run totally by yourself within your Atlassian software.βœ…βœ…βŒ
Filter checklists in the Didit hubOnce you get the hang of it, you’ll have lots of checklists. That’s when our filters help.βœ…βœ…βŒ
Template searchQuickly search for templates using keywords or phrases.βœ…βœ…βŒ
Generate checklist templates from AIUse the integrated ChatGPT to create new checklist templates.βœ…βœ…βŒ
Retrieve and share a public link to a checklistEvery generated checklist can be a public checklist. Such checklists can be accessed by everyone who has the link. No login needed.βœ…βœ…βŒ
Public APIAutomate task management, custom reporting, and integrate checklists in third party appsβœ…βœ…βœ…
Export checklistsIf you want to save or transfer a checklist you can save a JSON export file.βœ…βœ…βŒ
PDF exportExport checklists to PDF. Choose one checklist or multiple.βœ…βœ…βŒ
Import checklistsSuch exports can be imported in the software as well.βœ…βœ…βŒ
AI-driven checklist creationCreate new checklists with ChatGPT from a simple sentence within seconds.βœ…βœ…βŒ
AI support toggleEnable or disable the AI support for your checklist creation.βœ…βœ…βŒ
Progress barΒ Stay on top of your pending and checked tasks.Β βœ…βœ…βŒ
Show & hide checked tasksYou can define default visibility behavior of checked tasks or manually show/hide them on the go.βœ…βœ…βœ…
Skip tasksNo need to complete a certain task? Just skip it!βœ…βœ…βœ…
Yes/no-tasksSome questions need answering.Β βœ…βœ…βœ…
Require additional info in checklist on β€œno” answersProvide an explanation for your actions.Β βœ…βœ…βœ…
Headings for checklistsHeaders group tasks into cohesive unitsβœ…βœ…βœ…
Add notes to checklistsIf you need to add a thought or a remark to your checklist when filling it out.βœ…βœ…βœ…
Add images to checklistsA picture can be worth more than a thousand words. Add it to your checklist.βœ…βœ…βœ…
Add metadata to checklistsAbility to add contextual information to checklists while filling them out.βœ…βœ…βœ…
How to add a due date to a checklistDue dates can be automatically added with recurring checklists or manually added to individual checklist instances.βœ…βœ…
Copy/paste bulk tasksAn easy way to add more than one task.βœ…βœ…βŒ
Dark mode supportChose your preferred mode - light or dark?βœ…βœ…βœ…
Require signatures for checklists after completionAbility to define in a checklist template that signatures are required after completion.βœ…βœ…βŒ
Sign checklists after completionAbility to sign a checklist after completing it.βœ…βœ…βœ…
Ability to give feedback about improvementsThe first checklist almost always stinks. Iterating and improving is crucial to exploit the value of checklists. We offer a simple way to suggest improvements from within the app.βœ…βœ…βœ…
Systematically work on feedback in the Didit hubOnce you receive feedback and suggestions for improvements you can resolve or delete them in the Didit hub.βœ…βœ…βŒ
Add descriptions for checklist templatesTo help people who fill out checklists you can add a description with links and instructions that will be displayed in each checklist as well.βœ…βœ…βŒ
Add videos to checklist templatesA video is a great way to show someone what a task is all about.βœ…βœ…βŒ
Permission settingsRestrict access to different checklists based on group membership.βœ…βœ…βŒ
Favorite checklist templatesChoose which templates are your β€œfavorite” so it is easy to find them.βœ…βœ…βŒ
Recurring checklistsAutomate checklist creation based on a set time interval.βœ…βœ…βœ…
Statistics about checklist usageWe calculate insightful statistics that are both engaging for people filling out checklists after they do so and help you understand your checklist template’s usage.βœ…βœ…βœ…
Define one or multiple template managersProvide an email address of the template manager.βœ…βœ…βŒ
Delete checklists and checklist templatesDelete checklists and checklist templates that you no longer need. You can restore checklist templates but not checklists.βœ…βœ…βŒ
Restore (undelete) checklist templatesYou can restore checklist templates that you have deleted.βœ…βœ…βŒ
Project settings in JiraManage default behavior settings for your Jira projects.βœ…βŒβŒ
Jira attributes integrationΒ Quickly see the Status, Assignee, and Due date of the linked Jira issue.βœ…βŒβŒ
Integration with Jira automationUse custom fields and properties to automat your workflows.βœ…βŒβŒ
Automatically embed checklistsYou can define, that a certain checklist is automatically assigned to each new issue type in a project.βœ…βŒβŒ
How to set default checklists in my Jira projectAutomatically create a new checklist from a template in connection to issue types.βœ…βŒβŒ
Audit log (in Jira Issue View)All your checklist activities in one place.βœ…βœ…βŒ
Convert a checklist task to a Jira issueAbility to convert a checklist task to follow-up Jira issue, when a task completion is not possible.βœ…βŒβŒ
Cloning issues with a checklistYou can clone issues with checklists, but please note the expected behavior for different situations.βœ…βŒβŒ
Jira post functionsAutomate your checklist completion with Jira post functions.βœ…βŒβŒ
Jira validatorsEnsure checklists are completed before transitioning a Jira issue to a certain status.βœ…βŒβŒ
Custom fields from DiditSee all the custom fields which Didit creates in your instance.βœ…βŒβŒ
Global visibility settingsIn Jira, you can set the Didit checklist template visibility in each project from the global app settings.βœ…βŒβŒ
Template access from Jira issue/Confluence pageΒ Quickly access the template from within the checklists.βœ…βœ…βŒ
Use a checklist in a page template/blueprintWhenever you create a new page with a template in Confluence you can add a checklist automatically.βŒβœ…βŒ
Create a button to create new checklistsWithin your documentation on Confluence pages you can insert a link to create a new checklist as a prominent button.βŒβœ…βŒ
Checklist list macroUse this macro to list out all checklist based on your search within the macro.βŒβœ…βŒ
AI-checklist from page contentConvert your Confluence page into a checklist with the power of AI.βŒβœ…βŒ
Invite external user to join the checklists appNot each customer and user needs to see all Checklist Instances or Templates. Only those relevant should be visible for the right people or groups.βœ…βœ…βŒ
Create a QR code and use checklists mobileQR codes can easily be scanned with every smartphone and used without login.βœ…βœ…βœ…
Retrieve public create link for checklistsΒ Such public links can be shared in chats and emails and allow easy checklist creation.βœ…βœ…βŒ
Keyboard shortcutsAllow users to navigate checklist with the keyboard.βœ…βœ…βŒ
German and English language supportOur app currently supports two languages.βœ…βœ…βŒ
Global public checklist configurationHow to globally configure if public checklists are allowed in Didit Checklists for Atlassian Confluence and Jiraβœ…βœ…βŒ