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How to create a new checklist in Jira in the Didit - Checklist hub

There are a few ways to create a new checklist with our Didit checklist app. It just depends on your initial point. For instance, you can generate checklists from the Didit hub, a Jira Issue, a Confluence page, and many more. Find a detailed list of different starting points for your checklist creation [below.](#not-what-you-were-looking-for-check-out-other-ways-to-create-a-checklist”

Let’s start with how to create a checklist in your Didit hub.

There are two options: Create a checklist from a template or create an ad-hoc checklist.

How to create a checklist from a template

  1. Jira with the apps menu open and the Didit Checklists option highlighted.
    Jira with the apps menu open and the Didit Checklists option highlighted.
  2. Hover your mouse of the template you would like to use and click “Create checklist.”

    The Didit hub in the manage checklists section with the Create checklist button highlighted.
    The Didit hub in the manage checklists section with the Create checklist button highlighted.
  3. After clicking the button, a modal will appear giving you the possibility to change your checklist’s name if needed.

    The dialogue to give a checklist a new name.
    The dialogue to give a checklist a new name.
  4. Once you click “Continue,” you will be directed to the detail view of your new checklist.

    The newly created checklist in the Didit hub.
    The newly created checklist in the Didit hub.
  5. Here, you can start checking off your tasks.

    The newly created checklist wth a few tasks marked as completed.
    The newly created checklist wth a few tasks marked as completed.
  6. If you need to edit your checklist, you must go back and select the pencil icon in the checklist list.

    The Didit hub manage checklists section with the pencil icon for a checklist highlighted.
    The Didit hub manage checklists section with the pencil icon for a checklist highlighted.

Did you know that you can see a list of all checklists generated from one specific template? Just click the list icon on the right and see for yourself!

The Didit hub manage templates section with an arrow to the filter option to show all checklists from a template.
The Didit hub manage templates section with an arrow to the filter option to show all checklists from a template.

How to create an ad-hoc checklist

If you do not need a template, you can always create ad-hoc checklists.

  1. From the checklist overview in your Didit hub. All you need to do is click the button on the top right.
    The Didit hub manage checklists page with an arrow to the create checklist button.
    The Didit hub manage checklists page with an arrow to the create checklist button.
  2. Once you are on your new checklist, give it a name and an optional description. Then you can start creating your tasks.
    The newly created checklist in the Didit hub.
    The newly created checklist in the Didit hub.

Not what you were looking for? Check out other ways to create a checklist:


Link to this page: https://seibert.biz/creatingchecklists