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How to create a new checklist in Jira in the issue view

There are a few ways to create a new checklist with our Didit checklist app. It just depends on your starting point. For instance, you can generate checklists from the Didit hub, a Jira issue, a Confluence page, and more. Find a detailed list of different starting points for your checklist creation below. Let’s look at how to create a checklist in the Jira issue view.

  1. Jira project list with an arrow to the search bar.
    Jira project list with an arrow to the search bar.
  2. If the Didit - Checklist icon is not showing in your issue view, please contact your administrator to install and/or activate the app. If the app is installed and active, you will see the Didit - Checklist icon and the option to select a template or create a new checklist.

    A Jira issue with teh Didit panel highlighted.
    A Jira issue with teh Didit panel highlighted.
  3. If you choose to create a checklist from a template, select the template and your tasks will show in the Didit - Checklist issue view.

    A Jira issue with a Didit checklist added.
    A Jira issue with a Didit checklist added.
  4. If you choose to create a new checklist, you can start adding your tasks right in the issue view.

    A Jira issue with a nearly blank checklist.
    A Jira issue with a nearly blank checklist.
  5. Once you have added your tasks, you can start checking them off.

    A Jira issue with a checklist added and arrows to the checklist check boxes.
    A Jira issue with a checklist added and arrows to the checklist check boxes.
  6. If you need to edit your checklist, you can click the ”…” and then “Edit checklist.”

    A Jira issue with the Didit ... menu open and the Edit checklist option highlighted.
    A Jira issue with the Didit ... menu open and the Edit checklist option highlighted.
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Did you know that you can create a checklist template from the issue view? Just click the ”…” in the top right and then the “Create from checklist” option!

A Jira issue with the Didit ... menu open and the create template from checklist option showing.
A Jira issue with the Didit ... menu open and the create template from checklist option showing.

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


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