After installing Checklists for Jira (Templates & Automation), adding checklists to your Jira issues is simple and helps you manage tasks more efficiently.

You can create multiple checklists in the same issue to separate different workflows or team responsibilities.

How to add Checklists to Jira work item

  • Open a Jira issue where you want to add a checklist

  • Click on the app menu and select Checklists

  • Once the checklist panel appears in the Jira issue, click the Add Сhecklist button to create a new checklist

  • Type your first task and hit Enter to add the next one. Each line becomes a checklist item

  • (Optionally) Give your checklist a title (e.g. “QA Review”, “Release Steps”)

  • Format your items using:

    • @mention to assign responsibility

    • // or /date to add due dates

    • Emojis to add engagement or set priority

    • Bullet or numbered lists to break down steps

    • Panels (Info, Warning, Note, Error) to highlight important notes

    • Links to relevant documents or resources

    • Code blocks for technical tasks

  • Click the checkbox next to each item to mark it as complete