Checklists for Jira (Templates & Automation) supports real-time collaboration, so multiple team members can work on the same checklist simultaneously. Any change — completing an item, editing text, adding an assignee, or rearranging the list — appears for everyone instantly, with no need to refresh the page.

How it works

Real-time collaboration is enabled by default for every checklist. No setup, configuration, or permission changes are required — it works the moment two or more users open the same Jira work item.

When teammates view or edit the same checklist, every change is pushed to all open sessions through Atlassian Forge Realtime. This means all data stays securely within the Atlassian infrastructure and follows the same access rules as the rest of your Jira work items.

Use cases for real-time collaboration

Real-time collaboration is most valuable when several people work on the same Jira work item at the same time. Common scenarios include:

  • Sprint planning and refinement. The whole team reviews and updates the Definition of Done items together during a meeting, with everyone seeing edits as they happen.
  • Incident response in Jira Service Management. Multiple engineers tick off recovery steps in parallel without overwriting each other's progress.
  • QA and code review handoffs. A reviewer marks completed criteria while the developer is still updating the same work item.
  • Onboarding workflows. HR, the hiring manager, and the new employee mark steps as they're completed during the first week — no status pings needed.
  • Cross-functional reviews. Designers, PMs, and developers update a shared review checklist together, instead of leaving comments back and forth.

How conflicts are handled. If two users edit the same checklist item at the same moment, the most recent change is applied, and both users see the final state instantly. There is no manual merge or conflict-resolution step.