Documentation
Explore features, tips, and troubleshooting guides.
Full List of Features
| Feature / Use case | Description | Checklists for Jira | Checklists for Confluence | Mobile App |
|---|---|---|---|---|
| Create a new template for checklists | Creating templates is for defining the tasks and flow of work. |  | |  |
| Create new checklist from a template | To fill out a checklist you have to generate it from a template. | | | |
| Creating an ad-hoc checklist | You can create a checklist with any tasks that you want, it doesn't just have to be based off of a template. | | | |
| Create a checklist via public link | Simply click a link to create a new checklist. | | | |
| Editable checklists | Edit a checklist on the fly or create one without a template so that spontaneous to-do list are possible. | | | |
| Manually embed a checklist into a Jira issue | Useful to enhance a Jira issue with a quick and versatile checklist. | | | |
| Embed a checklist into a Confluence page | Often it's valuable to enhance documentation and workflow description with a checklist. | | | |
| Public web interface for checklists | All checklists can easily be filled out with a simple web interface (progressive web app). | | | |
| Reopening of finished checklists | You can reactivate finished checklists if you made any mistakes. | | | |
| Backlink to Jira and Confluence | You can view the Jira Issue or Confluence Page your checklist is linked to. | | | |
| Synch data between all used platforms | All checklists and templates are perfectly synched in your Confluence and Jira Didit hubs and our public web portal. | | | |
| Access all checklists in the Didit hub | Checklists can be setup and run totally by yourself within your Atlassian software. | | | |
| Filter checklists in the Didit hub | Once you get the hang of it, you'll have lots of checklists. That's when our filters help. | | | |
| Template search | Quickly search for templates using keywords or phrases. | | | |
| Generate checklist templates from AI | Use the integrated ChatGPT to create new checklist templates. | | | |
| Retrieve and share a public link to a checklist | Every generated checklist can be a public checklist. Such checklists can be accessed by everyone who has the link. No login needed. | | | |
| Public API | Automate task management, custom reporting, and integrate checklists in third party apps | | | |
| Export checklists | If you want to save or transfer a checklist you can save a JSON export file. | | | |
| PDF export | Export checklists to PDF. Choose one checklist or multiple. | | | |
| Import checklists | Such exports can be imported in the software as well. | | | |
| AI-driven checklist creation | Create new checklists with ChatGPT from a simple sentence within seconds. | | | |
| AI support toggle | Enable or disable the AI support for your checklist creation. | | | |
| Progress bar | Stay on top of your pending and checked tasks. | | | |
| Show & hide checked tasks | You can define default visibility behavior of checked tasks or manually show/hide them on the go. | | | |
| Skip tasks | No need to complete a certain task? Just skip it! | | | |
| Yes/no-tasks | Some questions need answering. | | | |
| Require additional info in checklist on "no"-answers | Provide an explanation for your actions. | | | |
| Headings for checklists | Headers group tasks into cohesive units | | |
|
| Add notes to checklists | If you need to add a thought or a remark to your checklist when filling it out. | | | |
| Add images to checklists | A picture can be worth more than a thousand words. Add it to your checklist. | | | |
| Add metadata to checklists | Ability to add contextual information to checklists while filling them out. | | | |
| How to add a due date to a checklist | Due dates can be automatically added with recurring checklists or manually added to individual checklist instances. | | | |
| Copy/paste bulk tasks | An easy way to add more than one task. | | | |
| Dark mode support | Chose your preferred mode - light or dark? | | | |
| Require signatures for checklists after completion | Ability to define in a checklist template that signatures are required after completion. | | | |
| Sign checklists after completion | Ability to sign a checklist after completing it. | | | |
| Ability to give feedback about improvements | The 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. | | | |
| Systematically work on feedback in the Didit hub | Once you receive feedback and suggestions for improvements you can resolve or delete them in the Didit hub. | |
| |
| Add descriptions for checklist templates | To help people who fill out checklists you can add a description with links and instructions that will be displayed in each checklist as well. | | | |
| Add videos to checklist templates | A video is a great way to show someone what a task is all about. | | | |
| Permission settings | Restrict access to different checklists based on group membership. | | | |
| Favorite checklist templates | Choose which templates are your "favorite" so it is easy to find them. | | | |
| Recurring checklists | Automate checklist creation based on a set time interval. | | | |
| Statistics about checklist usage | We 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. | | | |
| Provide an email address of the template manager. | | | | |
| Delete checklists and checklist templates that you no longer need. You can restore checklist templates but not checklists. | | | | |
| You can restore checklist templates that you have deleted. | | | | |
| Project settings in Jira | Manage default behavior settings for your Jira projects. | | | |
| Jira attributes integration | Quickly see the Status, Assignee, and Due date of the linked Jira issue. | | | |
| Integration with Jira automation | Use custom fields and properties to automat your workflows. | | | |
| Automatically embed checklists | You can define, that a certain checklist is automatically assigned to each new issue type in a project. | | | |
| How to set default checklists in my Jira project | Automatically create a new checklist from a template in connection to issue types. | | | |
| Audit log (in Jira Issue View) | All your checklist activities in one place. | | | |
| Convert a checklist task to a Jira issue | Ability to convert a checklist task to follow-up Jira issue, when a task completion is not possible. | | | |
| Cloning issues with a checklist | You can clone issues with checklists, but please note the expected behavior for different situations. | | | |
| Jira post functions | Automate your checklist completion with Jira post functions. | | | |
| Jira validators | Ensure checklists are completed before transitioning a Jira issue to a certain status. | | | |
| Custom fields from Didit | See all the custom fields which Didit creates in your instance. | | | |
| Global visibility settings | In Jira, you can set the Didit checklist template visibility in each project from the global app settings. | | | |
| Template access from Jira issue/Confluence page | Quickly access the template from within the checklists. | | | |
| Use a checklist in a page template/blueprint | Whenever you create a new page with a template in Confluence you can add a checklist automatically. | | | |
| Create a button to create new checklists | Within your documentation on Confluence pages you can insert a link to create a new checklist as a prominent button. | | | |
| Checklist list macro | Use this macro to list out all checklist based on your search within the macro. | | | |
| AI-checklist from page content | Convert your Confluence page into a checklist with the power of AI. | | | |
| Invite external user to join the checklists app | Not each customer and user needs to see all Checklist Instances or Templates. Only those relevant should be visible for the right people or groups. | | | |
| Create a QR code and use checklists mobile | QR codes can easily be scanned with every smartphone and used without login. | | | |
| Retrieve public create link for checklists | Such public links can be shared in chats and emails and allow easy checklist creation. | | | |
| Keyboard shortcuts | Allow users to navigate checklist with the keyboard. | | | |
| German and English language support | Our app currently supports two languages. | | | |
| Global public checklist configuration | How to globally configure if public checklists are allowed in Didit Checklists for Atlassian Confluence and Jira | | | |
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This page was last edited on 07/25/2024.