Forms & Checklists for Jira

Create Jira forms and customizable checklists

Forms for Jira
Security Self-Assessment Program
Silver Marketplace Partner

How to configure Forms & Checklists for Work

Create Jira Forms easily

Create Jira Forms easily

Build proforma using a wide list of available fields: checkboxes, date, multi-choice, quizzes, etc. Drag and drop fields you need in the form is an easy way to no-code dynamic form creation.

Create custom Jira Checklists

Add an action item to your form to turn it into a powerful Jira checklist.

It gives you the opportunity to: track your To Do, Acceptance Criteria or Definition of Done. Split complicated issues into clear and smaller steps.

Action Items - Create a custom checklist
Add forms to any Jira issue or ticket

Add forms to any Jira issue or ticket manually or automatically

All saved proforma, including Jira issues and Jira Service Management tickets, are always at hand on the panel of each task.

Set up adding Jira full form to the selected Jira issue type in the necessary project automatically.

Customize issues and export data form Jira Form

Add custom data to proforma form for better task descriptions.

Export it to excel directly from the issue.

Customize issues and export data form Jira Form

Add Multiform to Jira Issue

Add several forms or checklists to your task and gather all the necessary information inside the tasks.

Add Form to Customer portal (JSM)

When Forms are published to the Jira Service Desk interface, service teams may collect only the exact information they need for each request type.

Requests are processed more quickly since they are not held in the Waiting for Customer state while agents gather more information

add form to customer portal (jsm)
conditional logic in forms and checklists jira

Set up conditional logic in forms

Create Jira dynamic forms or checklists using conditional logic to dynamically show or hide fields, ensuring teams get the information they need.

When a form is added to an issue, only fields without logic rules and fields that are a condition of the rule will be displayed. Fields that are the value of logic will be displayed after selecting an option in the rule field.

Creating Forms for Jira Issues Easily [Step-by-step Guide]

Frequently asked questions

What are Jira forms?

Forms for Jira Cloud is an intuitive plug-in for collecting data, feedback and requests even from external users.

How to add a form to the Jira Issue?

You can add forms automatically (documentation: Automatically add Form to Issue). To add the form manually, go to the existing Jira issue where you need it. Find and select Forms for the Jira add-on. Select the form to display in the task.

Do you collect customer`s data?

We don’t store customer data in our infrastructure, excluding hashed customer IDs and add-on configs. Everything is processed interactively and displayed to end-users. We use application internal logs, but without customer-related data, including only details about requests performance/status/error code.

Do you have an alternative solution?

If you need a tool to improve business process management, try out BPM. The add-on allows to build approval workflow with conditions, Forms, Checklists and other options.

And if you need to create recurring Jira tasks with a checklist, learn more about Recurring Checklists and Report add-on.

What`s the difference between ProForma and Forms & Checklists for Jira

Forms for Jira allows the creation of multiple forms. Also, it’s available to share forms externally and collect data from users who don’t use Jira.

How can we help you?

Find out how this add-on can be tailored to your team or project. Arrange a call with our experts to find the best solution for your case.

Request a demo callDocumentation
How can we help you?

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Create Jira forms and customizable checklists

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