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Tutorials and usage examples

Elements Checklist can be used in many situations. If you want to break down tasks but don't need all the workflow & status mechanisms of issues or sub-tasks, Elements Checklist is the perfect option.

This section lists the most common uses of Elements Checklist, but its flexibility means Elements Checklist can be used in many more processes.

Expense reports

Managers can use Elements Checklist to track expense reports submitted by their team.

Everything is setup to let the employee track all the required information:

  • Expense type
  • Receipt
  • Amount (in both original and local currency)
  • Currency

Amounts are converted to the local currency, totals are automatically computed, managers can approve expenses one by one.

• Read the step by step tutorial •

Expense report checklist

Follow your employees onboarding process

Let's say you are managing your new employees' onboarding process. You are already using Elements Checklist to list these tasks, but you are tired of always typing the same information:

  • if it's an account manager, then we need to order a smartphone;
  • if it's an Atlassian consultant, then we need to schedule these trainings;
  • ...

Wouldn't it be much better if you could automate this?

Our solution : use Elements Checklist 's templates to prefill tasks you need to do according to a specific employee role.

• Read the step by step tutorial •

Employee on boarding checklist

Development tasks

Software development team can use Elements Checklist to split a Story in tasks.

In this example, the developer is asked to enter an estimate for each task.
When a task is complete, the Remaining column is updated.

Development tasks checklist

Test scenarios

With this simple layout, Product Owners describe the expected behaviour of a Story by writing test scenarios with the Behaviour Driven Development method.

test scenarios checklist

Order of material

With Elements Checklist, IT Managers can track material order.

When a manager needs new material for his team, within a single issue he can build his purchasing list:

  • Reference
  • Employee
  • Quantity

Then, the IT manager can complete the list by setting a unit price for each material - totals are automatically computed - and then the manager can give the final approval.

As Elements Checklist panels are fully searchable in JQL, thus it is possible to build dashboard to track expenses per global amount or to add constraint to the workflow.

Order of material checklist

Next ➡ Install Elements Checklist  (Jira admin) 

or Create your first panel (Project admin)

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