Getting Started

Go from zero to a working Connected Table in a few minutes. You’ll install the app, add the field to an issue type, define a few columns, and fill in your first row.

Note

Steps 1–3 need Jira administrator rights. Step 4 onward is for anyone who can edit the issue.

1. Install the app

1. Install Connected Table from the Atlassian Marketplace.
2. Approve the requested permissions: read & write Jira work, manage Jira configuration, app storage, and read the Jira user directory.

2. Add the field to your issues

1. Go to Jira settings → Issues → Custom fields → Create custom field.
2. Pick Connected Table from the field-type list (it appears alongside built-in types).
3. Name it (e.g. Checklist, Line items) and associate it with the relevant screens for your project/issue type.

Caution

Add the field to your view/edit/create screens. Do not add it to classic transition screens — see the note at the bottom.

3. Configure your columns

1. Open the field’s context (Jira settings → Custom fields → your field → Contexts and default value / Configure).
2. In the column editor, add a few columns and set each one’s type. For a first table, try:
   • Task — Text
   • Owner — User
   • Done — Checkbox
3. Optionally mark a column required, add default rows, and enable “Allow viewers to switch layout”.
4. Save the context.

4. Fill in your first row

1. Open any issue of that type.
2. Open the Connected Table panel from the issue’s Apps / gear menu (main content area), then click Edit — or click the field cell directly to edit inline.
3. Click + to add a row, type into the cells (search for a user in the Owner column, tick the Done box).
4. Click the green ✓ Save.

That’s it — the data is stored on the issue and travels with it.

Connected Table⋯

Checklist

ABCTask	Owner	Done
Set up project board	ANAna N.
Invite the team	BKBen K.
Draft the roadmap	CHChen H.

Your first table — a Task (text), Owner (user), and Done (checkbox) column.

5. See it on the customer portal (optional, JSM)

If the field is on a Jira Service Management request type, customers see the table below the Activity section on their portal request. It opens read-only; they click Edit to change values and Save — no Jira license required.

What next

• User Guide — day-to-day editing, all column types, merge & drag-to-fill, layout toggle, change history.
• Admin Guide — formulas, required-column enforcement, screen placement, data-size limits.
• Use Cases — ready-made column setups for common scenarios.

Transition-screen tip

On the modern transition dialog the grid renders normally. On classic transition screens the field shows a raw text field instead — keep the field off classic transition screens. See the Admin Guide.