With the help of Checklists, you and your team can plan and estimate the scope of work, as well as to check if you covered all tests to the deadlines. You can use checklists as a database and attach files, create notes and tags.
To create Checklists, perform the following steps:
In the drop-down menu select the option Add Checklist:
Enter checklist name and press Enter:
New checklist item appears next to the Object.
Note: you can add unlimited number of checklist items to the Objects.
To edit checklist, in Project data tab right mouse click on checklist item and select needed option. You can also edit checklist in Checklist tab. To do it in drop-down menu select Go to checklist.
To create checklist template:
Note: to add sub-items to the checklist use
TAB
orShift + TAB
;
New template will be added to the Knowledge Base.
To export checklist template:
In the Filename field enter name of the file (optional);
File will be downloaded in .TXT format.
To import checklist template:
In Import template window click Browse to upload a file in .TXT format:
or click Import text as file and add rows of coded checklist;
In the Filename field enter name of the file (optional);
To add checklist from template, perform the following steps:
Note: to use this option, create checklist templates first.
In the right column select checklist:
Click on the checklist item in the right column to add it to the selected Object;
All checklists are stored at Checklist. Here you can manage checklists:
To perform all listed actions, click View or right mouse click on the selected Item.