Create Checklist

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:

  1. Right mouse click on the Object (IP, Host, or Port);
  2. In the drop-down menu select the option Add Checklist:

  3. Enter checklist name and press Enter:

  4. 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.

Create checklist templates

To create checklist template:

  1. Go to Checklist tab;
  2. Click Template > Template;
  3. In the creation wizard enter checklist Title and Items. Press Enter each time you add checklist items;

Note: to add sub-items to the checklist use TAB or Shift + TAB;

  1. Click Create template to save new template.

New template will be added to the Knowledge Base.

Export and import checklist templates

To export checklist template:

  1. Go to Checklist tab;
  2. Click Template > Export;
  3. In the Export template window select template name;
  4. In the Filename field enter name of the file (optional);

  5. File will be downloaded in .TXT format.

To import checklist template:

  1. Go to Checklist tab;
  2. Click Template > Import;
  3. 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;

  4. In the Filename field enter name of the file (optional);

  5. File will be uploaded to the templates Knowledge base.

Add checklists from templates

To add checklist from template, perform the following steps:

Note: to use this option, create checklist templates first.

  1. Right mouse click on the Object (IP, Host, Port) to open the drop-down menu;
  2. In the drop-down menu select option Add Checklist;
  3. In the right column select checklist:

    • Project checklist displays checklists that are not linked to the Objects in Project data tab;
    • Knowledge base contains a set of custom checklists templates.
  4. Click on the checklist item in the right column to add it to the selected Object;

  5. Checklist appears next to the selected Object.

Manage checklists

All checklists are stored at Checklist. Here you can manage checklists:

  • add/edit/delete checklists;
  • add/delete new items in the checklists;
  • view information about checklists (such as linked objects, description, and history changelog);
  • mark checklists as resolved;
  • view complete/incomplete items;
  • view checklists linked to objects.

To perform all listed actions, click View or right mouse click on the selected Item.

See also