With the help of Checklists, you 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 by adding descriptions and files directly to the checklists.
To create Checklists, perform the following steps:
In the drop-down menu, select the option Add Checklist:
Enter checklist name and press Enter. A new checklist item appears next to the Object:
To edit the checklist, right mouse click on the checklist item and select one of the options:
Note: to use this option, you should first create checklist templates.
To add Checklist from a template, perform the following steps:
In the right column, select checklist:
Click on the checklist item in the right column to add it to the selected Object;
To add description:
Click on checklist item:
In the checklist menu on the right click on next to Description:
Add description and click on to save it;
After saving your description, an icon appears next to the checklist item:
To switch between Description and Objects, click on active links:
In addition, you can view the description changelog by clicking on History.
All checklists of your project are stored at Checklist tab. In this tab, you can:
To call the menu, right mouse click on the checklist item and select the needed option:
In the right upper corner of the window, you can select a display of the Checklists.
To create a checklist template:
Note: to add or remove sub-items to the checklist, use
Shift + TABbuttons.
Escto exit edit mode and cancel changes in the checklist template. The new template will be added to the Knowledge Base.
To export checklist template:
Note: if the filename is not indicated, all exported checklists will be entitled as
To import checklist template:
In the Filename field, enter name of the file (optional);