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, files and issues directly to the checklists.
To add new checklist to the project data:
IP
, Hostname
, or Port
);In the drop-down menu select the option Add Checklist:
Enter checklist Name and press Enter;
In the Project data tab, you can also add ready checklists from the Checklist templates menu:
Knowledge base - contains a set of checklist templates that are stored in the platform knowledge base.
Note: to add templates from Checklist templates menu, you should first create them in Checklist and Knowledge base tabs.
To open Checklist templates menu and add ready checklist template:
IP
, Hostname
, or Port
);+
next to it;Click Add to checklist:
New checklist appears next to the object and in the Checklist tab.
Click on a new checklist item to add Description, Assigned objects, or Issues.
To edit or delete checklist, right mouse click on the checklist item and in the drop-down menu select needed options.
Use Go to checklist option to view and edit your checklists in the Checklist tab.
Right mouse click on new item and in the drop-down menu select Add item (After, Before, Child, or Parent).
Notes: while creating checklists, use the following hot keys:
- Enter to add new checklist items (After and Before).
- Tab or Shift+Tab to add child and parent items.
Additional options:
Checklist templates that are stored in the Knowledge base are available for all Platform projects.
To create a checklist template:
Right mouse click on new item and in the drop-down menu select Add item (After, Before, Child, or Parent).
Notes: while creating checklists, use the following hot keys:
Enter
to add new checklist items (After and Before).Tab
orShift+Tab
to add child and parent items.
Click Save
. New template will be added to the Knowledge Base and will be available for all Platform projects.
To add description:
Click on checklist item:
In the checklist menu on the right, click on next to Description:
Add description, pictures and click on to save changes. After saving, an icon appears next to the checklist item;
Linked Issues
and select one of the options:Link existing
- select issue in the list, and add it to the checklist using checkbox;Create new
- register a new vulnerability, and add it to the checklist using checkbox (see section Register issues;History
to view the history of changes in the checklist.You can import and export checklists in two formats:
.txt
;.md
format.To export checklist template in project and platform knowledge base:
Checklist
> Export
;Template
> Export
;Export templates
window select one or several checklist templates;Filename
field enter name of the file (optional) and select needed format.
Note: if the filename is not indicated, all exported checklists will be entitled as
template_export
.
To import a checklist into a project or platform knowledge base:
.TXT
:Checklist
> Import from file
;Template
> Import from file
;Browse
to upload a file or click Import text as file
to enter text manually;Import
..MD
:Checklist
> Import from MD
;Template
> Import from MD
;Import from file
or manually enter the checklist in Markdown;Checklist starts with
field, specify the characters with which the checklist begins (for example, - [ ]
);Number of spaces
field, specify the number of spaces to preserve the nesting of the imported checklist (child items);Save data
.