Working with checklists

Create and edit a checklist

1. In your project, go to Quality assurance > Checklists

2. Create a new checklist. Two options:

   1. Create new checklist from scratch. Give it a title and a short description.

   2. Create new checklist based on a template. As soon as you have chosen "Use this", it will be added to your list of project checklists. Click into the list to edit the name and description.

3. Choose whether you want to include the control column or not.

4. Go into your newly created checklist and start adding checklist items. You can add as many as you need.

5. You can also create "separators" in your checklist. This will make it possible for you to divide the content into areas, to improve readability and structure.

6. To sort the checklist items, simply click the dots on left side, and drag & drop the rows.

Converting a checklist to a template

If you want to convert a project checklist into a template, find your checklist in the list of checklists and click "convert". This action is only possible for access role "Quality manager".

Locking a checklist

Sometimes it can be convenient to lock a checklist. Simply click the locker symbol. As soon as the checklist is locked, no one can edit it. This action is only possible for access role "Quality manager".