Checklist Extension
While performing a complex transition, the user will have to run through a lot of details. Checklist is an effective to-do list organizer which comes in handy to organize all these details in a single place.
Business Scenarios
-
Create inspection checklists to test software
-
Verify and analyze manufacturing operations using checklists
-
Create a product requirement checklist before the production begins
-
Initiate Search Engine Optimization (SEO) checks before marketing
-
Provide budgeting checklists to look out for expenses
Explore more business scenarios for
checklists
.
How to install a Checklist
To install Checklist:
-
Navigate to
and select Marketplace under Extensions from the menu.
-
Under
All
Apps,
select the
Checklist
extension.
-
Click
Install.
-
Read the Terms of Service and Privacy Policy and confirm the installation by ticking the boxes.
- Click Install .
-
Under the
General
tab, choose your custom preferences for the extension.
-
Application Name: Enter a preferred name for the extension.
-
Visibility:
-
Users: Select the users who can access this extension.
-
Forms: Select the forms for which this extension must be configured.
-
Click
Install
.
Implementing a Checklist in Qntrl
To create a new checklist for a transition:
- Navigate to Boards , hover over any specific board in the left panel and click
to choose Manage Board . (or)
- Navigate to
-
Navigate to Step 2:
Design Blueprint
. Click on a transition to view the transition details in the right panel.
-
Under the
During
tab
,
click Widgets.
-
Under
Select
Widget
dropdown, choose the application name.
-
Enter a title for the checklist and proceed to add checklist items.
-
You can add more items to the list by clicking the
icon.
-
If you want to mandate an item, enable the check
box next to the item.
- Save the blueprint.
While
performing this transition
in a card, a pop-up with the created check list items will appear. You will only be able to proceed to the next stage when the mandatory items of the checklist are completed.
-
Each checklist can hold 20 items.
-
The status of checklist items can be viewed along with card details even after the transition is complete.
- You can also track the progress in the Activities section of Cards.
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