Multilevel Checklist | Online Help | Qntrl

Multilevel Checklist Extension

Checklists come in handy while performing transitions in cards. If users need a more detailed list supporting multiple levels of information, a multilevel checklist can be used. 

Business Scenarios

  1. Initiate Search Engine Optimization (SEO) checkups by creating sub-lists  to review SEO requirements
  2. Use sub-lists to initiate security inspections for different departments in an organization
  3. Mention the documents required for each activity in the budgeting checklists
  4. Mention detailed factors to be reviewed before manufacturing products
Explore more business scenarios for  checklists .

How to install a Multilevel Checklist

  1. Navigate to  and select Marketplace under  Extensions from the menu.

  2. Under All Apps tab,  select the  Multilevel Checklist  extension . 

  3. Click  Install.

  4. Read the Terms of Service and Privacy Policy and confirm the installation by ticking the boxes.

  5. Click Install.

  6. Under the General  tab, choose your custom preferences for the extension. 

    1. Application Name: Enter a preferred name for the extension.

    2. Visibility:

      1. Users: Select the users who can access this extension.

      2. Forms: Select the forms for which this extension must be configured.

  7. Click Install .  


Implementing a multilevel checklist in Qntrl

  1. Navigate to Boards, hover over any specific board in the left panel and click     to choose  Manage Board . (or)

  2. Navigate to  to select a board. Learn more. 
  3. Navigate to Step 2:  Design Blueprint . Click 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, check the second checkbox. 

  4. To add a sublist, enable the first checkbox.

    • Add a title to the sublist and start adding sublist items. 

  5. Once the checklist is configured, Save the blueprint. 




When this transition is being performed in the card, a pop-up with the checklist items will appear. Upon checking an item, the corresponding sublist items appear. 


 
All mandatory items need to be checked to complete a transition. Once the transition is complete, the checklist and sublist items can be accessed, along with the other card details. 
 


  1. Each checklist can hold 10 items.
  2. Only 4 sublists can be added to a checklist. 
  3. The status of multilevel checklist items can be viewed along with card details even after the transition is complete.
  4. You can also track the progress in the Activities section of Cards.

You can also add a simple checklist extension to your cards. Learn more about adding a simple checklist without sublists.