Create Checklist
Click the ‘Create Checklist’ button on the ‘Manage Checklists’ page.
Enter the Checklist name into the required ‘Name’ field and its description into the optional ‘Description’ field.
The ‘Options' field is required. Click the plus image next to the 'Options’ field to add one.
The toggle is turned off by default. After the hierarchy applying this specific option checkbox will be shown as unchecked. In case the toggle is turned on the checkbox is displayed as checked.
The number of options is limited to 50.
Add as many options as you need and enter their names. Turn the toggle on or off accordind to your needs.
Click the ‘Create’ button at the footer of the ‘Create Checklist’ dialog.
Your newly created ‘Bug Testing’ checklist is ready to be used in the hierarchy. You can read more about it via link Apply the hierarchy containing the checklist
Edit Checklist
To edit the checklist just click its name on the ‘Manage Checklists’ page.
Make the needed changes and click the ‘Update’ button at the footer of the ‘Edit’ dialog.
After clicking the checklist name you can get this type of notification.
It means that this specific checklist was added to the hierarchy on the ‘Manage Hierarchies’ page.
You can easily close these dialogs and create a new Checklist for another issue.
Delete Checklist
To delete the Checklist you have to click the trash bin icon on the ‘Manage Checklists’ page and confirm your decision with the ‘Delete’ button on the ‘Delete Checklist’ dialog.
If you remove the checklist it will be revoked from hierarchies it was added to and all its values will be lost.
To delete the Checklist link away from the hierarchy you have got two ways.
Open the ‘Manage Checklists’ page. Then click the arrows image in the ‘Scopes’ column. Click the trash bin image and then the ‘Confirm’ button.
2. Open the ‘Manage Hierarchies’ page. Select the hierarchy you want to delete the checklist away. Click the mulplication sign displayed in the ‘Checklist’ column and confirm this action with the ' button.
Scopes View
After adding the Checklist to the specific hierarchy you can view these data with a help of the ‘Scopes’ button.
