Adding and editing checklist templates

Owned by Testify
Last updated: Jun 23, 2022
2 min read

Checklists templates can be created, edited and updated via Manage checklists. This is possible in two ways: The default variant is using the checklist designer. The other possibility is to use the excel import-template.

New checklist-template

Variant 1: Checklist templates via checklist designer

Creating a new checklist template can be achieved by clicking the orange button the lower right corner.

First of all a title and a checklist description has to be inserted. Afterwards a default language can be chosen and a test object or test object type limitation can be created.

Variant 2: Checklist templates via Excel

Alternatively, checklist templates can also be created and edited via Excel. More information under Checklist templates via Excel

Editing an existing checklist template

Editing an already published checklist template can be done by clicking on the context menu (the three dots) on the right hand side of the checklist template. In addition, existing checklist templates can be edited via Excel. More information under Checklist templates via Excel

Setting up a template

Further information on how to set up a fitting template can be found on the following pages:

Add tags/categories for checklist templates

Checklist templates can be tagged to group them and search for them. Adding is possible using the context menu via" Manage checklists" under "Tags".

The tags can either be newly entered or existing ones can be selected:

Using the filter on the top right, it is possible to filter by the existing tags and navigate between the "Draft", "Published" and "Disabled" tabs with the filter applied.