Quick Navigation
Getting Started
Install the plugin and set up your first checklist on work items, documents, test runs, and plans.
Concepts
Understand checklist states, the template system, configuration property hierarchy, and workflow integration.
Guides
Step-by-step instructions for templates, workflow gates, baselines, permissions, and more.
Reference
Complete configuration properties, workflow functions and conditions, API reference, and compatibility details.
FAQ
Answers to common questions about checklist setup, templates, and workflow behavior.
Key Features
- Five result states per checklist item: Checked, Conditional, Rejected, Information, and None — each with distinct behavior in workflow validation and reporting
- Template system with centralized management — define a checklist once, propagate changes instantly to all linked work items, documents, and test runs
- Workflow gates with seven built-in functions and conditions to enforce Definition of Done, Definition of Ready, and compliance reviews at transition boundaries
- Baseline tracking that freezes checklist states at a point in time for audit trails and revision comparison
- Multi-object support across work items, documents (LiveDocs), test runs, and plans — all from a single configuration framework
- Granular permissions for who can check items versus who can modify checklist structure, with workflow-status-based permission binding
- Hierarchical configuration with 4-level precedence (global, type, field, type+field) for organization-wide defaults with targeted overrides
- Interactive editor with real-time progress visibility, mandatory item indicators, item notes, and custom icons
- Summary field aggregation for dashboards, reporting, and integration with Polarion widgets
Documentation Structure
| Section | Purpose | Start Here |
|---|---|---|
| Getting Started | Install and configure your first checklist | Installation |
| Concepts | Understand how checklists, templates, and workflows work together | Checklist States and Results |
| Guides | Task-oriented instructions for specific features | Creating and Managing Templates |
| Reference | Technical lookup for properties, functions, and API | Configuration Properties |
| FAQ | Quick answers to common questions | General Questions |
Common Tasks
- Install Nextedy CHECKLIST — deploy the plugin to your Polarion instance
- Set up a work item checklist — add checklists to requirements, tasks, or defects
- Set up a document checklist — add checklists to LiveDocs
- Configure workflow gates — enforce Definition of Done or Definition of Ready
- Create and manage templates — define reusable checklist templates
- Track baselines — freeze checklist states for audit and compliance
- Look up configuration properties — find the right property for your use case
Sources
Sources
KB Articles