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Welcome to the documentation for Nextedy CHECKLIST, an actionable checklist plugin for Siemens Polarion ALM. Use Checklist to define, track, and enforce structured checklists on work items, documents, test runs, and plans — turning process compliance into something you can configure, gate, and audit directly inside Polarion.

Quick Navigation

Getting Started

Set up your first checklist on a work item, plan, or test run in a few guided steps.

Concepts

Understand result states, templates, the configuration property hierarchy, workflow gates, and baselines.

Guides

Task-oriented how-to pages for setup, templates, workflow gates, permissions, baselines, and troubleshooting.

Reference

Configuration properties, workflow functions and conditions, and the API surface, documented in full.

FAQ

Answers to common questions, plus a clear look at current capabilities and limitations.

Key Features

  • Per-item result states: Empty (default), OK, NOK, and Pending (Pending is available only when the conditional state is enabled) — plus a non-selectable Information row type
  • Template system for predefined checklists per work item type, document type, or plan
  • Workflow functions and conditions for gate enforcement, including all-checked, mandatory-checked, and fail-if-unchecked behavior
  • Baseline tracking for frozen checklist snapshots with comparison views
  • Multi-object support: work items, documents (LiveDocs), test runs, and plans
  • Hierarchical configuration property system with global, type-specific, field-specific, and type+field-specific precedence
  • Item notes and custom icons for enhanced checklist context
  • Summary field aggregation for reporting and dashboard integration

Documentation Structure

Common Tasks

New to Checklist?Start with Your First Checklist for a guided walkthrough of setting up a checklist on a work item.
Last modified on August 31, 2026