> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nextedy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Checklist

> Actionable checklists with templates, workflow gates, and baseline tracking for Polarion.

export const LastReviewed = ({date}) => {
  if (!date) return null;
  const formatted = new Date(`${date}T00:00:00Z`).toLocaleDateString("en-US", {
    year: "numeric",
    month: "long",
    day: "numeric",
    timeZone: "UTC"
  });
  return <p className="mt-10 text-sm text-gray-400 dark:text-zinc-500 not-prose">
      Last reviewed on {formatted}
    </p>;
};

Nextedy CHECKLIST is an extension for Polarion ALM that brings actionable checklists directly into work items, documents (LiveDocs), test runs, and plans. Instead of creating subtasks to track process steps, teams define formal checklists that bind to workflow transitions -- so Definition of Done, Definition of Ready, and acceptance criteria become enforceable gates rather than informal notes.

Organizations like Samsung, Siemens, Rolls-Royce, and Johnson & Johnson use Checklist to embed structured process compliance into their Polarion workflows. Templates propagate changes instantly across all linked items, workflow gates block status transitions until mandatory items are resolved, and baseline tracking freezes checklist states for audit and regulatory review.

Whether you are enforcing ISO 26262 safety checklists, Automotive SPICE process gates, or team-level acceptance criteria, Checklist provides the framework to define, track, and verify structured process steps within Polarion.

## Quick Navigation

<Columns cols={3}>
  <Card title="Getting Started" icon="rocket" href="/checklist/getting-started/index">
    Install the plugin and set up your first checklist on work items, documents, test runs, and plans.
  </Card>

  <Card title="Concepts" icon="file" href="/checklist/concepts/index">
    Understand checklist states, the template system, configuration property hierarchy, and workflow integration.
  </Card>

  <Card title="Guides" icon="file" href="/checklist/guides/index">
    Step-by-step instructions for templates, workflow gates, baselines, permissions, and more.
  </Card>

  <Card title="Reference" icon="gear" href="/checklist/reference/index">
    Complete configuration properties, workflow functions and conditions, API reference, and compatibility details.
  </Card>

  <Card title="FAQ" icon="circle-question" href="/checklist/faq/index">
    Answers to common questions about checklist setup, templates, and workflow behavior.
  </Card>
</Columns>

## 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](/checklist/getting-started/index) | Install and configure your first checklist                        | [Installation](/checklist/getting-started/installation)                   |
| [Concepts](/checklist/concepts/index)               | Understand how checklists, templates, and workflows work together | [Checklist States and Results](/checklist/concepts/checklist-states)      |
| [Guides](/checklist/guides/index)                   | Task-oriented instructions for specific features                  | [Creating and Managing Templates](/checklist/guides/templates)            |
| [Reference](/checklist/reference/index)             | Technical lookup for properties, functions, and API               | [Configuration Properties](/checklist/reference/configuration-properties) |
| [FAQ](/checklist/faq/index)                         | Quick answers to common questions                                 | [General Questions](/checklist/faq/general)                               |

## Common Tasks

* [Install Nextedy CHECKLIST](/checklist/getting-started/installation) -- deploy the plugin to your Polarion instance
* [Set up a work item checklist](/checklist/getting-started/work-items-checklist) -- add checklists to requirements, tasks, or defects
* [Set up a document checklist](/checklist/getting-started/document-checklist) -- add checklists to LiveDocs
* [Configure workflow gates](/checklist/guides/workflow-gates) -- enforce Definition of Done or Definition of Ready
* [Create and manage templates](/checklist/guides/templates) -- define reusable checklist templates
* [Track baselines](/checklist/guides/baselines) -- freeze checklist states for audit and compliance
* [Look up configuration properties](/checklist/reference/configuration-properties) -- find the right property for your use case

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/Jklvz9qm2AdmIvBG/checklist/diagrams/index/diagram-1.svg?fit=max&auto=format&n=Jklvz9qm2AdmIvBG&q=85&s=e0c06fa22af345e19e70696d93a5a156" alt="diagram" style={{ maxWidth: "560px", width: "100%" }} width="560" height="400" data-path="checklist/diagrams/index/diagram-1.svg" />
</Frame>

<LastReviewed date="2026-07-02" />