Skip to main content
The product is built around four foundational concepts. Understanding them gives you a reliable mental model for configuring templates, enforcing workflow gates, designing permission schemes, and maintaining audit-ready baselines.

Checklist States and Results

Learn how the five result states drive completion tracking, workflow validation, and reporting across every checklist.

Template System

Understand how templates provide consistent, reusable checklist definitions for work items, documents, test runs, and plans.

Configuration Property Hierarchy

Explore the four-level precedence model that lets you set global defaults and override them per type, field, or both.

Workflow Integration

See how workflow functions and conditions turn checklists into enforceable gates for Definition of Done, Definition of Ready, and compliance reviews.
If you are new to Checklist, begin with Checklist States and Results to build a mental model of how items progress through their lifecycle. Then read Template System to understand how predefined checklists are created and merged. The Configuration Property Hierarchy and Workflow Integration pages round out the picture with administration and enforcement details.
diagram These four concepts work together: result states define what “checked” means, templates provide the items to check, the property hierarchy controls how templates and behaviors are resolved, and workflow integration enforces completion before status transitions.
KB ArticlesSupport TicketsSource Code
  • ChecklistService.java
  • Checklist.java
  • ChecklistSettings.java
  • ChecklistSetupService.java
  • ChecklistItem.java