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Installation

Deploy the Checklist plugin to your Polarion instance and verify the installation.

Work Items Checklist

Add a checklist custom field to work items and configure the form extension to display it.

Document Checklist

Set up checklists on LiveDocs for document-level review and approval tracking.

Test Run Checklist

Attach checklists to test runs for pre-execution setup and post-execution verification.

Plan Checklist

Add checklists to plans for milestone tracking and planning gate enforcement.
Start with Installation to deploy the plugin, then follow the tutorial for the object type you use most. Work item checklists are the most common starting point. After setup, explore Concepts to understand templates and workflow integration.
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KB ArticlesSupport TicketsSource Code
  • ChecklistService.java
  • ChecklistSetupService.java
  • ChecklistSettings.java
  • Checklist.java
  • ChecklistAllChecked.java