> ## 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.

# Getting Started

> Set up Nextedy CHECKLIST in your Polarion environment and configure your first checklists.

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>;
};

<Columns cols={3}>
  <Card title="Installation" icon="download" href="/checklist/getting-started/installation">
    Deploy the Checklist plugin to your Polarion instance and verify the installation.
  </Card>

  <Card title="Work Items Checklist" icon="clipboard-check" href="/checklist/getting-started/work-items-checklist">
    Add a checklist custom field to work items and configure the form extension to display it.
  </Card>

  <Card title="Document Checklist" icon="file" href="/checklist/getting-started/document-checklist">
    Set up checklists on LiveDocs for document-level review and approval tracking.
  </Card>

  <Card title="Test Run Checklist" icon="file" href="/checklist/getting-started/test-run-checklist">
    Attach checklists to test runs for pre-execution setup and post-execution verification.
  </Card>

  <Card title="Plan Checklist" icon="file" href="/checklist/getting-started/plan-checklist">
    Add checklists to plans for milestone tracking and planning gate enforcement.
  </Card>
</Columns>

<Tip title="Recommended learning path">
  Start with [Installation](/checklist/getting-started/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](/checklist/concepts/index) to understand templates and workflow integration.
</Tip>

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/Jklvz9qm2AdmIvBG/checklist/diagrams/getting-started/index/diagram-1.svg?fit=max&auto=format&n=Jklvz9qm2AdmIvBG&q=85&s=efafa535815dcaab90eed5788798f409" alt="diagram" style={{ maxWidth: "520px", width: "100%" }} width="520" height="300" data-path="checklist/diagrams/getting-started/index/diagram-1.svg" />
</Frame>

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