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Your First Checklist

Set up a checklist on a work item, the most common starting point for Checklist.

Set Up a Plan Checklist (Tutorial)

Add a checklist to a Polarion plan and show it on the plan report.

Set Up a Test Run Checklist (Tutorial)

Add a checklist to a test run and show it on the test run report.
Mapping from each Checklist tutorial to its configuration steps
Pick the tutorial that matches your object typeAll three tutorials follow the same pattern — create a custom field, expose it in the UI, and optionally attach a template — but the exact configuration steps differ by object type. Start with Your First Checklist if you are new to Checklist.
Last modified on August 31, 2026