> ## 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.

# Guides

> These how-to guides walk you through common Checklist administration and usage tasks.

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>;
};

## Templates

**[Creating and Managing Templates](/checklist/guides/templates)** -- Set up a checklist template work item, configure the `workItemTemplateId` property, and control template merging behavior.

**[Multiple Templates per Type](/checklist/guides/multiple-templates)** -- Assign different templates to different work item types or fields using the configuration property hierarchy.

**[Importing a Checklist](/checklist/guides/import-checklist)** -- Import checklist content from external sources into a Polarion custom field.

## Workflow

**[Workflow Gates and Validation](/checklist/guides/workflow-gates)** -- Configure workflow functions and conditions to enforce checklist completion before status transitions.

**[Freezing Checklists by Status](/checklist/guides/freeze-by-status)** -- Stop template merging at specific workflow statuses so completed checklists remain immutable.

**[Reset on Work Item Type Change](/checklist/guides/type-change-reset)** -- Handle checklist behavior when a work item changes type.

## Access Control

**[Controlling Access and Permissions](/checklist/guides/permissions)** -- Restrict who can edit checklists and under what conditions.

**[Read-Only Mode](/checklist/guides/readonly-mode)** -- Lock checklists to prevent edits while keeping them visible.

## Customization

**[Custom Icons](/checklist/guides/custom-icons)** -- Replace default Font Awesome icons for checklist result states with your own choices.

**[Assigning Notes to Items](/checklist/guides/item-notes)** -- Add notes and comments to individual checklist items for additional context.

## Compliance

**[Baselines and Comparison](/checklist/guides/baselines)** -- Freeze checklist state at specific revisions and compare baselines for audit trails.

## Problem Solving

**[Troubleshooting](/checklist/guides/troubleshooting)** -- Diagnose and resolve common Checklist configuration and behavior issues.

<Tip title="Where to start">
  If you are setting up Checklist for the first time, begin with [Creating and Managing Templates](/checklist/guides/templates) to define your first checklist, then move to [Workflow Gates and Validation](/checklist/guides/workflow-gates) to enforce completion. For end-user customization, see [Custom Icons](/checklist/guides/custom-icons) and [Assigning Notes to Items](/checklist/guides/item-notes).
</Tip>

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/Jklvz9qm2AdmIvBG/checklist/diagrams/guides/index/diagram-1.svg?fit=max&auto=format&n=Jklvz9qm2AdmIvBG&q=85&s=3f68ac8f9466eb1718030af8eb569f39" alt="diagram" style={{ maxWidth: "540px", width: "100%" }} width="540" height="300" data-path="checklist/diagrams/guides/index/diagram-1.svg" />
</Frame>

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