Checklist | Online Help | Zoho BugTracker

Checklist for Zoho BugTracker

The Checklist for Zoho BugTracker extension lets you create a set of instantaneous to-do lists for your issues in Zoho BugTracker. With this extension, you can create checklist templates for your issues and save time. Also, any existing checklist can be marked as a new template. Let us learn how to use this extension in detail.

Installing Checklist for Zoho BugTracker to your portal

  1. Navigate to   > Marketplace > All.
  2. Search for Checklist for Zoho BugTracker and click on it.
  3. Click Install.
  4. Agree to the terms of service and click  Install.
  5. Under the General section, select the profiles, projects, and users you want the extension to be shared with or given access to.
  6. Agree to the terms of use.
  7. Click  Install Extension.

Accessing the extension

  1. Navigate to the Issues module of your project in your portal after you install the Checklist extension.
  2. Open an issue and scroll down to the extension tab in the bottom panel.
  3. Click  Checklist.

You can also access the extension from the top band and create Checklist templates.

How does Checklist work?

You will be able to create a to-do list for the current issue with this extension. You can also use Checklist templates while creating new to-do lists. Here's how you create and manage your issues.

Creating a checklist

  1. Navigate to the Issues module of your project.
  2. Open an issue and scroll down to the bottom panel.
  3. Click Checklist.
  4. Click Pick from Template or New Checklist.
    • Upon clicking Pick from Template, select the desired template from the list and click Add.
    • Upon clicking New Checklist, enter a Checklist Name and click  Save.
  5. Click  Create Item.
  6. Enter the details of the item and click Save. To exit, click Cancel. An item will be created.
    • To add more items, repeat the above steps as needed.
    • To add bulk items, copy and paste multiple items from a spreadsheet and click  Save.

Deleting a checklist

  1. Navigate to the Issues module of your project.
  2. Open an issue and scroll down to the bottom panel.
  3. Click  Checklist .
  4. Click the More iconbeside a checklist's name.
  5. Click  Delete to remove the checklist permanently.
    • On deletion a checklist, all the items associated with the checklist will also be deleted permanently. The data cannot be recovered.
  6. Click Yes.

Updating a checklist

  1. Navigate to the Issues module of your project.
  2. Open an issue and scroll down to the bottom panel.
  3. Click Checklist.
  4. Click the More icon beside a checklist's name.
  5. Click Rename.
  6. Modify the checklist's value as necessary and click  Save. To exit, click Cancel.  

Marking a checklist as a template

  1. Navigate to the Issues module of your project.
  2. Open an issue and scroll down to the bottom panel.
  3. Click Checklist.
  4. Click the More iconbeside a checklist's name.
  5. Click Mark as template.

Editing a work item

  1. Navigate to the Issues module of your project.
  2. Open an issue and scroll down to the bottom panel.
  3. Click  Checklist.
  4. To edit a specific work item that is associated with a checklist, hover over the work item and click it. The edit mode will be enabled.
  5. Modify the work item as necessary and click  Save. To exit, click  Cancel.

You can rearrange the work items by dragging them up or down.

Deleting a work item

  1. Navigate to the Issues module of your project.
  2. Open an issue and scroll down to the bottom panel.
  3. Click  Checklist.
  4. Hover over a work item and click the trash icon .
  5. You will not be able to recover a work-item you delete.  

Changing the status of a work item

  1. Navigate to the Issues module of your project.
  2. Open an issue and scroll down to the bottom panel.
  3. Click  Checklist.
  4. Click the checkbox of the work item to mark it complete. 
  5. Click the  icon to view the details of who completed a work item and when.

Uninstall the extension

  1. Navigate to > Marketplace > All.
  2. Click  Installed.
  3. Click  Checklist for Zoho BugTracker.
  4. Click  Uninstall

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