Business Scenarios

1. Initiate Search Engine Optimization (SEO) checkups by creating sub-lists  to review SEO requirements
   
2. Use sub-lists to initiate security inspections for different departments in an organization
   
3. Mention the documents required for each activity in the budgeting checklists
   
4. Mention detailed factors to be reviewed before manufacturing products
   

Explore more business scenarios for  checklists .

How to install a Multilevel Checklist

1. Navigate to  and select Marketplace under  Extensions from the menu.
   

2. Under All Apps tab,  select the  Multilevel Checklist  extension . 
   

3. Click  Install.
   

4. Read the Terms of Service and Privacy Policy and confirm the installation by ticking the boxes.
   

5. Click Install.

6. Under the General  tab, choose your custom preferences for the extension. 

1. Application Name: Enter a preferred name for the extension.
   

2. Visibility:
   

1. Users: Select the users who can access this extension.
   

2. Forms: Select the forms for which this extension must be configured.
   

7. Click Install .  
   

Implementing a multilevel checklist in Qntrl

1. Navigate to  and select  Orchestration from the menu .  
   

2. Click an existing orchestration or create a new one. Learn how to create an orchestration. 
   
• You will land in Step 1: Create Form.
  
3. Navigate to Step 2:  Design Blueprint . Click a transition to view the transition details in the right panel.  
   

• Under the  During  tab, select  Widgets  and click the  Add button. 
  

• Under  Select Widget  dropdown, choose the application name. 
  

• Enter a title for the checklist and proceed to add checklist items. 
  

• You can add more items to the list by clicking the   icon. 
  

• If you want to mandate an item, check the second checkbox. 
  

4. To add a sublist, enable the first checkbox.
   

• Add a title to the sublist and start adding sublist items. 
  

5. Once the checklist is configured, Save the blueprint. 
   

1. Each checklist can hold 10 items.
   
2. Only 4 sublists can be added to a checklist. 
   
3. The status of multilevel checklist items can be viewed along with card details even after the transition is complete.
   
4. You can also track the progress in the Activities section of Cards.