Benefits of checklist

1. Analyze the work item's progress effectively
   
2. Ensure all aspects of the work item are covered
   
3. Add multiple checklists
   
4. Group similar sets of to-do-lists
   
5. Complete or reopen them anytime

Use cases

1. Update latest content in the backend content management tool
   
2. Cross check with the UI team for design approval
   
3. Check for CTAs (Call to actions)
   
4. Link to social media sites
   
5. SEO optimization
   
6. Include blog, help center, support links to the website
   
7. Upload videos and images to relevant feature descriptions
   
8. Check whether the website work across browsers
   
9. Include search bar
   
10. Copy rights
    
11. Publish

Create Checklist Template and use them within work items if you are reusing the similar checklist for similar type of work items. Know more about Checklist Template. 

Difference between checklists and subitems

Checklist Group  

Create Checklist Group  

1. Go to the item details page of the work item.
   
2. Go to the Checklist tab.
   
3. Click the +Group button. The Add Checklist Group window will appear.
   
4. Enter the Checklist Group Name under which the checklist will be added.
   
5. Enter Checklist Name which is the prerequisite you need fulfilled.
   
6. Assign users.
   
7. Make the checklist public for your team or keep it private for your reference.
   
8. Assign priority.
   
9. Click the Create button. The checklist is created. 
   

 Add checklist to a checklist group  

1. Go to the item details page of the work item.
   
2. Go to the Checklist tab.
   
3. Click + More Checklist under a Checklist Group.
   
4. Alternatively, click the dropdown arrow beside +Group and select Checklist.
   
5. Enter the checklist details such as Name, Access, Assign to, Priority.
   
6. Click the tick mark. 
   

Create dynamic checklist using placeholders  

1. Sprint owner should cross check if the item's assignee has added item points to the work item before starting the work item.
   
2. Item assignee should verify the DB values.
   
3. When an item gets updated, the item creator should be informed about it.
   
4. Item should be completed before the scheduled end date. 

Reorder Checklist Group   

1. Go to the item details page of the work item.
   
2. Go to the Checklist tab.
   
3. Click the dropdown arrow beside +Group and select Reorder Group.
   Checklist groups will be listed in the existing order. 
   
4. Drag and drop the group name in the required sequence.
   
5. Click Save. 
   

 View Checklist by Type  

1. Go to the item details page of the work item.
   
2. Go to the Checklist tab.
   
3. Beside the Checklist header, click on the respective checklist type. 
   

Convert Checklist to Template 

1. Go to the item details page of the work item.
   
2. Go to the Checklist tab.
   
3. Under each checklist group, you'll find a 'Convert to Template' button.
   
4. Click Convert to Template. Make required changes in the create checklist template form.
   
5. Click Create. 

Note: When you convert the checklist group to a template, the private checklists will become public. 

Reorder checklist

1. Go to the item details page of the work item.
   
2. Go to the Checklist tab.
   
3. Click the Reorder button.
   
4. Drag and drop the checklist items to change the order. Or, modify the sequence numbers.
   
5. Click Save. The checklist will be reordered. 
   

Delete checklist group 

1. Go to the item details page of the work item.
   
2. Go to the Checklist tab.
   
3. Hover over the required checklist group name.
   
4. Click the Delete link. A confirmation pop-up will appear.
   
5. Confirm your action. 
6. Click the Delete button. The checklist group will be removed.
   

Delete checklist 

To delete checklist group, hover over the group and click the Delete link.

Complete checklist

1. Go to the Checklist tab.
   
2. Select the checkbox inline with the checklist. The checklist is completed and is denoted by it being struck out. 
   

Deselect the checkbox to reopen the checklist.

Make an item

1. Go to the item details page of the work item.
   
2. Go to the Checklist tab.
   
3. Hover over the required checklist.
   
4. Click the Make it an item link. The Create Item window will appear.
   
5. Enter required details and click the Create button. The checklist item is also added as a work item.