This article walks through the process of adding checklists to reviews, and exporting checklist data post-review.
đĄ To learn how Company admins can create and manage checklist templates, see our article "Create and edit checklist templates".
Enable workspace checklists
Workspace admins can enable only the checklists that are relevant to the work being done in their workspace, and explicitly disable others. This can be done in the workspace's settings.
A workspace's settings can be accessed either from the settings icon on the workspace's homepage, or from the settings icon in the workspace's sidebar.
In the workspace settings, select 'Reviews' section followed by 'Checklist templates'. Here, you can find the checklists your company admin has made available for use across CoLab. Only enabled checklists will be available to use in reviews in this workspace.
Click the toggle button beside a checklist to enable or disable it for this workspace. When you are happy with your selections, click the save button, which becomes available when changes have been made. Enabled checklists will move to the top of the list.
Additional options in the checklist templates section include:
Search bar - You can search the list of checklists using search terms.
Preview button - Allows you to preview a checklist to help you decide if it is suitable for you workspace.
Select / Unselect all - Bulk select options to speed up your selection.
Assigning a checklist to a review
To add checklists during review creation, simply select one or more checklists from the 'Checklist' dropdown menu in the review creation sequence.
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If your review has already been created, you can still add a checklist to the review.
Open the review.
Select 'Checklists' option in the right sidebar.
Click on 'Add Checklists'.
Select the desired checklist from the dropdown menu.
Whichever way it was added, the checklist will be available under the 'checklists' section on the right sidebar.
Using a checklist during a review
Reviewers assigned to the review can click on the checklist to see the checklist items. Clicking on a specific checklist item will reveal actions that can be taken and associated with that item.
Passing and failing checklist items
Reviewers can designate whether checklist items have passed or failed, by selecting the 'Pass' or 'Fail' button. Alternatively, they can select the 'N/A' button to indicate this check was not applicable on this file.
Associating feedback with checklist items
Pinning feedback in the viewer while a checklist item is open will automatically link that piece of feedback with the checklist item. This makes it easier to understand which comments support each item on your checklist.
You can also link an existing piece of feedback with a checklist item. Open the checklist item, select Linked Feedback and select the desired feedback item from the list of existing feedback.
Adding notes to a checklist item
Reviewers can also add notes to a checklist item by selecting the 'Notes' option on the checklist item.
Exporting checklist data
Checklist data is exportable as a zip file containing four CSV files. To export your checklist data - open the 'Checklists' menu, click the more button (three dots) on the desired checklist and select Export checklist metadata.
You can also access this option inside a specific checklist, from the 'More' menu at the top of the panel.
