This article walks through the process of uploading design review checklists to CoLab, adding checklists to reviews, and exporting checklist data post-review. 

Uploading your checklist

As an administrator, navigate to your admin settings.

From the Company tab, select Upload a checklist template.

• Checklist templates must be uploaded in .csv format.
• .csv files should have two columns, the first for the list item and the second for the description of the list item.

Click and drag a .csv file into the drop zone or upload a .csv file from your desktop.

Preview your checklist and click Upload.

Assigning a checklist to a review

You can add a checklist during review creation or after the review has been created. To add a checklist upon review creation, simply select a checklist from the Checklist dropdown menu.

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 If your review has already been created, you can add a checklists from the Checklists menu

Associating feedback with checklist items

Pinning feedback while a checklist item is open will link that piece of feedback with the checklist item, making it easier to understand which comments support each item on your checklist.

Alternatively, with a checklist item open you can select Linked Feedback to link an existing feedback item with the respective checklist item. 

Passing and failing checklist items 

Reviewers can designate whether checklist items have passed or failed, and leave notes if desired.

Exporting checklist data

Checklist data is exportable as a zip file containing 4 CSVs. To export your checklist data, open the Review menu, navigate to the Checklist section, and select Export checklist metadata.