In this article, we will show what a global checklist is and what a project-specific checklist is.

In this article, you will find:

• Global checklists
• Project-specific checklist

Global checklists

All checklists must be created at a global level – these are global checklists.

Global ➜ Digital QA ➜ Settings; Checklists ➜ Manage ➜ Create checklist


When all checklists are created at a global level, they can subsequently be added to the projects where you want the checklists to be included.

Project-specific checklist

When a checklist is added to a project, it will always initially be a global checklist to begin with.

If you want to customize the checklist for the project, you need to do the following: 

Click on the relevant project ➜ Checklists ➜ Settings; Checklists➜ Click on the pencil icon ➜ Edit the checklist and click "Save"

As soon as you edit a checklist in a project, a copy of the checklist is created for the project, and the checklist's relation to the global level is removed, making the checklist project-specific.

When a checklist has become project-specific, any adjustments to the checklist must be made on the project. A project-specific checklist is one that is customized specifically to the project.

Tip: If you are unsure whether a checklist is project-specific or global, you can check on the individual project. If there is a checkmark next to the checklist under "Global checklist," it is a global checklist.

If there is no checkmark next to the checklist, the checklist is project-specific.

Tip It is possible to edit checklists for the individual sub-projects if you have multiple sub-projects. You just need to have accessed the sub-project where you want to edit the checklist.