Checklists for card steps

Each step of a card can have its own checklist to fill in before moving on to the next step. On the card, these checklists are displayed in the Checklist tab.

Add/edit a checklist #

A checklist can be added when creating a production recipe for an item. See this article to learn how to do this.

The content and configuration of a checklist are defined in its template. See the checklists article for more details.

View the checklists of a card #

1. From the menu on the left, choose Operations.
   
2. Find the desired card in the board, then click on it. The card opens.
3. Click the Checklist tab, located after the Steps tab. The current step’s checklist is displayed.
   
4. To view the other steps’ checklists, turn off the Current step only toggle at the top right. The card’s steps that have a checklist are displayed as an accordion: the current step is expanded, the others are collapsed. Click a step’s header to expand or collapse it; several steps can be expanded at the same time.
   

Note: the accordion only displays the steps visible to your user.

Note: if the When opening a card in full card view, show the Checklist tab instead of General (if the current step has a checklist) configuration is enabled, the card opens directly on the Checklist tab. For more information, see the Operations board configurations page.

Check the list #

1. In the Checklist tab, check each item on the list.
   
2. Once all the items have been checked, if the step is compliant, click on the Is compliant check box.
   

Add a comment on the list #

Depending on the configuration of the list, a Comments field is displayed in the header of the list, below the instructions.

• The field is only displayed for the “with comment” options. For the “with required comment” options, it carries the (required) marker.
• The comment is saved automatically when you leave the field.

Move the card to the next step #

When a card is moved to a following step, ALIX checks the checklist of the step it is leaving, according to the configuration of the list.

It is impossible to move the card to a following step if the list is not compliant and its option is “not allowed”.

It is impossible to move the card to a following step if the comment of the list is empty and its option is “with required comment”, even for an “allowed” option. For the “only for non-compliant” options, the comment is only required if the list is not compliant.

In both cases, no window opens: a message explains the refusal and the card stays on its step. Complete the list or enter the comment in its header, then move the card again.

Note: moves to a previous step are never blocked. On a move that skips several steps, only the checklist of the step the card is leaving is checked.

Comment on an item of the list #

Each row of the list displays a comment icon at the end of the row, next to the camera icon, with the number of comments of the row.

Note: if the Enable comments toggle is not on for the row, the icon is greyed out and displays the “No comment asked” tooltip. See the checklists article for more details.

1. Click the comment icon of the row. A window titled with the row’s title opens and displays the comment thread.
   
2. Write your comment, then click Send. The comment is added to the thread with its author and date, and the counter of the row is updated.

Groups in a list #

When a list has groups, their headers are displayed across the full width of the list. Groups are expanded by default: click a header to collapse or expand its items.

Groups are defined in the template of the list. See the checklists article for more details.

Print the list #

To print the list, click its print icon. The printout includes the group headers and the comment of the list; the comments of the rows are not printed.

Copy a card #

When a card is copied, the structure of its checklists follows the copy: the items, the groups and the comment activation. The comments and the checked items start from scratch on the new card.