Articles on: Checklists

Working tips for the System & Test view

General tips and tricks for working the System & Test view.

Core editing and working tools



This sections shows the basic way of working in the view. For the advanced methods scroll to the bottom.

System & Test view - core tools


(1) Add a checklist and auto-open it



Use this button to add a new checklist and open it directly. When using this button, you can either create it by the name only, or you can import a template and mark the location on a drawing.


(2) Add a checklist - but stay in the list



Using this "secret" button you will add a new top-level checklist. It's a good way to create overviews. In the picture the "Mechanical complete" is created this way.


(3) Add a child item to checklist



You can use the grey buttons on each row/line to add sub-items (child). This is an easy way to append additional checks or equipment.


(4) Search and filter checklists



Use any of the white input areas in the table to search and filter for checklists.


(5) Filter the checklist you are responsible for



Use the button to quickly filter on the checklist where you are assigned.


(6) Change the size of the columns in the System & Test view



You can drag the column sizes (left/right) to change their width. The sizing will be remembered between page-reloads. It is a personal setting.


(7) Open a checklist



Just click on the "Open" buttons to open/go-to a checklist.


Advanced editing in the System & Test view



The advanced editing allows you bulk edit and change the checklists.

Advanced editing of the system and test view


(1) Access the advance menu



If you have access to it, you will see the grey menu button.


(2) Gantt timeline



The gantt timeline will create a gantt chart of all the checklists.


(3) Bulk edit items



This option allows you to bulk edit the checklist from within this view.


(4) Download overview in Excel



This downloads the full overview in Excel.


(5) Bulk import from Excel



First, download the overview in Excel (4), then proceed with this. See this help article here.


(6) Assign templates to project



This option is an advance option to assign specific templates to this project. It's often not necessary to use.


(7) Settings



In the settings you can change:

The visible columns
The name of the columns
How the columns are sorted

Updated on: 10/14/2023

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