Checklist

General

Use a checklist in tickets to keep track of the tasks to be completed. You can find the checklist feature in the right sidebar in the “Checklist” tab (unless your admin has deactivated it). Please note that you can only add or edit a checklist, if you have the permission to edit the ticket.

Screenshot showing right sidebar with highlighted "Checklist" tab

Screenshot of ticket view with highlighted checklist sidebar.

Usage

Basics

If you want to add a checklist to a ticket, go to the “Checklist” tab and click either on “Add empty checklist” (1) or “Add from template” (2) after selecting a template. If you can’t see the the “Add from template” area, there is no template available.

Checklist creation dialog

Screenshot of adding template or new checklist.

Depending on your choice, you can create your own new checklist or use a predefined template. In both cases, you can:

  • Edit the checklist title

  • Edit the checklist items (reorder, rename, add, delete)

  • Remove the complete checklist

  • Add a checklist, if there is no existing one

You can perform most of these edit, add and delete actions on different ways:

  • Click on the item text (checklist title or checklist item) to edit it

  • Click on the checkbox to check an item

  • Click on the ︙ or on the “Checklist” title to select actions from the menu

  • To add an item, click on the “+ Add” button

  • To reorder them, use the corresponding button. You can then drag & drop the items via the ≣ handle.

../_images/checklist-edit.png

Screenshot of editing an item by simply clicking on it.

Additional Features

Refer to other tickets in the checklist

You can add another ticket as a checklist item by typing or pasting its hook and number into the item label (e.g. Ticket#423456). This item is not manually checkable but reflects the state of the referenced ticket.

Tip

Copying ticket hook and number

To copy the ticket hook and number from another ticket, click on the copy button at the top or use the keyboard shortcut . in that ticket.

Check of completed checklist

Zammad includes a feature to automatically check if all checklist items are completed. The check is performed when you set a ticket to closed. If not all items are completed, Zammad will prompt you to either work on the remaining tasks and keep the ticket open or to close it anyway.

When referencing other tickets in your checklist, only those which are closed (with a green circle) are considered as completed.