Use checklists

Dina Bennett
Dina Bennett
  • Updated

When you open your proof in the Proof Viewer, select the checklist icon to expand and view checklists. 

Available on: Enterprise

This feature is in Public Preview phase. 

 

checklist-in-reviewer.png

 

Complete the checklist

A progress bar at the top of the checklist shows the total number of items and how many have been reviewed (the color indicates passed, failed, and reviewed). Hover over the bar to see a breakdown. 

  • For Pass/Fail items, select the checkmark to pass or the X to fail.
  • For single checkbox items, select the checkmark to confirm you've reviewed it.

Your avatar will appear next to the item once selected.

Expand the checklist item to read the description for each. Select Expand all to expand all checklist item descriptions. 

One response per checklist item 

All reviewers update the same checklist. While each reviewer’s actions are logged, only the last reviewer’s action will be visible on the checklist.

If you change another reviewer's response, Ziflow asks you to confirm your decision.

checklist-confirm-response.png

Checklist activity for all reviewers is logged in the Activity tab on the Proof Details page.

 

Add comments related to checklist items

When you add comments related to checklist items, they appear with all comments, but under the comments you can see the checklist name and the checklist item that they are related to.

You must have comment permissions to add comments to a proof.

  1. Hover over the checklist item and select the Add comment icon.
  2. Enter your comment and select Post.
    Your comment will contain the decision that appeared on the checklist item when you posted the comment. If you change the checklist item decision, or someone else overwrites it, the information in your comment will not change.

checklist-add-comment.png

 

View comments from checklist items

If a checklist item has comments, a comment icon displays indicating the number of comments. 

Select the comment icon with the number to view only those comments in the comment list. Select Clear to view all comments on your proof.

view-checklist-comments.png

Select a comment from a checklist item to highlight the item in the checklist.

view-checklist-item-from-comment.png

 

Related articles

Create checklists

Add checklists to a proof

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