You can create checklists to keep track of work related to your uploaded Flare projects.
No special permission is required for this activity. All users who are associated with the project are allowed.
- From the Projects page, open a project. See Opening a Project.
- On the right side of the page, click Checklists.
- In the toolbar click . The Create Checklist dialog opens.
- Complete the Name field.
- From the Type field, select one of the following:
Project Files This lets you add a list where the rows are based on files from your Flare project. Most commonly, these kinds of checklists will be used to track the progress of topics as you edit them, but if you like, you can create checklists that include any other kinds of files from the project (e.g., master pages, images, TOCs, targets, skins).
Generic List This lets you add a list where each row is manually created. The checklist can pertain to anything you want.
Complete the Rows tab. This is done differently, depending on the type of checklist you are creating.
Project Files Your project folders and files are shown on the Rows tab, with check boxes next to each item. Any item with a check mark will be included in the checklist. It is likely that you will only want to include certain files in the checklist. Therefore, remove the check marks for any files you want to exclude. If you want to include a small number of items in a folder, the easiest thing to do is to begin by removing the check mark from the folder. Then navigate to the items you want to include and select them.
Let’s say you have a Flare project where the Content Explorer looks as follows, and you want to create a checklist that includes only the indicated topics.
When you start to create the checklist, you will see the following on the Rows tab:
You don’t want any of the files from the Project Organizer to be part of the checklist, and you don’t want the main project file included either. So you can remove both of those check marks.
The files to be included in the checklist are topics, which are found in the Content folder. However, most of the topics and other files from the Content folder will not be part of the checklist. So the easiest thing is to initially remove the check mark from that folder as well.
To choose specific topics in the Content folder, click on it to expand it. You will see all of the subfolders and files within it.
Since you want all of the topics in “B_Links and Lists” to be included, you can just click the check box next to that subfolder. If you expand that subfolder, you will see that all of the topics within it are automatically be selected.
You only want two of the topics in the “D_Images” subfolder to be included, so expand that folder and select those topics.
And finally, you want the Home topic at the root level of the Content folder to be included, so select it. The dialog should now look as follows when all subfolders are collapsed. Notice that the “D_Images” subfolder as a small square instead of a check mark; that’s because only some of the topics within it are selected.
- Generic List In the text box, type the label for a row and click . Repeat this for each row you want to add. You can use the up and down arrows to change the order of the rows.
Select the Columns tab. Then in the text box, type the label for a column and click . Repeat this for each column you want to add. You can use the up and down arrows to change the order of the columns (the column at the top will appear at the far left in the checklist, and the column at the bottom will appear at the far right).
- Click Save and Finish. The checklist is created and its name appears on the left side of the interface. The checklist graph and items appear to the right.
If you have created a checklist based on project files, you will see the first folder level (e.g., Content) below the graph.
To navigate to a particular subfolder or set of files, click that folder. You will then see the content within that folder, as well as a breadcrumbs trail.
When you open a folder that contains files, you will see a circle for each column. These circles are where you set the status of each item.
Note: You will not see the status circles for rows represented by folders. You can set the status for files only.
If you want to navigate back to a particular folder or subfolder, click it in the breadcrumbs.
- To set the status for a particular item, click on the circle and choose one of the following from the context menu:
- To Do
- In Progress
- N/A Select this status if a particular column is not applicable for that row.
Depending on your selection, the appearance of the circle changes. In addition, the graph above is updated.
- (Optional) If you want to add a comment for a particular row, you can double-click in the Note cell and type it.
- (Optional) If you want to move a particular column to the far left or right, click and select Pin Left or Pin Right. You can also select Unpin to remove the setting.
Tip: Although there is not currently any software integration between project checklists and tasks, you might find it helpful to create your own associations between the two as part of your overall workflow.
Let’s say you are documenting a new release for your company’s software product. In addition to many other tasks that you’ve created in Central, you’ve added one to remind yourself to complete a final checklist before you publish the output.
When creating this task, instead of listing all of the things you need to do, you can paste a copy of the checklist URL in your task description.
Once you finish the checklist, you can return to the Tasks page to move the task card to the Completed milestone.