What is a checklist list

The checklist list provides a comprehensive overview of all checklists. You can view checklists’ Average Time for Completion, Category, Name, Description, Last Activity, completion Progress, and number of Runs in each checklist. From this page you can customize the view settings or add new checklists.

To see the checklist list, go to the Checklists module and click the Checklists tab. You will be presented with all the information you need. You can also create a new checklist directly from this page.

You can filter the grid data by State (Active, Inactive) and by Category (Recent, Other) to narrow down your search.  Start typing keywords into the search field to quickly find a checklist.

Clicking on values in the checklists view will take you to specific tabs across Vault Synapse’s modules. A click on the Checklist Name opens its Details page. From here you can access more information relating to the checklist such as Tasks and Runs.

In the checklist list, you can change and save the width of the columns in the grid itself. Click  to save the changes.

The columns in the grid are optional based on your configuration. To customize the view, click here to follow the link on how to customize the view. 

You can see the following information from the checklist view:  

• Average Time for Completion - Tells you the average time spent completing the Checklist.  
• Category - Can be either Recent or Other. 
• Description - Tells you what the checklist has been created for (specific process for recurring tasks related to an entity). 
• Last Activity - Last activity in the Checklist, when and by whom. 
• Name - The Name of the Checklist. 
• Progress - A bar representing overall progress of the checklist in percentage. The color coding stands for the following task statuses: grey – not applicable, green – passed, yellow - on hold and red – failed. Hover the mouse over the progress bar to view the individual percentage for each status. You will also see the number of unanswered tasks. 
• Runs - The number of runs in the checklist.

Note! Vault Synapse is a highly customizable tool, meaning certain parts and functionalities of the application can be additionally built-in or customized based on your business needs and preferences.