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Role access: Admin and Editor roles can view and edit checklists. Only Admins can create or delete checklists. Users do not have access.

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Overview

Checklists define the testing procedures and items that testers follow during penetration tests. Each checklist can be linked to one or more project types, ensuring the correct testing methodology is applied. Checklists list

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Checklists List

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Table Columns

ColumnDescription
Checklist NameThe title of the checklist
# Project TypesNumber of project types using this checklist
OrderDisplay sort order

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Actions

ActionIconDescription
Create ChecklistButtonCreate a new checklist (Admin only)
View Project TypesFile iconView which project types use this checklist
EditPencil iconEdit the checklist
DeleteTrash iconDelete the checklist (Admin only, only if not linked to any project types)

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Filtering & Pagination

  • Pagination — select 10, 25, 50, 100, or 1000 entries per page
  • Refresh — reload the list

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Creating a Checklist

Only Admin users can create new checklists.
1

Click Create Checklist

Click the Create Checklist button at the top of the list.
2

Fill in checklist details

Enter the checklist name and define the testing items.
3

Set display order

Assign a sort order for how the checklist appears in listings.
4

Save

Click Save to create the checklist.
Create checklist form

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Linked Project Types

Each checklist tracks how many project types reference it. You can view the linked project types by clicking the file icon.
A checklist cannot be deleted if it is linked to one or more project types. You must first remove it from all project types before deleting.
Checklist linked project types

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Custom Checklists on Reports

When managing a report, you can assign a custom checklist that overrides the default one from the project type. This is done from the report detail page using the Set Custom Checklist action.