> ## Documentation Index
> Fetch the complete documentation index at: https://docs-bo.clear-gate.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Checklists

> Manage security testing checklists and their association with project types.

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

## 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.

<img src="https://mintlify.s3.us-west-1.amazonaws.com/cleargate/images/screenshots/backoffice/checklists-list.png" alt="Checklists list" style={{ borderRadius: '8px', border: '1px solid #e5e7eb' }} />

## Checklists List

### Table Columns

| Column              | Description                                  |
| ------------------- | -------------------------------------------- |
| **Checklist Name**  | The title of the checklist                   |
| **# Project Types** | Number of project types using this checklist |
| **Order**           | Display sort order                           |

### Actions

| Action                 | Icon        | Description                                                                |
| ---------------------- | ----------- | -------------------------------------------------------------------------- |
| **Create Checklist**   | Button      | Create a new checklist (Admin only)                                        |
| **View Project Types** | File icon   | View which project types use this checklist                                |
| **Edit**               | Pencil icon | Edit the checklist                                                         |
| **Delete**             | Trash icon  | Delete the checklist (Admin only, only if not linked to any project types) |

### Filtering & Pagination

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

## Creating a Checklist

<Note>
  Only **Admin** users can create new checklists.
</Note>

<Steps>
  <Step title="Click Create Checklist">
    Click the **Create Checklist** button at the top of the list.
  </Step>

  <Step title="Fill in checklist details">
    Enter the checklist name and define the testing items.
  </Step>

  <Step title="Set display order">
    Assign a sort order for how the checklist appears in listings.
  </Step>

  <Step title="Save">
    Click **Save** to create the checklist.
  </Step>
</Steps>

<img src="https://mintlify.s3.us-west-1.amazonaws.com/cleargate/images/screenshots/backoffice/checklists-create.png" alt="Create checklist form" style={{ borderRadius: '8px', border: '1px solid #e5e7eb' }} />

## Linked Project Types

Each checklist tracks how many project types reference it. You can view the linked project types by clicking the file icon.

<Warning>
  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.
</Warning>

<img src="https://mintlify.s3.us-west-1.amazonaws.com/cleargate/images/screenshots/backoffice/checklists-project-types.png" alt="Checklist linked project types" style={{ borderRadius: '8px', border: '1px solid #e5e7eb' }} />

## 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.