Creating a checklist in confluence

Hi,

I searched info about creating checklists in confluence but nothing found so far.

Working at an Accountancy practice we would like to use confluence to centralise all client info including checklist for closing year end accounts.

Typically such a checklist contains an item, 2 or 3 check stages and a notes field. For example:

Item: Estimate corporate tax

check 1: prepared

check 2: reviewed

check 3: completed

I have found plugins where checklist are possible but only where the items are pages.

So I'm looking for some guidance how to solve this.

Thx,

Sven

5 answers

Hi Sven,

I'm working on just re-usable checklists right now (as a startup) - we intend to build an Atlassian plugin too. The thread is here if you're interested:

https://answers.atlassian.com/questions/245363/re-usable-checklists-and-capturing-best-practices-within-confluence-and-jira

thanks

Amit

Hi there,

There are two plugins that you can install to give your instance different checklist functionality, so I would suggest you try them out by installing them and seeing which ones work best for your needs:

https://marketplace.atlassian.com/plugins/com.comalatech.checklists
https://marketplace.atlassian.com/plugins/confluence.extra.dynamictasklist2

All the best,
John

The New Confluence 4.3 will have more elaborate task list functions built in:

http://blogs.atlassian.com/2012/05/confluence-43-eap-now-available/

So far you could also use the Status Boxes of Confluence 4.2:

https://confluence.atlassian.com/display/DOC/Status+Macro

Make a Table with the Items. One Column is the item, one the Status, and one is the Remark.
Insert "Status" and Choose a color and type in a text.

They can have one of four colors and a short text and are highly visible. We use them a lot:

Many greetings,

Henning

Thx Henning for this insight. I haven't thought about using the status that way. I will give it a try.

Hi Sven,

The 'checkbox plugin' might be right for you.

You can get it from the Atlassian market place's checkbox page.

The plugin gives you a 'Checkbox' macro that you use to create checkboxes on pages. In addition to their checked state, the checkboxes can show who checked them and when it was done (great for auditing). You can also set labels from the checkboxes, which can be useful when getting a list of checked pages using the 'contentbylabel' plugin.

Jim.

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