> For the complete documentation index, see [llms.txt](https://docs.nexthink.com/platform/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.nexthink.com/platform/~/changes/Sh4xqs4GDClkDKT9Hvux/user-guide/administration/content-management/checklists-management.md).
# Checklists management
Checklists let you visualize fields, such as device properties, custom fields, and the output of remote actions within [Device View](/platform/~/changes/Sh4xqs4GDClkDKT9Hvux/user-guide/device-view.md) and [Amplify](/platform/~/changes/Sh4xqs4GDClkDKT9Hvux/integrations/amplify.md).
Checklist visualization provides quick insights on critical parameters for analyzing issues related to the health and performance of a device.
## Required permissions for checklists
Select **Administration >** [Roles](https://docs.nexthink.com/platform/user-guide/administration/account-management/roles) in the main menu to configure the role permission settings required by checklists.
Tick the following permissions under the **Diagnostics** drop-down:
* **View all checklists** permission allows specific user roles to see all the checklists available in [Device View](/platform/~/changes/Sh4xqs4GDClkDKT9Hvux/user-guide/device-view.md) and [Amplify](/platform/~/changes/Sh4xqs4GDClkDKT9Hvux/integrations/amplify.md).
* Even if users do not have the **View all checklists** permission, they can still see specific checklists associated with their role.
* **Manage all checklist** permissions allows specific user roles to create, edit, delete and share all checklists
If [associated actions](#adding-properties-to-a-checklist), such as workflows, are available in the checklist, users only see the actions they have permission to execute manually.
Refer to the [Checklists](/platform/~/changes/Sh4xqs4GDClkDKT9Hvux/user-guide/device-view/checklists.md) documentation to learn how to run associated actions from checklists in the Device view.
{% hint style="info" %}
Nexthink displays [rating indicators](/platform/~/changes/Sh4xqs4GDClkDKT9Hvux/user-guide/administration/content-management/ratings-management.md) only for checklist properties for which a rating has been configured.
{% endhint %}
## Accessing the Checklists administration page
To access the Checklists administration page, select **Administration > Checklists** from the main menu.
### Built-in checklists
#### **Checklists installed from Library**
Nexthink offers a set of preconfigured checklists that you can manually install from Nexthink Library. Go to the Nexthink Library module within your Nexthink instance to install, manage, and update predefined checklists.
#### **Checklists copied from Library**
A checklist that was copied from the Nexthink Library module. You can modify the copied checklists to fit your needs. Refer to the [Nexthink Library](https://docs.nexthink.com/platform/latest/library) documentation for more information.
### **Custom checklists**
Creating a checklist from scratch lets you view desired data according to your needs and use cases. Refer to [Creating checklists](#checklistsmanagement-creatingchecklists) for more information.
## **Creating checklists**
{% hint style="info" %}
Your user role must have [proper permissions](#checklistsmanagement-requiredpermissionsforchecklistspermissions) to create checklists.
{% endhint %}
To create checklists, from the **Administration > Checklists** page:
1. Click on the **New checklist** button in the top-right corner of the Checklist configuration page.
2. Fill out the fields on the checklist configuration page:
* You may select a specific OS by using the **Platform selection** dropdown to limit the visibility of checklists depending on the OS of the investigated device.
* Enter the **Name** and **Description**.
In addition, you can also [import a JSON file](#checklistsmanagement-importingchecklists) to create a **Custom** checklist.
### **Adding properties to a checklist**
To add properties to a checklist, from the Checklist configuration page:
1. **Add properties** by selecting the fields to add to the checklist.
2. Filter the **checklist properties** using the drop-down menu, or enter a specific property name into the search box.
3. Click **Done** to add the selected properties to the checklists.
Once you've added the properties, you can:
* Click and drag the property item, to custom sort the properties in the checklist.
* Click the cancel icon, to remove the property from the checklist.
{% hint style="info" %}
You can add up to 35 properties per checklist, including a maximum of 20 **Custom field** properties defined by **Computed** [custom fields](/platform/~/changes/Sh4xqs4GDClkDKT9Hvux/user-guide/administration/content-management/custom-fields-management.md).
Refer to the [Nexthink Infinity thresholds and limits overview](https://edocs.nexthink.com/nexthink-infinity/infinity-specifications/nexthink-infinity-default-thresholds-overview) documentation for more information.
{% endhint %}
#### Formatting data for checklist properties added from custom fields
Adding checklist properties from [custom fields](/platform/~/changes/Sh4xqs4GDClkDKT9Hvux/user-guide/administration/content-management/custom-fields-management.md) defined by an NQL query that contains the `as()` function, for example `poor_quality_ratio.as( format = percent )` , allows the system to display checklist property values with units in the following data formats:
* `percent`
* `currency`
* `energy`
* `bitrate`
* `weight`
{% hint style="info" %}
Refer to the [NQL as()](https://docs.nexthink.com/platform/user-guide/nexthink-query-language-nql/nql-functions/nql-as) documentation to learn how to format data in NQL queries.
{% endhint %}
### **Grouping checklist properties**
To group property items in a checklist, from the Checklist configuration page:
1. Click the **Add group** button, and enter the name of the group.
2. Click **Add properties** under group.
After adding a group, you can:
* Click the up or down arrows next to the group name to reorder the groups.
* Delete a group and remove all the associated properties of the group from the checklist.
### **Adding property details and associated actions**
After [adding properties](#adding-properties) to a checklist, add the following property details:
1. Click over a property item to reveal in the right-side panel the **Associated actions**, **Display name** and **Documentation** fields.
2. Type in the **Associated actions** field to choose the [remote actions](/platform/~/changes/Sh4xqs4GDClkDKT9Hvux/user-guide/remote-actions.md) or [workflows](/platform/~/changes/Sh4xqs4GDClkDKT9Hvux/user-guide/workflows.md) your users see in the checklist.
3. Add a custom **Display name** to show:
* An understandable name of the property in [Amplify](/platform/~/changes/Sh4xqs4GDClkDKT9Hvux/integrations/amplify.md) and [Device View](/platform/~/changes/Sh4xqs4GDClkDKT9Hvux/user-guide/device-view.md) for all users.
* A readable name of the property in Amplify and Device View that better fits the UI.
4. In the **Documentation** field, add custom text and links for the property.
* The documentation can contain up to 1000 characters, including special characters and formatting characters.
* To format the text, use the below syntax
* To highlight the content in bold, prefix the text with # followed by space
* To add bullets, prefix the text with - followed by space
* To add a hyperlink, add round brackets to the text that should be visible to the reader and add square brackets to the link: `(reference-text)[reference-link]`. Prefix all links with `http://` or `https://`.
5. **Save** the associated actions, display name and documentation for the properties.
Relevant considerations when adding property details:
* The **Documentation** field is compatible with markdown. You can use an external markdown editor to copy and paste the markdown-formatted content into the documentation section. The Nexthink web interface displays the supported formatted content within the checklist container.
* Property details are checklist-specific. Therefore, you can save different associated actions, display name and documentation of the same property on a different checklist.
* If you unselect a property with associated actions, display name and documentation from the checklist and save the checklist, the content of the property is still saved at a checklist level.
* If you delete a particular custom field or remote action that functions as a checklist property, the associated action, display name and documentation are automatically deleted.
* If you delete a checklist that contains properties with associated actions, display name and documentation, these property details are also deleted.
## Managing checklists
To manage checklists, from the **Administration > Checklists** page:
1. Hover over a checklist to reveal the action menu on the right side of the list.
2. You can **Edit**, **Edit tags**, **Share**, **Export,** or **Delete**.
### Tagging checklists
Adding tags helps users filter and suggest checklists based on your specific requirements.
To tag checklists, from the **Administration > Checklists** page:
1. Select **Edit tags** from the action menu of a checklist to open the **Tags** pop-up.
2. Type in a new tag or choose an existing one to add it to the checklist.
Optionally, from **Tags** pop-up, click the action menu of the tag to remove or change the tag color.
### Sharing checklist permissions
To sharing checklist permissions, from the **Administration > Checklists** page:
1. Select **Share** from the action menu of the checklist.
2. Add the profile you wish to share the checklist with.
3. Select **View checklist** from the **Select permissions** drop-down menu.
4. Click **Grant permissions** to grant the selected profile permissions for the checklist.
In the Share dashboard modal, find a list of profiles that the dashboard is shared with. To remove permissions for a specific profile:
* Hover over the permissions column of a profile to reveal the action menu.
* Click **Remove all permissions**.
### Exporting checklists
Export any checklist to a JSON file. You can use exported checklists to [import](#checklistsmanagement-importingchecklists) them into another Nexthink instance.
To export checklists, from the **Administration > Checklists** page:
1. Select **Export** from the action menu of the checklist.
2. Find the JSON file in the downloads folder of your browser.
### Importing checklists
To import checklists, from the **Administration > Checklists** page:
1. Click on the **Import** button in the top-right corner of the page.
2. Navigate and **Open** to the JSON file you wish to import.
The imported checklist appears on the checklists administration page.
{% hint style="info" %}
When importing checklists from another Nexthink instance, import first the associated actions, custom fields and ratings to ensure correct property matching.
{% endhint %}
## Built-in checklists
### Campaigns installed from Library
Nexthink offers a set of campaigns you can manually install from the Nexthink Library. Library campaigns are preconfigured and designed to gather user data on issues related to specific use cases and solutions, and can also execute remote actions following specific answers or results. Go to the Nexthink Library module within your Nexthink instance to see all available library campaigns.
### Custom campaigns
Custom campaigns allow you to ask users specific questions or convey information to them with ease. You can also configure campaigns to execute remote actions following specific answers or results. Refer to [Getting started with Remote Actions](/platform/~/changes/Sh4xqs4GDClkDKT9Hvux/user-guide/remote-actions/getting-started-with-remote-actions.md) for more information.
---
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