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Checklists allow to run manual tasks in a defined manner. It guides the user of the checklist through a process and helping to not forget a step.

ID
checklist
Set
Documentation Type
Tags
Iteration
Facade
Category
Define

Agile teams usually work closely together and therefore have little need to document how they are doing things. In addition to that, agile teams usually seek to automate repetitive tasks and have their process descriptions in form of scripts.

But if the need arises, that a team decides to document how specific things should be done, the checklist document type is useful. It may also be the first attempt to describe a process before it is scripted. Some processes may not be scriptable, because they mainly describe the interaction between roles in the team. The document may also concentrate on answering the why instead of the how questions. It may be a mere anchor to reference a script from the wiki documentation.

 

For documenting IT processes consider the IT Process doctype of the Doctypes for Service Management add-on.

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