--- title: "Configure Checklists" url: "https://help.manageartworks.com/en/article/configure-checklists" language: "en" last_updated: "2026-04-16T08:44:32.561Z" --- # Configure Checklists A **Checklist** helps ensure that all required quality checks are completed for a task. | ![](https://cdn-assets.productfruits.com/cb77f884-6b41-4231-aa70-1e832e70a9d6) | **Note:** In ManageArtworks, checklists are associated only with the **file type**, even though they are configured at the **task level**. If a checklist is configured for a task but the corresponding file type is **not uploaded in that task**, the checklist will not appear.
💡**Tip:** To avoid this limitation, configure the same checklist file type as a **required file** for the task. This ensures that users cannot submit the task unless the required file is uploaded. Once the file is uploaded, the checklist becomes available. | | --- | --- | ## How to Configure Checklists Configuring checklists involves the following steps: 1. Configure Error Codes (Optional) 2. Configure Checklist Items 3. Configure Checklist Groups 4. Configure Checklist Groups to Tasks ### 01\. Configure Error Codes (Optional) Error Codes help categorize and track issues identified during checklist validation. An **Error Code** represents a specific type of issue or non-compliance detected when reviewing artwork or files. By associating an error code with a checklist item, reviewers can record the exact reason when a checklist item fails. This helps standardize issue reporting and enables better analysis of recurring issues across projects. **Example Use Cases** - Regulatory Error – Required regulatory information is missing. - Barcode Error – Barcode is not placed according to guidelines. - Font/Type Error – Text size does not meet compliance requirements. When a reviewer marks a checklist item as failed, the corresponding error code helps clearly identify the issue and can also be used in **reports and analysis**. The system includes several **default error codes** that represent common validation issues. You can modify these codes or create new ones based on your business requirements. | ![](https://cdn-assets.productfruits.com/5b4a7650-0b61-4a6a-9deb-92940393cfb8) | For instructions on creating or modifying error codes, refer to [Configure Checklist Error Codes](https://help.manageartworks.com/en/article/checklists-error-codes-access-create-and-edit). | | --- | --- | ### 02\. Configure Checklist Items Checklist Items represent the individual **quality control checks** performed during file review. Each checklist item defines a specific validation that must be verified before a task can be completed. These items act as the **master data for checklist validation** and can be reused across multiple checklist groups. **Example Use Cases** - Is barcode present in the artwork? - Is brand typography followed in the artwork? - Is there a spelling mistakes? The system provides several **default checklist items** for common validation scenarios. You can modify these items or create additional checklist items to match your business requirements. | ![](https://cdn-assets.productfruits.com/5b4a7650-0b61-4a6a-9deb-92940393cfb8) | For instructions on creating or modifying checklist items, refer to [Configure Checklist Items](https://help.manageartworks.com/en/article/checklists-access-create-and-edit-enterprise-plan). | | --- | --- | ### 03\. Configure Checklist Groups Checklist Groups allow you to organize multiple checklist items into a **single reusable checklist set**. Instead of assigning individual checklist items to tasks, ManageArtworks allows you to assign **checklist groups**. This makes it easier to manage and apply multiple validation checks to workflow tasks. **Example Use Cases** You may create different checklist groups for different processes, such as: - Artwork Review Checklist - Regulatory Compliance Checklist - Pre-Press Validation Checklist In ManageArtworks, **only checklist groups can be linked to tasks**, not individual checklist items. | ![](https://cdn-assets.productfruits.com/5b4a7650-0b61-4a6a-9deb-92940393cfb8) | For instructions on creating checklist groups, refer to [Configure Checklist Groups](https://help.manageartworks.com/en/article/checklist-groups-access-create-and-edit). | | --- | --- | ### 04\. Configure Checklist Groups to Tasks Once a checklist group is created, it can be assigned to tasks within a **workflow template**. When a checklist group is configured for a task, the checklist items within that group will be available for reviewers during task execution. Before assigning a checklist group to a task, ensure that the required **checklist group has already been created**. | ![](https://cdn-assets.productfruits.com/5b4a7650-0b61-4a6a-9deb-92940393cfb8) | For instructions on assigning checklist groups to tasks, refer to [Create/Edit Workflow Template](https://help.manageartworks.com/en/article/step-3-create-workflow-template-enterprise-plan#validation-tab). | | --- | --- | ### 05\. Checklist Behavior During Task Execution Once a checklist group is configured for a task, users can view and complete the checklist during task execution. When a file is uploaded in the configured task, users can access the checklist associated with the corresponding **file type**. Users can then review each checklist item and record the results as part of the task completion process. | ![](https://cdn-assets.productfruits.com/5b4a7650-0b61-4a6a-9deb-92940393cfb8) | **Note:** If the configured checklist file type is not uploaded in the task, the checklist will not be displayed. | | --- | --- |