Znuny Checklist Add-on - Structured Workflows for Your Ticket System

The Problem: Unstructured Workflows in Tickets

Sound familiar? A ticket comes in, and the agent needs to work through a series of steps – but which ones exactly? Were all items completed? Did the colleague on the night shift perform the maintenance correctly?

In many companies, checklists for recurring tasks are kept on paper, maintained in Excel, or simply kept "in memory." This leads to:

• Forgotten steps – critical items get overlooked
• Inconsistent quality – every agent works differently
• Lack of traceability – who did what and when?
• Training overhead – new employees have to "learn" everything

The Solution: Checklists Directly in Znuny

The Checklist Add-on for Znuny 7.2.x integrates complete checklist management directly into your ticket system. No external software, no media breaks – everything in one place.

Features Overview

Flexible Template Management

Create checklist templates for various scenarios:

• IT Maintenance: Server checks, backup verification, updates
• Onboarding: New employees, access rights, hardware distribution
• Quality Assurance: Production releases, tests, approvals
• Troubleshooting: Structured error analysis

Various Item Types

Not every checkpoint is a simple yes/no:

Queue Assignment

Assign templates to queues – this restricts where checklists can be used:

• Queue "Server Maintenance" → Template "Monthly Server Checks"
• Queue "Onboarding" → Template "New Employee"
• Bonus: Automatic inheritance to sub-queues!

Mandatory Fields with Close Lock

Mark critical steps as mandatory:

• Visually highlighted (red asterisk)
• Ticket cannot be closed while open
• Guarantees nothing gets forgotten

Process Management Integration

For automated workflows: The TransitionAction ChecklistAssign automatically assigns checklists – perfect for process tickets.

Use Cases

IT Support: Server Maintenance

Monthly Server Maintenance
├── ☑ Check backup status (Mandatory)
├── ☑ Install updates (Mandatory)
├── ☐ Disk utilization: ____ % (Measurement)
├── ☐ Service status: [OK / Not OK / Limited]
├── ☐ Review security log
└── ☐ Update documentation

HR: Onboarding

New Employee
├── ☐ AD account created (Mandatory)
├── ☐ Email mailbox set up (Mandatory)
├── ☐ Hardware issued: [Laptop / Desktop / Both]
├── ☐ Access card activated
├── ☐ Orientation completed
└── ☐ First meeting satisfaction: 5/5

Quality Assurance: Product Release

Product Release v2.5
├── ☑ Unit tests passed (Mandatory)
├── ☑ Integration tests passed (Mandatory)
├── ☐ Performance score: ____ ms
├── ☐ Security scan: [Passed / Failed / Open]
├── ☐ Code review: 5/5
└── ☐ Documentation complete (Mandatory)

Installation

Installation is straightforward:

Option A: Package Repository (recommended)

1. Admin → System Configuration → Package::RepositoryList
2. Add repository: Name wolkig.it, URL https://wolkig.it/packages
3. Admin → Package Manager → Install "Checklist" from the list

Option B: Manual

1. Download OPM package from the Packages page
2. Admin → Package Manager → Install package
3. Done!

The add-on automatically creates:

• Required database tables
• The "ChecklistManager" group
• All SysConfig settings

Open Source

The Checklist Add-on is Open Source under the GPL v3 license. This means:

• Free to use
• Source code viewable
• Modifications allowed
• Community contributions welcome

Repository: codeberg.org/wolkig-it/znuny_checklist

Conclusion

With the Checklist Add-on, you bring structure to your workflows – no media breaks, no external tools, directly integrated into Znuny.

Benefits at a glance:

• Structured, repeatable processes
• No forgotten steps thanks to mandatory fields
• Various item types for every use case
• Automatic assignment via processes (TransitionAction)
• Complete traceability (who, what, when)
• Free and Open Source

Try it out!

Download and documentation: codeberg.org/wolkig-it/znuny_checklist