When completing an Activated Checklist instance, you have three options for viewing the steps.

These options are useful for providing greater clarity around who is doing what in a process.

Note: the filters work best on checklists that have roles assigned to specific steps. On a checklist with no roles assigned at all, therefore any Collaborator can complete the step, the filters will not show or hide anything.

The below video will provide you with a quick introduction to the filters.

Show all steps is the default view for your Activated Checklist instances. It will show all the steps that can be completed, regardless of if your role is assigned to the step or not.

The Steps to be completed by me filter will hide any steps that are assigned to roles that you aren't performing in that checklist.

For example, if a Checklist Instance contains steps that any role can complete, and steps for a role that you're assigned to as well as steps for roles you are not assigned to, applying this filter will only show the steps for anyone and your role. Basically, it filters out the steps assigned to other roles.

In the below example, there are steps assigned to four roles, Sales, Technical Support, Tester, and Development.

Assuming your role is Development, after applying the filter, your Activated Checklist will filter out the other roles and look like the below screenshot

The presence of the double lines indicates that there is steps hidden by the filter.

The Steps I can complete now filter will also hide any steps that are assigned to roles that you aren't performing in that checklist. In addition to this, it will also only show you a step you can complete right now at this point in time. If you don't have a step to complete, a message will display to let you know this.

Note for Editors and Administrators: this filter relies on their being dependencies between steps. Applying this filter to a checklist with no dependencies would display in the same way as the Steps to be completed by me filter. Click here for more information on adding dependencies.

In the below example, there are steps assigned to four roles, Sales, Technical Support, Tester, and Development. The checklist is also set up in a manner that means steps must be completed in a specific order i.e. there are dependencies between the steps

Assuming your role is Development, after applying the filter, your Activated Checklist will filter out the other roles and show you only the step you can complete now. It will look like the below screenshot

Note that there is only one step displayed. When you complete this step, it will automatically display the next available step for you to work on.

The presence of the double lines indicates that there is steps hidden by the filter.

If there are no further steps for you to work on at this point in time, it will display the following message

Changing the filter will show you other steps and give you an idea of how far through the checklist you are.