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Include checklists in ticket, sourced from wiki pages

Project description


This plugin allows you to define checklists as a wiki page, and then embed them in tickets as templates for recurring tasks. For example, if your workflow for a bug ticket includes steps for fix/test/release, each of these can be defined as a step and checked off as the assignee works on the ticket.

This prevents people from forgetting something (e.g. tag a new version), and allows for ongoing process improvements by updating the checklist whenever gaps in the existing process are discovered.

This plugin was developed and is maintained by Outlyer


A plugin can either be deployed globally, or only for a specific environment. Global deployment is done by installing the plugin:

cd /path/to/plugin_source
python install

The plugin is also available on PyPI and can be installed globally using pip:

pip install TracChecklist

To deploy a plugin only to a specific Trac environment, copy the egg file into the plugins directory of that environment:

cd /path/to/plugin_source
python bdist_egg
cp dist/*.egg /path/to/project_environment/plugins


Enable the plugin in your trac.ini file:

checklist.* = enabled

The plugin requires a new database table; update the environment to create it:

$ trac-admin /path/to/env upgrade

The plugin uses static resources (CSS, JS). If you mapped static resources so they are served by the web server, the resources need to be deployed to the location on the filesystem that is served by the web server. Execute the deploy command, as is done during install and upgrade:

$ trac-admin /path/to/env deploy /deploy/path

The plugin creates a "wiki:ChecklistTemplates" page as the root below which all checklist definitions are located. If you move the page, update the entry in your trac.ini file:

template_root = /path/to/ChecklistTemplates

Restart the server once fully configured.


Create at least one checklist as a sub-page below the "Ticket Template" page using the template provided in the "ChecklistTemplates" root page. You can also create pages below non-existing parents, which will then be treated as category headers. For example:

|- CatOne (not a page)
   |- wiki:ChecklistTemplates/CatOne/Checklist One
   |- wiki:ChecklistTemplates/CatOne/Checklist Two
|- CatTwo (not a page)
   |- wiki:ChecklistTemplates/CatTwo/Checklist Three
   |- wiki:ChecklistTemplates/CatTwo/Checklist Four

Then use the dropdown menu at the top-right of any ticket description entry box when in edit mode to select & insert a template. The preview will show the checklist in your ticket.

Revision Log

  • 0.1 - Initial release to PyPI (build) & TracHacks (source)

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