Primiso
About UsPricingDocs
Sign InGet Started
Documentation/Resources
Getting Started
  • What is Primiso
  • Organizations & Members
  • Projects
Resources
  • Contexts
  • Instructions
  • Skills
  • Prompt Templates
  • Checklists
  • Agent Profiles
Collaboration & Governance
  • Versioning & Publishing
  • Roles & Permissions
  • Activity
Library
  • Library
Connecting AI Tools
  • MCP & AI Integrations
Account & Billing
  • Account Settings
  • Billing & Plans

Checklists

QA, release, security, and review checklists written as simple Markdown task lists.

Checklists cover QA checklists, release checklists, security verification, deployment verification, and review checklists.

What a Checklist is for

A Checklist uses the same Markdown content field as every other resource type — write your items as a standard GitHub-flavored Markdown task list:

- [ ] Run the full test suite
- [ ] Confirm environment variables are set
- [ ] Notify the on-call engineer

There's no separate structured "checklist item" data model — it's plain Markdown task-list syntax, which renders as checkboxes and is easy for both people and AI tools to parse. You can group items under headings (e.g. "Before you deploy" / "After you deploy") the same way you would in any other Markdown document.

Creating a Checklist

  1. Open a project and go to its Checklists tab.
  2. Click Create, give it a title and description, and write your items as - [ ] lines (optionally grouped under ## headings) in the Markdown editor.
  3. Save — created as v1, in draft.

Editing, versions, and publishing

Same model as every content-bearing resource: title/description edits are separate from content edits, a content save creates a new version rather than replacing the live one, and an org admin promotes a version to Main to publish it. See Versioning & Publishing.

Who can write

Creating, editing, publishing, and deleting a Checklist requires org-admin-level project access (owner/moderator). Everyone with project access can read every Checklist, draft or published.

Bundling into an Agent Profile

A Checklist can be bundled into an Agent Profile — for example, a "QA" profile that combines your test-plan Checklist with the relevant Instructions and Contexts a tester needs.

PreviousPrompt TemplatesNextAgent Profiles

On this page

What a Checklist is forCreating a ChecklistEditing, versions, and publishingWho can writeBundling into an Agent Profile
Primiso

The centralized knowledge layer for organizations using AI.

Product

  • Pricing
  • Documentation
  • Contact

Company

  • About Us
  • Contact
  • Privacy Policy
  • Terms of Service

© 2026 Primiso. All rights reserved.