Create Checklist

You can also create a checklist by copying an existing one.

To create a checklist

1. Click the Checklist Templates tab.

2. Click the Create Checklist button in the upper right.

   

   The New Checklist page opens.

   

3. In the Checklist Name field, enter a unique and descriptive name for your checklist.

4. In the Checklist Category dropdown, select the relevant category for your checklist.

   You can add custom categories. See Configure Checklist Categories for details.

5. In the Assigned to dropdown, select the position(s) responsible for completing the checklist.

6. In the Checklist Description field, enter a concise summary of the checklist's purpose and scope.

7. Click Save in the bottom right. The new checklist displays in your List view.

After creating a checklist, you must add items to it and then activate it.