How to create a new checklist & template

Checklists help you define the standard items that need to be completed or approved to meet your process requirements.

Checklists can be used for many different purposes, including change management processes: a new product introduction (the whole process or individual phases), production line modifications, IT infrastructure changes, etc.

Video guide

Create a checklist

Open the Checklists module. To create a new checklist, go to the Checklists module and follow the next steps.
Add a new checklist. Click the Add icon.
Fill in the basic fields. Define the basic fields such as the title, the responsible person, Protect Settings, etc.
Choose the approver and the checklist type. Go to the Checklist definition tab and choose an approver and a checklist type (template). See how to create a new checklist type.
Choose whom to inform. Define your Whom To Inform group: select who should be informed about this document and receive email notifications about new updates and comments.
Add the details and save. Add a description and attachments if needed. Save the document once you are done with your settings.
Notify your team. When you are done with your settings, click the Send new checklist notification button. Your Whom To Inform group is notified by email about the new checklist.

Send update notifications
After you click this button, it changes to the Send checklist update notification button.
Click this button whenever you want to inform your team about any update in your checklist, except for comments. When you add a comment and click Save & Send, your Whom To Inform group receives the email notifications.

Update and approve the items

Update an item
Once a checklist is defined, the responsible person can update the status of the items (add notes, progress status, ETA, etc.). Click an item to update it.
Once you make any modifications, use the Save + Close button to save the updates, and use Send to send a comment to the responsible person.
Request an approval
The predefined approver can approve the individual items. To request an approval, click the envelope icon.
Approval request email
The approver receives an email notification with a live link to the task.
Approve an item
The approver can approve the item by ticking the Approve field.

Create checklists automatically

Set up automatic creation
You can also set up a checklist to be created automatically. Go to the Create automatically tab in the settings, tick the field and set up your time period.
You can also set the due dates of the actions in your future checklists based on their creation date.
Recognize an automatic series
You will then see this icon next to your document. It indicates that new checklists of the same series are automatically created based on this document.