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Creating a new Checklist
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Use the Create link in the Checklists widget to create a new Checklist.

Clicking this link launches the New Checklist display. Provide the following information for your Checklist and click Create to create the Checklist work object. To discard the Checklist without creating it, close the tab or use the Cancel button.

Field

Description
Checklist Name Required. Enter a unique name for the Checklist.

Note The Checklist Name must be unique across the system.
Issue Select an Issue under which to categorize this Checklist.
Group Select a Group under which to categorize this Checklist.
Start Date Specify the start date for this Checklist. The system defaults this value to the current date.
Due Date Specify the due date for this Checklist.
Owner Autocomplete Specify the owner of this Checklist. The system pre-selects you as the Checklist owner. Use the auto-complete to select the desired owner.
Description Enter a description for this Checklist.

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