Creating a Checklist

A project lead or gate assignee can create a checklist for a gate and add items to the checklist.

Before you begin: The object for the checklist, such as a gate, must already exist.
  1. Select a checklist. See Working with Checklists.
  2. Click Actions > Create New Checklist.
  3. Type the Name of the checklist. You can click Autoname to have the system assign the name.
  4. Type the Description of the checklist.
  5. To create the checklist and leave the form open to create another, click Apply; when finished, click OK.

    The new checklists are shown on the Checklist page.