Creating a Checklist Item

A project lead or checklist owner can create a checklist item under a checklist. A checklist item might be a question or criterion that warrants discussion in the gate meeting. The result of the gate checklist evaluation can help management to decide to resume, hold, or cancel the project.

You cannot create a checklist item if its parent checklist is in a completed state.

Before you begin: The checklist must already exist.
  1. On the Checklist tab, select a checklist and click Actions > Add Checklist Item.
  2. Type the Name of the checklist item. You can click Autoname to have the system assign the name.
  3. Type the Description of the checklist item. This could be a question or criterion that warrants discussion in the gate meeting.
  4. Select the Response Type to define the response for this item. Values are set in the properties file.
  5. To create the checklist item and leave the form open to create another, click Apply; when finished, click OK.

    On the Checklist tab, the new checklist items are shown under their checklists.