---
pdfexport: true
alias: tutorials-howto-material-createchecklist
extra:
  original_version: https://dubble.so/guides/how-to-create-a-material-tracking-checklist-lsoy5onqvl1lyhaoou6f
description: "Create a material tracking checklist within the system through a guided process"
---

# How to Create a Material Tracking Checklist

### 1\. Go to the Business Data menu.

![Howto creatematerialtrackingchecklist image 1](../images/howto_creatematerialtrackingchecklist_image_1.png)

### 2\. Select the Checklist entity.

![Howto creatematerialtrackingchecklist image 2](../images/howto_creatematerialtrackingchecklist_image_2.png)

### 3\. Select the New button.

![Howto creatematerialtrackingchecklist image 3](../images/howto_creatematerialtrackingchecklist_image_3.png)

### 4\. Under the Change Set tab, select an existing Change Set or Create a new one.

![Howto creatematerialtrackingchecklist image 4](../images/howto_creatematerialtrackingchecklist_image_4.png)

### 5\. Select the Next button.

![Howto creatematerialtrackingchecklist image 5](../images/howto_creatematerialtrackingchecklist_image_5.png)

### 6\. Under the General Data tab, complete the necessary fields.

For more information, see [Create Checklist - Critical Manufacturing Documentation Portal ⧉](https://help.criticalmanufacturing.com/userguide/business-data/checklist/create_checklist/)

![Howto creatematerialtrackingchecklist image 6](../images/howto_creatematerialtrackingchecklist_image_6.png)

### 7\. Select the Scope. In this example, we selected Material Tracking.

![Howto creatematerialtrackingchecklist image 7](../images/howto_creatematerialtrackingchecklist_image_7.png)

### 8\. Optionally, enable the Define Standard Times property by setting it to True if you wish to configure a specific duration for each Checklist item.

![Howto creatematerialtrackingchecklist image 8](../images/howto_creatematerialtrackingchecklist_image_8.png)

### 9\. If Define Standard Times is enabled, you can also set the Track Execution Times property to True.

This allows you to monitor compliance with the defined durations for each **Checklist** item.

![Howto creatematerialtrackingchecklist image 9](../images/howto_creatematerialtrackingchecklist_image_9.png)

### 10\. Select the Create button.

![Howto creatematerialtrackingchecklist image 10](../images/howto_creatematerialtrackingchecklist_image_10.png)

### 11\. Select the Edit button.

![Howto creatematerialtrackingchecklist image 11](../images/howto_creatematerialtrackingchecklist_image_11.png)

### 12\. Select the Add Item button to add tasks to your Checklist.

Depending on the selected configurations, add items to your Checklist, and complete the necessary fields on the right panel.

![Howto creatematerialtrackingchecklist image 12](../images/howto_creatematerialtrackingchecklist_image_12.png)

### 13\. Once you are finished, Save the Checklist.

![Howto creatematerialtrackingchecklist image 13](../images/howto_creatematerialtrackingchecklist_image_13.png)

### 14\. The final step is to Request Approval to make the Checklist effective.

![Howto creatematerialtrackingchecklist image 14](../images/howto_creatematerialtrackingchecklist_image_14.png)