---
alias: tutorials-perform-a-checklist
glightbox: false
description: "This documentation guides users through executing checklist instances and managing material tracking"
---

# Perform a Checklist

So far we have explored how to [[tutorials-creating-checklist]] and how to [[tutorials-open-a-checklist]]. The final step is to **Perform a Checklist**. There are several methods to do so, such as [[user-guide-perform-checklist]] and [[user-guide-perform-checklist-for-material]]. Let's dive into them.

## Perform Checklist Instance

The **Perform Checklist Instance** option is only available if the Scope is **General** and the Execution Mode is **Long Running**. To proceed, access the **Checklist** instance and locate the **Perform** button under the **Instances** section on the top ribbon.

![Perform Checklist Instance](../images/perform_checklist_instance.png)

Selecting this button opens the **Perform Long Running Checklist Instance** wizard, as shown below. From there, we can execute each **Checklist item**.

![Perform Checklist Instance Wizard](../images/perform_checklist_instance_wizard.png)

For this example, we prepared a **General Checklist** to guide the molding process of cookie manufacturing. Selecting the **Perform** button will open the **Perform Long Running Checklist Instance** wizard.

The **Checklist** selected starts with two items with **Tracking Type** of **Start and End**, which means we must select the :core-static-checkliststart-sm:{ style="color: #0063a0;" } button when we start executing the item and select the :core-static-checkliststart-sm:{ style="color: #c89f27;" } button once we finish.

For the third item, which has a **Tracking Type** of **End**, we just need to select the :core-static-accept-sm:{ style="color: #0063a0;" } button once we conclude the task.

The fourth item has the :core-static-parameter-sm: icon indicating that there’s a Parameter that needs to be measured. If we try to select the :core-static-accept-sm:{ style="color: #0063a0;" } button without filling in that information, the system will throw an error, while also showing pertinent information about the ranged configured for the Parameter. After entering the Parameter, select the :core-static-accept-sm:{ style="color: #0063a0;" }.

Reaching the last item, select the :core-static-accept-sm:{ style="color: #0063a0;" } once you complete the task and select the **Save and Close** button.

Watch the video below for a closer look.

<!-- Video filename: perform_checklist_instance.mp4 -->
{% set video_id = 'b90eca12f70594885df7f66b40b8f123' %}
{% include-markdown 'includes/cloudflare_stream.md' %}

For more information on executing **Checklist items**, see the example scenarios showing how to perform items with different [[tutorials-scenarios-activity-types|Activity Types]], how to use the [[tutorials-scenarios-undo-start|Undo Start]] functionality, and how to manage [[tutorials-scenarios-floating-optional-execute-ooo|Floating, Optional, and Execute Out of Order]] **Checklist items**.

## Performing Immediate Checklist for Material

For **Long Running Material Tracking Checklists**, the **Perform New** button is available on the top ribbon, as seen below.

![Perform Checklist for Material](../images/perform_checklist_for_material.png)

After selecting the **Perform New** button, the system will open the **Perform Immediate Checklist for Material** page.

![Perform Checklist for Material Page](../images/perform_checklist_for_material_page.png)

Since we enabled the **Defined Standard Times** and **Track Execution Times** properties when creating the **Checklist**, the page displays relevant time-tracking details. The Remaining Time indicates the total time left, based on the specified durations of each **Checklist item**. The Standard Duration represents the expected duration for the entire **Checklist**, while Time Spent shows the actual time spent so far. Hovering over the Remaining Time reveals both the Standard Duration and the Time Spent.

Additionally, the Slack field indicates the difference between the specified and actual durations. If the value is `0`, it means the task is on time. A Negative (red) value indicates the task is behind schedule, while a Positive (green) value shows it is ahead of schedule.

The video below illustrates a simple scenario, demonstrating what can be accomplished with this functionality.

<!-- Video filename: perform_checklist_for_material.mp4 -->
{% set video_id = 'f3ee8c0d0966497760e1ddd8a5808f13' %}
{% include-markdown 'includes/cloudflare_stream.md' %}

To wrap up this tutorial, see the [[tutorials-example-scenarios]] section.