---
pdfexport: true
alias: tutorials-howto-createchecklist
extra:
  original_version: https://dubble.so/guides/how-to-create-a-checklist-8pjfw5vwdj49pzfbz6ua
description: "This guide illustrates the steps for creating and managing checklists within the system"
---

# How to: Create a Checklist

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

![Howto createchecklist image 1](../../../images/howto_createchecklist_image_1.png)

### 2\. Select the Checklist entity.

![Howto createchecklist image 2](../../../images/howto_createchecklist_image_2.png)

### 3\. Select the New button.

![Howto createchecklist image 3](../../../images/howto_createchecklist_image_3.png)

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

For more information, see [Create Change Set - Critical Manufacturing Documentation Portal](https://help.criticalmanufacturing.com/userguide/business-data/change-set/create_change_set/)

![Howto createchecklist image 4](../../../images/howto_createchecklist_image_4.png)

### 5\. Select the Next button.

![Howto createchecklist image 5](../../../images/howto_createchecklist_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 createchecklist image 6](../../../images/howto_createchecklist_image_6.png)

### 7\. Select the Create button.

![Howto createchecklist image 7](../../../images/howto_createchecklist_image_7.png)

### 8\. Select the Edit button.

![Howto createchecklist image 8](../../../images/howto_createchecklist_image_8.png)

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

![Howto createchecklist image 9](../../../images/howto_createchecklist_image_9.png)

### 10\. And Save them.

![Howto createchecklist image 10](../../../images/howto_createchecklist_image_10.png)