---
title: "Checklist"
slug: "checklist-1"
updated: 2025-12-24T07:28:57Z
published: 2025-12-24T07:28:57Z
canonical: "help.symphonysummitai.com/checklist-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Checklist

#### What is a Checklist?

A Checklist is a list of tasks an Analyst needs to perform at various stages of a Change Record. You can configure the Checklist and specify at what stages the tasks need to be performed. The Checklist is configured for a selected combination of Department, Status, Workgroup, and Category.

To configure Checklist, perform the following steps:

1. Navigate to **Change > Configuration > Checklist**. The Checklist page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Checklist_list(1).png)

Figure: Checklist - List page
2. Select the **Department** from the list.
3. From the left pane, hover and click **Add New**. The Checklist Details page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Checklist_detials.png)

Figure: Checklist - Details
4. Enter the required details. For information about the fields on the **CHECKLIST** page, see **Field Description**.
5. Click **Submit**. A new Checklist is configured.

**Field Description**

The following table describes the fields on the **CHECKLIST** page:

| Field | Description |
| --- | --- |
| **Details** |
| Status | Select the status in the dropdown list. |
| Workgroup | Select the Workgroup in the dropdown list. |
| Change Type | Select the Change Type in the dropdown list. |
| Sequence | Displays the sequence of the Tasks in the Checklist. You can also drag to re-arrange the sequence of Tasks in the Checklist. |
| CheckList ID | It displays the Checklist ID associated with every configuration. > [!NOTE] > Note > > ID will help analysts with handy information, especially when managing the API calls during the integration with third-party application. |
| Task Name | Type in the name of the Task in the Checklist. |
| Task Status | Select the status of the Task in the drop-down list: Not Applicable, Mandatory, or Optional. The Task Status value indicates if specifying the Task Status is mandatory, optional, or not applicable. You can configure the value for the End User if the status is selected as Mandatory, or Optional. **To configure the value, perform the following step**s: 1. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/edit(1).png) **Configure Task Status** pop-up page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Configure_task.png) Figure: Configure Task Status 2. Enter the **Status Name** and click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/plus(2).png) to include the status name to the list. 3. Select the status name and click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/up(3).png) or ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/down.png) to arrange the status name in the list. 4. Select the checkbox **Show** Inactive values to view the inactive values. 5. Click to ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/inactive.png) make the value inactive. 6. Double-click on the value to activate it. 7. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/ok.png) to save the configuration. |
| Remarks | Select the remarks status for the task in the dropdown list: Not Applicable, Mandatory, and Optional. The status of the Remarks indicates if providing remarks is mandatory, optional, or not applicable. |
| Active | Indicates the status of the Checklist. 1. If selected, the Checklist is enabled for the selected combination of Status, Workgroup, and Change Type for a Department. 2. If not selected, the Checklist becomes an inactive value. |
| Icon | Click the ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/add-task.png) icon to add a new Task. |