---
title: "Configure Checklist"
slug: "configure-checklist"
updated: 2026-01-05T10:45:04Z
published: 2026-01-05T10:45:04Z
canonical: "help.symphonysummitai.com/configure-checklist"
---

> ## 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.

# Configure Checklist

**What is Checklist in Service Request Management?**

A Checklist is a list of tasks an Analyst needs to perform at various stages of a Service Request. You can configure the Checklist and specify at what stages of an Incident or SR the tasks need to be performed. The Checklist is configured for a selected combination of Tenant, Status, Workgroup, and Category.

To configure Checklist, perform the following steps:

1. Navigate to **Request** > **Configuration** > **Service Request Masters** > **Checklist**.
2. Select **Tenant** under which the Checklist must be configured. All the configured checklists are displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/checklist(4).png)

Figure: Checklist
3. Click **Add New** icon ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/add new(4).png) in the Actions panel to configure a new checklist.
4. Enter all the required details. For information about the fields, refer Field Description. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/it(2).png)

Figure: Checklist
5. Click **SUBMIT** to create a new Checklist. Configure Task Status is displayed.
6. Enter **Status Name** and click add icon ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/add(8).png) to add the Status to the Status List. To edit already added Status double click on it. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Task Status.png) Figure: Checklist
7. Click **OK** upon entering the details in the Task Section popup. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/ok(1).png)

Figure: Task Status

#### Field Description

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

****Status****

Select **Status** from the dropdown, the list displays following Statues:

- Assigned
- Cancelled
- Closed
- In-Progress
- New
- Pending
- Resolved

Upon selecting the Status from the dropdown, a list is populated.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Checklist 1.png)

Figure: Checklist

For more information, refer to the following Field Description

| Field | Description |
| --- | --- |
| Sequence | Represents the sequence of the checklist for the selected Status and Catalog. This is a read-only field. |
| Checklist ID | The value gets auto populated after you create the Checklist. 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 of SummitAI with third-party applicatio |
| Task Name | Enter the Task Name. |
| Task Status | Select the status of task from the list: Not Applicable, Mandatory, or Optional. The **Task Status** value indicates if specifying the task status is mandatory, optional, or not applicable. |
| Remarks | Select the remarks status for the task from the 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. - If selected, the Checklist is enabled for the selected combination of Status, Workgroup, and Category for a Tenant. - If not selected, the Checklist becomes an inactive value and is not applicable till made active. |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/an(1).png) | Click Add New icon to add another Task. |

| **Field** | **Description** |
| --- | --- |
| Status | Select the status from the list. For more information, refer to **Status** as explained in the previous section. |
| Workgroup | Select **Workgroup** from the list. |
| Category | Select **Category** from the list. |
| Catalog | Select **Catalog** from the list. |

### ACTIONS

This section explains all the icons displayed on the **ACTIONS** panel of the **CHECKLIST** page.

#### **SHOW LIST**

Click **SHOW LIST** to display the **LIST** table showing all the configured checklist for the selected Tenant. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/sl(1).png) Figure: CHECKLIST page

List page is displayed

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/checklist(4).png) Figure: List

> [!NOTE]
> Note
> 
> When the Checklists are displayed under the **LIST** table, the button **ADD NEW** and **IMPORT** are displayed on the **ACTIONS** panel**.**

Click **IMPORT** to update or create multiple Checklists, importing the Master Excel template. Upon clicking **IMPORT**, you will be redirected to the **EXCEL MASTERS IMPORT** page, where you can download the excel template and fill the required data to update in the **CHECKLIST** page.