--- 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?sv=2026-02-06&spr=https&st=2026-10-26T12%3A38%3A05Z&se=2026-10-26T13%3A38%3A05Z&sr=c&sp=r&sig=0IHeiTD2xzzf0BGrvm3F3APYRo3h0G4QzoIDVR%2BNArk%3D) Figure: Checklist 3. Click **Add New** icon ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/add new(4).png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A38%3A05Z&se=2026-10-26T13%3A38%3A05Z&sr=c&sp=r&sig=0IHeiTD2xzzf0BGrvm3F3APYRo3h0G4QzoIDVR%2BNArk%3D) 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?sv=2026-02-06&spr=https&st=2026-10-26T12%3A38%3A05Z&se=2026-10-26T13%3A38%3A05Z&sr=c&sp=r&sig=0IHeiTD2xzzf0BGrvm3F3APYRo3h0G4QzoIDVR%2BNArk%3D) 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?sv=2026-02-06&spr=https&st=2026-10-26T12%3A38%3A05Z&se=2026-10-26T13%3A38%3A05Z&sr=c&sp=r&sig=0IHeiTD2xzzf0BGrvm3F3APYRo3h0G4QzoIDVR%2BNArk%3D) 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?sv=2026-02-06&spr=https&st=2026-10-26T12%3A38%3A05Z&se=2026-10-26T13%3A38%3A05Z&sr=c&sp=r&sig=0IHeiTD2xzzf0BGrvm3F3APYRo3h0G4QzoIDVR%2BNArk%3D) 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?sv=2026-02-06&spr=https&st=2026-10-26T12%3A38%3A05Z&se=2026-10-26T13%3A38%3A05Z&sr=c&sp=r&sig=0IHeiTD2xzzf0BGrvm3F3APYRo3h0G4QzoIDVR%2BNArk%3D) 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?sv=2026-02-06&spr=https&st=2026-10-26T12%3A38%3A05Z&se=2026-10-26T13%3A38%3A05Z&sr=c&sp=r&sig=0IHeiTD2xzzf0BGrvm3F3APYRo3h0G4QzoIDVR%2BNArk%3D) 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?sv=2026-02-06&spr=https&st=2026-10-26T12%3A38%3A05Z&se=2026-10-26T13%3A38%3A05Z&sr=c&sp=r&sig=0IHeiTD2xzzf0BGrvm3F3APYRo3h0G4QzoIDVR%2BNArk%3D) | 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?sv=2026-02-06&spr=https&st=2026-10-26T12%3A38%3A05Z&se=2026-10-26T13%3A38%3A05Z&sr=c&sp=r&sig=0IHeiTD2xzzf0BGrvm3F3APYRo3h0G4QzoIDVR%2BNArk%3D) Figure: CHECKLIST page List page is displayed ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/checklist(4).png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A38%3A05Z&se=2026-10-26T13%3A38%3A05Z&sr=c&sp=r&sig=0IHeiTD2xzzf0BGrvm3F3APYRo3h0G4QzoIDVR%2BNArk%3D) 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.