Checklists are a useful tool and may be added to Project Tasks and Service Calls.  Creating (defining) your own checklists is a simple process that may be completed within Q360 using the Define Checklists option on the main Projects menu.

Create (define) a new Checklist:

1. From the Projects main menu, select the Define Checklists item.  A Checklist Definition Search window will open
2. Click the ADD (+) button.  A blank Define a Checklist grid will open
3. Fill in the Title field at the top of the form with your Checklist title.  Select a Definition Type and Status Code for this list.  This will ensure that this list will appear as a checklist option where you will be using it later
4. Click the grid ADD (+) button for as many items as you would like on your checklist
5. Fill in the Title for each checklist line item (in the Title column) and add Comments and / or notes in their respective columns
6. Save the form

Revise an existing Checklist:

1. From the Projects main menu, select the Define Checklists item.  A Checklist Definition Search window will open
2. Use the top search field to search by title, Category, Type, Status and / or other filters to narrow your search, or click the small gray button next to the search field to display a list of all existing checklists
3. Drill into an existing checklist using the magnifying glass icon in the grid
4. Put the form in EDIT mode and type changes directly into the Define a Checklist grid
5. Save the form