Create a checklist
Create a checklist to track the items for an automation request. A checklist is a list of tasks that you must track before publishing an automation request.
Before you begin
Role required: sn_ac.automation_admin
Note: The option to create a checklist is available only when the automation request is in the In progress state. For information about moving an automation request to the In progress state, see Move an automation request to the In progress state.
After the automation request is moved to the following states, the option to create a checklist isn’t available:
- Defer
- Publish
- Reject
Procedure
-
Navigate to Workspaces > Automation Center Workspace.
-
Select the list icon ([Omitted image "autocenter-list-icon.png"] Alt text: List icon.).
-
On the Lists tab, under Build, select All Automation Requests.
-
Open the automation request for which you want to create a checklist.
Ensure that the automation request is in the In progress state.
-
Select the Golive Checklist icon ([Omitted image "icon-golive.png"] Alt text: golive checklist icon) from the side panel.
-
Select Create new from the Add checklist list if you want to create a checklist.
The Details form is displayed. A checklist is a list of tasks.
You can create a template by yourself or use an available template. The available templates are listed in the drop-down.
-
Fill details in the Details form.
|
Field |
Description |
|---|---|
|
Name |
Provide a name for the checklist.This is a mandatory field. |
|
Description |
Provide a description. |
|
State |
Provide a state.When a checklist is first created, the state is New. If you’re updating an existing checklist, you can change the state manually. |
|
Assignment group |
Select an appropriate assignment group from the list. |
|
Assigned to |
Select a user who you want to view and review the checklist.Note: The user must have the sn_ac.automation_technical_user role. Based on your choice in the Assignment group field, this filed is populated. |
|
Due date |
Specify a due date in the provided format. |
On top of the task that you created, there’s an arrow. Select the arrow to go to the main checklist window.
\[Omitted image "golive-check.png"\] Alt text: Moving from task window to checklist window
You can also select the available checklist that is provided with the product. For information, see [Working with golive checklists](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/automation-center/working-golive.md).
-
Select the + icon if you want to add more tasks to the checklist.
[Omitted image "golive-addtask.png"] Alt text: Add task button
The Details form is displayed. Fill in the details.
Parent Topic:Working with golive checklists
---
title: Create a checklist
description: Create a checklist to track the items for an automation request. A checklist is a list of tasks that you must track before publishing an automation request.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/integrate-applications/automation-center/create-checklist.html
release: australia
product: Automation Center
classification: automation-center
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Working with golive checklists, Working with automations, Use, Automation Center, Workflow Data Fabric]
---
# Create a checklist
Create a checklist to track the items for an automation request. A checklist is a list of tasks that you must track before publishing an automation request.
## Before you begin
Role required: sn\_ac.automation\_admin
**Note:** The option to create a checklist is available only when the automation request is in the In progress state. For information about moving an automation request to the In progress state, see [Move an automation request to the In progress state](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/automation-center/move-automationrequest-to-inprogress.md).
After the automation request is moved to the following states, the option to create a checklist isn’t available:
- Defer
- Publish
- Reject
## Procedure
1. Navigate to **Workspaces** > **Automation Center Workspace**.
2. Select the list icon \(\[Omitted image "autocenter-list-icon.png"\] Alt text: List icon.\).
3. On the **Lists** tab, under **Build**, select **All Automation Requests**.
4. Open the automation request for which you want to create a checklist.
Ensure that the automation request is in the In progress state.
5. Select the Golive Checklist icon \(\[Omitted image "icon-golive.png"\] Alt text: golive checklist icon\) from the side panel.
6. Select **Create new** from the **Add checklist** list if you want to create a checklist.
The Details form is displayed. A checklist is a list of tasks.
You can create a template by yourself or use an available template. The available templates are listed in the drop-down.
7. Fill details in the Details form.
<table id="choicetable_qpb_b1t_zfc"><thead><tr><th align="left" id="d190634e165">
Field
</th><th align="left" id="d190634e168">
Description
</th></tr></thead><tbody><tr><td id="d190634e174">
**Name**
</td><td>
Provide a name for the checklist.This is a mandatory field.
</td></tr><tr><td id="d190634e185">
**Description**
</td><td>
Provide a description.
</td></tr><tr><td id="d190634e194">
**State**
</td><td>
Provide a state.When a checklist is first created, the state is New. If you’re updating an existing checklist, you can change the state manually.
</td></tr><tr><td id="d190634e205">
**Assignment group**
</td><td>
Select an appropriate assignment group from the list.
</td></tr><tr><td id="d190634e215">
**Assigned to**
</td><td>
Select a user who you want to view and review the checklist.**Note:** The user must have the sn\_ac.automation\_technical\_user role. Based on your choice in the **Assignment group** field, this filed is populated.
</td></tr><tr><td id="d190634e229">
**Due date**
</td><td>
Specify a due date in the provided format.
</td></tr></tbody>
</table>8. Select **Save**.
On top of the task that you created, there’s an arrow. Select the arrow to go to the main checklist window.
\[Omitted image "golive-check.png"\] Alt text: Moving from task window to checklist window
You can also select the available checklist that is provided with the product. For information, see [Working with golive checklists](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/automation-center/working-golive.md).
9. Select the + icon if you want to add more tasks to the checklist.
\[Omitted image "golive-addtask.png"\] Alt text: Add task button
The Details form is displayed. Fill in the details.
**Parent Topic:**[Working with golive checklists](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/automation-center/working-golive.md)
| title | Create a checklist |
| description | Create a checklist to track the items for an automation request. A checklist is a list of tasks that you must track before publishing an automation request. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/integrate-applications/automation-center/create-checklist.html |
| release | australia |
| product | Automation Center |
| classification | automation-center |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Working with golive checklistsWorking with automationsUseAutomation CenterWorkflow Data Fabric |