Create a checklist template

task australia Updated Sep 10, 2026 1 min read mco-checklist-template.md

Create a checklist template. Manufacturers can use the checklist template to create checklists for verification.

Before you begin

Role required: manufacturing operations admin (sn_mfg_cmn.manufacturing_operations_admin)

Procedure

Navigate to All > Workspaces > CRM Workspace.
Select the List icon.
Navigate to Sales Promotion Setup > Checklist Template.
Select New.

On the form, fill in the fields.

Field	Definition
Group	Group for which you want to create the checklist template.
User	User role for which you want to create the checklist template.
Template	Template JSON that has name and order for each checklist.
Name	Template name.

Select Save.

Related topics

Create a checklist template

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---
title: Create a checklist template
description: Create a checklist template. Manufacturers can use the checklist template to create checklists for verification.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/manufacturing/mco-checklist-template.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Set up Sales promotion, Configure, Manufacturing Commercial Operations]
---

# Create a checklist template

Create a checklist template. Manufacturers can use the checklist template to create checklists for verification.

## Before you begin

Role required: manufacturing operations admin \(sn\_mfg\_cmn.manufacturing\_operations\_admin\)

## Procedure

1.  Navigate to **All** &gt; **Workspaces** &gt; **CRM Workspace.**

2.  Select the List icon.

3.  Navigate to **Sales Promotion Setup** &gt; **Checklist Template**.

4.  Select **New**.

5.  On the form, fill in the fields.

    |Field|Definition|
    |-----|----------|
    |Group|Group for which you want to create the checklist template.|
    |User|User role for which you want to create the checklist template.|
    |Template|Template JSON that has name and order for each checklist.|
    |Name|Template name.|

6.  Select **Save**.


**Related topics**  


[Create a checklist template](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/manufacturing/mco-create-checklist.md)