Create a checklist template

---
title: Create a checklist template
description: Agents workspace enables the manufacturer to create a checklist for verification.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/manufacturing/mco-create-checklist.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [My promotions, Sales promotion management, Sales promotion, MCO workspace, Use, Manufacturing Commercial Operations]
---

# Create a checklist template

Agents workspace enables the manufacturer to create a checklist for verification.

## Before you begin

Role required: manufacturing operations admin \(sn\_mfg\_cmn.manufacturing\_operations\_admin\) or sales promotion manager \(sn\_sales\_prm\_mgmt.sales\_promotion\_manager\)

## Procedure

1.  Navigate to **Workspaces** > **CRM Workspace** > **Lists** > **Sales Promotion Management** > **My Promotion**.

2.  Select **Create checklist**.

    The Create a checklist template appears.

3.  Enter the **Name** of the checklist template.

4.  Work on the checklist as needed.

    -   To add a checklist item, select **Add checklist item**.

        **Note:** These checklist items are displayed on the case line.

    -   To delete a checklist item, select \[Omitted image "icon-delete-trashcan.png"\] Alt text: Delete
5.  Select **Create**.


## Result

A checklist template is created.

## What to do next

To duplicate a checklist, do the following:

1.  Select **Edit checklist**.
2.  Select **Duplicate**.

-   **[Create an applicable product](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/manufacturing/mco-create-applicable-prod.md)**  
An applicable product specifies the products to which the sales promotion is applied.
-   **[Create a visibility criteria](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/manufacturing/mco-create-visibility-criteria.md)**  
Agents workspaces enables the manufacturers to create the visibility criteria. Manufacturer can filter the dealer name for which the target sales promotion is applicable.
-   **[Create a sales promotion claim case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/manufacturing/mco-create-sls-promotion-cc.md)**  
Create a sales promotion claim case to claim the reimbursement or discount.

**Parent Topic:**[My promotions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/manufacturing/mco-my-promotions.md)

**Related topics**  


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