---
sourceDocument: Brazil Manufacturing
sourceDocumentLink: https://www.servicenow.com/docs/r/manufacturing

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Manufacturing

ft:clusterId :

    - mftg

bundleId :

    - mftg

workflow :

    - Customer and Industry


---

# Create a checklist template

# Create a checklist template {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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 WorkspacesCRM WorkspaceListsSales Promotion ManagementMy 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 ![Delete]()
   {#mco-create-checklist__choices_y2d_g1w_zfc}
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.
{#mco-create-checklist__ol_frk_l1w_zfc}
* **[Create an applicable product](https://www.servicenow.com/docs/grRvBsTXIYsBy~o5mpX83Q)**   
  An applicable product specifies the products to which the sales promotion is applied.
* **[Create a visibility criteria](https://www.servicenow.com/docs/XYSzhXCdfgFaWJUh8YEEcA)**   
  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://www.servicenow.com/docs/5B83fIqwo7T5wQxkbApLYQ)**   
  Create a sales promotion claim case to claim the reimbursement or discount.

**Related tasks**   

* [Create a checklist template](https://www.servicenow.com/docs/3Gj1tci~4dA8r8hXIsrozA "Create a checklist template. Manufacturers can use the checklist template to create checklists for verification.")

*[\>]: and then