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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Manufacturing

ft:clusterId :

    - mftg

bundleId :

    - mftg

workflow :

    - Customer and Industry


---

# Create a checklist template

# Create a checklist template {#ariaid-title1}

Release version: Zurich  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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 AllWorkspacesCSM/FSM Configurable Workspace.
2. Select the List icon.
3. Navigate to Sales Promotion SetupChecklist Template.
4. Select New.
5. On the form, fill in the fields.  
   {#mco-checklist-template__table_lmd_qm4_4fc__entry__2}

   | 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. |
   [Table 1. Checklist Template form]

   {#mco-checklist-template__table_lmd_qm4_4fc}
6. Select Save.
{#mco-checklist-template__steps_dtb_sm4_4fc}
**Related tasks**   

* [Create a checklist template](https://www.servicenow.com/docs/zVeUSGkubls5hEJwsHtFHQ "Agents workspace enables the manufacturer to create a checklist for verification.")

*[\>]: and then