Checklists are the basic units of work defined under an Activity to inform the assignees exactly what is expected of them. Under a checklist, you can define action steps, which can further have sub-action steps. In addition to being used under the Activities to mark off the checklist items, the checklists also contribute to the progress calculations of Jobs, Job milestones, and Activities by counting the number of completed checklist items and sub-items. In this article, we will explore the types of checklists, how to create them and how to use them.

In this article, we'll be covering the following items.

• Checklist Types
• Create a Global Checklist
• Using Checklists in Activities

Checklist Types:

In im✻PACT, we have 3 different types of checklists:

1. Action: These are the checklists associated with the Action stage of the Activity. This checklist defines exactly what the Action stage assignee is required to do to mark an Activity as complete.
2. Verify: This is the checklist that is used to verify the Action stage of an Activity. The Verify assignee, in addition to verifying the Action checklist, must also complete the verification checklist to ensure that the Action stage passes all the Quality Assurance checks.
3. Accept: This is the 2nd level of verification checklist that is used to verify both the Action and the Verify stages of the checklist. This is carried out the the Accept stage assignee.

Create a Global Checklist:

im✻PACT offers 2 ways of creating a checklist. You can create a Global checklist which can defined once and reused for multiple Activities. We recommend this method if you have similar Activities where the completion requires similar steps. You can also create a Local checklist directly under an Activity. Generally, this is created when an Activity has a highly specific checklist that does not need to be reused. In this section, we'll go over how to create a Global Checklist.

1. Navigate to your Landing screen and tap the Checklists button from the jump-off points.
   
   
   
   
2. You'll be routed to the Checklist Listing screen. We currently don't have any checklists defined so let's create our first one by tapping the New Checklist Name add bar.
   
   
   
   
3. Above your phone keyboard, you'll notice some more options. Here, you can define the type of your checklist (action, verify, accept). You can also copy an existing checklist to modify and save as a new checklist. Once you're done entering the checklist name, tap the Done button on your keyboard.
   
   
   
   
4. If your checklist is created successfully, you'll see the entry in the listing. Currently, the checklist is empty without any steps or sub-steps defined under it. Let's further modify the checklist by tapping the checklist tile that we just created.
   
   
   
   
5. You'll be routed to the Checklist Details screen. Here you can start adding some more details to your checklist. The following is a breakdown of the various components of this screen.
   
   
   
   

 Name: Here you can edit the name of your checklist which would be your primary identifier for the checklist.
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