Check lists are a useful tool and may be added to project tasks and service calls.  Creating (defining) your own check lists is a simple process that may be completed within Q360 using the Define Check Lists option on the main Projects menu.

Create (define) a new Check List:

1. From the Projects main menu, select the Define Check Lists item.  A Checklist Definition Search window will open
2. Click the ADD (+) button.  A blank Define a Check List grid will open
3. Fill in the Title field at the top of the form with your Check List title.  Select a Definition Type and Status Code for this list.  This will ensure that this list will appear as a check list option where you will be using it later
4. Click the grid ADD (+) button for as many items as you would like on your checklist
5. Fill in the Title for each check list line item (in the Title column) and add Comments and / or notes in their respective columns
6. Save the form

Revise an existing Check List:

1. From the Projects main menu, select the Define Check Lists item.  A Checklist Definition Search window will open
2. Use the top search field to search by title, Category, Type, Status and / or other filters to narrow your search, or click the small gray button next to the search field to display a list of all existing check lists
3. Drill into an existing check list using the magnifying glass icon in the grid
4. Put the form in EDIT mode and type changes directly into the Define a Check List grid
5. Save the form