Create a checklist to create a project-related checklist. If needed, you can select internal users who should review the checklist.

Reviewers should use the steps outlined in the Review and Approve Project Documents topic to review a checklist. Once you have created the checklist, you can create a PDF file from a checklist form that you can view, print, or send in an e-mail.

1. On the Enter Checklist screen, create a checklist.
2. Optional: Select the users and/or the document routing distribution group that will review the checklist.
3. Optional: If needed, contact the reviewers to advise them to review the checklist.
4. Optional: On the View Tasks screen, periodically view the status of the document routing for the checklist to monitor the review process.
5. Optional: Once the checklist is approved, manage the checklist and the PDF file as needed.

After you create a checklist, you may want to:

• Create a Transmittal
• View Project Document Logs
• Run Project Reports