Follow these steps:
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1. To add a new checklist, navigate to Workflow, then select Templates.

2. If any exist, a list of draft checklists will load with the item Name, Type, date Created and Modified.

3. Click on Create New on the top right side of the page.
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4. Enter a name for your Checklist Template. Click the checkmark below the field to save.
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5. The first field under Tasklist should ideally contain a Checklist item that is a priority. For example, "Gather new intelligence on Eternal Blue Malware."
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6. Click on the plus sign to add subtasks needed to tackle the main priority task. For example, "Schedule new Threat Queries on TICE" or "Do a search on Eternal Blue on Google," etc. Each subtask you create will be numbered.
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7. You can also create a subtask for a subtask by clicking the plus sign next to the field. For example, if a subtask is to "Schedule new Threat Queries on TICE", then its subtask could be, "Include adding TICE Threat Queries to next week's workplan".
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8. To remove subtasks, click on the X.

9. To move subtasks up or down the checklist tree, click on the arrows.

10. Click on Save template to save a draft of your checklist.
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11. To Publish your checklist, click on the icon with the up arrow on the top right side of the page.
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NOTE: After you Publish a checklist, you will not be able to make any updates or edits to it.
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13. To deactivate a draft or unpublished checklist, click on deactivate icon on the top right side of the page. A pop-up window will be displayed to confirm deactivation, click OK if you want to proceed, or Cancel.
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NOTE: Once deactivated, an unpublished Checklist cannot be re-activated.

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