Defining checklist categories Checklist categories are used to group checklists. A checklist requires a checklist category. Select Development Planning > Setup > Checklist Components > Checklist Categories. Click Create. On the Checklist Category form, specify this information: Effective Date Required. Specify the date on which the checklist category becomes effective. Checklist Category Required. Specify the checklist category name. Description Specify a description for the checklist category. If you leave this field blank, the checklist category name defaults. Active The checklist category is active by default. Clear this check box to inactivate it. Click Save.