“Gating” is a tool Administrators use to present new content to users after they complete certain objectives. Like Gated Course Progression, gating may be applied to Checklists by following the steps below.
This article outlines the following concepts:
Assign Checklists to Unique User Groups
Go to Learning > click Checklists
Create two or more Checklists following the instructions outlined in the Help Center article here.
Each Checklist needs to belong to different User Groups, which is how access to a new Checklist is granted when a previous Checklist is completed.
For example, Checklist A (original) is accessible to users in User Group A. Completing Checklist A moves the user to User Group B, giving them access to Checklist B (new).
In the Assign Users tab of the Checklist editor, select “User Group” for Access Restriction Type, and select the applicable User Group.
Create a Milestone to Link Checklists
Milestones are an Award type that allows Administrators to open new content to users. Milestones are critical when configuring a Gated Course Progression or a gated progression.
Go to Learning > click Awards > click New
In the Requirements tab, select Yes for Requirements Must All Be Achieved.
Click the green “+” icon and recreate each of the items in the (original) Checklist as a requirement for this Milestone.
In the Actions tab, select Yes for Add or Remove User Groups.
In Add User Groups, select the User Group that grants access to the “new” Checklist. In Remove User Groups, select the User Group that grants access to the “original” Checklist.
Click Save.
Upon completing the “original” Checklist, users also earn the Milestone, which then triggers access to the “new” Checklist.
Use Cases
The following are possible general use cases for utilizing this feature:
Creating tiered learning paths for skill development
An L&D team wants to gradually unlock content for learners based on their progress, ensuring that users master foundational skills before accessing more advanced material.
This feature is useful because:
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Gated Checklists allow Admins to structure training into tiers or phases.
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Completion of one checklist can automatically transition users into a new User Group.
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Each phase can include different tasks, assignments, or evaluations relevant to the learner’s skill level.
Example Use Case
Checklist A includes introductory modules for customer service. When the learner completes it, they are awarded a Milestone that removes them from “Beginner CS” and adds them to “Intermediate CS.” This unlocks Checklist B, which includes real-time chat simulations and peer evaluations.
Segmenting compliance checklists by role or region
An HR Admin managing compliance for a global workforce wants to release region-specific or role-specific tasks only after employees finish general compliance training.
This feature is useful because:
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Admins can assign Checklists by User Group (e.g., U.S.-based employees, Supervisors).
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Milestones act as triggers to shift users between groups and unlock targeted content.
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Prevents learners from skipping ahead or accessing irrelevant material.
Example Use Case
All employees start in the “Global Compliance – Level 1” group and complete a general training checklist. Once complete, a Milestone moves them into “Compliance – U.S. Region” or “Compliance – EU Region” based on additional user data, unlocking region-specific privacy and labor regulation tasks.
Automating onboarding stages for new hires
An onboarding coordinator wants to guide new employees through a structured experience—starting with general company info, followed by department-specific training and personalized tasks.
This feature is useful because:
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Admins can map onboarding into stages (e.g., Welcome, Department Setup, Shadowing).
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As learners complete each stage (Checklist), a Milestone moves them to the next User Group.
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Streamlines progression and reduces the need for manual tracking or assignment.
Example Use Case
Checklist A includes welcome videos, IT setup tasks, and an intro HR form. Completing it awards a Milestone that moves the user to “Onboarding Phase 2,” granting access to Checklist B, which includes department training, shadowing assignments, and supervisor feedback.