Checklists allow Admins to build a specific list of items for users to complete. Checklists are shown to users directly on their learner dashboard.
Checklists help users know the exact content to view and complete, increasing their ability to focus on the learning material.
Checklists may also be used as a Requirement for an Award. This allows users to unlock new content when all or some items on a Checklist are completed.
This article outlines the following concepts:
- Create a Checklist
- Details tab
- Checklist Items tab
- Assign Users tab
- Duplicate a Checklist
- Reorder a Checklist for the Learner’s View
Create a Checklist
Go to Learning > Click Checklists > Click New
Details tab
In the Details tab, give this Checklist a Title and Description. Set if the checklist is Published.
Set if this checklist is Available in all languages. If enabled, the checklist name and items are translated into the language selected by the user.
Set if an Admin is notified when the checklist is completed and select the Admin.
Checklist Items tab
In the Checklist Items tab, click Add Item to create a checklist item.
In the Details tab of the pop-out menu, give the item a Title and select one of the available Item Types.
- Badge Awarded
- Certificate Awarded
- Course Completion
- Custom - send users to an external link
- Event Check-in
- Event Registration
- Lesson Completion
- Watched Video
Based on the Item Type selection, select the corresponding content (course, event, etc).
Provide any necessary Completion instructions and external Links.
Select how items are Checked Complete.
- By Admin - items on the list must be checked off manually by an Admin
- By Auto Check - items on the list must be checked off manually by an Admin
- By User - items on the list are checked off manually by the User
In the Due Date tab of the pop-out window, select the Type of Due Date and the corresponding value.
- Dynamic (Time Passed)
- Fixed (Exact Date)
- None
In the Points tab of the pop-out menu, select if completing this item Awards points. Select the corresponding Points category and amount of points.
Click Update to add the item.
Add as many items to the list as necessary. Click any of the icons to manage items:
- Edit Item 🖋️
- Duplicate item
- Delete item ❌
- Drag to reorder item ⋮
Assign Users tab
In the Assign Users tab, select which users have access to this Checklist. This can be set by Access Level, User Groups, or Specific Users.
In the Type of Due Dates field, the options include:
- None: no due date will be applied
- Fixed: a specific date can be chosen from the calendar
- Dynamic: a specific amount of time passed can be chosen before the checklist is due
- Input a number for Amount of Time Passed and choose days, weeks, months, or years for Unit of Time.
Dynamic due dates require that the Access restriction type is set to User Group.
Click Save.
Duplicate a Checklist
Duplicating checklists can create quick work of creating a new checklist with only slight differences from a previous checklist. To do so:
Check the box of the checklists(s) to be copied > click Duplicate Checklist(s) > the new checklist will appear marked as (copy)
Reorder a Checklist for the Learner’s View
The most recently created Checklist will show first in the Learner’s list of assigned Checklists. See Before screenshot. Administrators have the ability to reorder how this list is shown in order to fit the learning objectives, such as organizing the Checklists in the order they should be completed.
Before
To reorder a checklist, complete the following steps:
Go to Learning > click Checklists > from the list view, click the up/down arrows icon
Click and drag the three-dots icon to manually place a Checklist in the correct place. Or, type the number of where in the list the Checklist belongs.
The Checklist will now be in the edited order from the Learner’s view.
After