When creating checklist tasks (Creating a Checklist and Tasks), you can require that the user perform a platform-enabled action, in order for the task to be marked as complete. This requirement is added to the task as a completion rule.
Note: Completion rules can also be created for awarding badges.
To get started, open the Tracks & Checklists list and click the name of the checklist whose items you want to update.
For the item you want, click Completion Rule. (Note that Allow user to check must be unchecked, because task completion will be handled automatically by the system.)
In the Completion Happens When popup, choose the action that must be taken. In the example below, the user must watch a video.
The other fields depend on the selected action. For the video example, choose the video (which must be uploaded to the Videos page Videos), choose the number of times required to watch, and set optional start and end dates.
Each task that has a completion rule has a check icon.
There are numerous types of platform actions that can make up a completion rule. Each action has its own set of options. For example, if you require a quiz, you must choose the quiz from the Surveys & Forms list, then determine whether the user needs to simply take the quiz, or pass the quiz.
In addition to watching a video, other common required actions include:
- Registering to a minimum number of events (with or without check-in or check-out)
- Creating an event
- Becoming a group member or officer
- Submitting a survey or form / taking a quiz
- Completing a track or checklist
- Earning a badge or winning points
- Sending an email
- Writing an article
- Creating a profile bio
- Recording service hours
- Posting, responding to, or liking a post on the feed