Standing on its own or as part of a track, checklists contain items (tasks) that you can assign to users for completion.
Start by managing your group. Open Member Success on the left and choose Tracks & Checklists.
Note: You will need the Manage Tracks & Checklists officer permission.
Click Create Checklist.
If you have a track set up, you can add a checklist directly to it. Click the track’s More icon and choose Add Checklist.
In the Create Checklist popup, assign a name and optional description.
If Make Sequential is enabled, users will see one item at a time, as opposed to the entire checklist at once. You can also set the checklist order (if the checklist will be part of a multi-checklist track), set Access Rights to define the assignees, set start and end dates, or keep the checklist invisible until it is ready to be viewed.
Note: An assigned checklist appears in a user’s My Checklist section (if made visible to assignees).
Once created, the checklist appears in the Tracks & Checklists list. You can see how many assignees are available and whether it is visible to assignees. If the checklist is not assigned to a track, you can choose one from the drop down.
Once added to a track, the checklist is listed below its track. The checklist also takes on the track’s assignees, visibility, and start date.
To start creating tasks, click Add Item.
In the Create Checklist Item popup, assign a title and enter task instructions in the Details field. Instructions can include text formatting, links, and images. You can also set a completion deadline, allow users to check off this task (mark as complete), and make the task optional.
There are three main types of tasks:
- Tasks that a user can mark as complete
- Tasks that are marked complete automatically after the user completes a platform-enabled action
- Tasks that an officer or admin marks as complete on behalf of users, based on completion of an off-platform action such as academic requirements
These actions are defined by a completion rule Adding Task Completion Rules, and can include watching a video, registering for an event, completing a quiz, etc. When a completion rule will be used, set Allow user to check to No.
All items are listed in the checklist in the order created. You can also add multiple checklists to a track.
To make changes to tasks, and / or add completion rules, click the checklist name.
Note: To change order of checklists within a task, click a checklist’s Edit icon and change its Ordering value.
In the list of checklist items, you can edit or reorder tasks, and add completion rules Adding Task Completion Rules if needed. Clicking the More (three-dot) icon for an item opens a menu with options to add sub-items, duplicate, or delete the item.
Batch Check-Off is used to manually enter a list of users who have completed this task. For example, an officer or admin may batch check-off users who have met certain academic requirements.
In the Tracks & Checklists lists, there are options on the right to edit and preview the checklist. Clicking the More icon opens a menu with options to copy the checklist link, copy the checklist to another group, duplicate, assign, archive, or delete.
Note: The default assignees are set via Assign / Access Rights when creating the checklist. The Assign options in the menu above can be used to change assignees. Batch Assign works differently. If you use this option, and paste in a list of email addresses or IDs (of users already in the system), these assignees will override those set via Assign / Access Rights
Once a checklist is made available, and users start completing it, you can track checklist progress Tracking Checklist Progress.