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Manage your group
Click on Tracks & Checklists
Click on Create Checklist. Here you will be able to
Provide a name and description for the checklist
Make the checklist sequential (showing only one non-completed item at a time)
Assign your checklist to specific users
Make the checklist visible to assignees
Include start and end dates for when the checklist should be visible to assignees
Click Save
Click on the name of your checklist
To start creating new tasks and assignments, click Create Item. Here you will be able to
Provide a title and details
Set a deadline for when this item should be completed
Decide if you’d like to give the user the ability to check off this item themselves
Decide whether or not you’d like this item to be optional
Click Save
After you’ve created your item(s), you have the capability to set up a Completion Rule--where you can build out what a user has to do in the CampusGroups platform in order for this item to be automatically marked as complete
Coming back to your main Tracks & Checklists page, you will be able to
View the completion percentage of the checklist
Preview what it will look like to assigns
Click the triple-dots options icon to
Retrieve a link to your checklist
Copy the checklist into another group
Duplicate the checklist
Assign to or un-assign from users
Archive or delete the checklist
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Clicking on assign will allow you to choose which population of the users you’d like to have access to your checklist
Clicking on batch assign or batch un-assign will allow you to paste a list of email addresses or ID numbers to give or take away access to the checklist. *Users must already be in the CampusGroups platform (with the email address or ID number) in order for the system to find individual when pasting that information
Click Save / Submit
