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  1. After creating your checklist and adding items, for this example, we are making sure users are not allowed to check off this item themselves

  2. Uncheck allow user to check (not allowing them to check off the item) and uncheck optional (making the item mandatory)

  3. Click completion rule

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  4. Select the completion action from the drop-down list then select the category that determines ho you will track their criteria completion.

  5. For example, this completion rule below is built out to say that completion happens when a user registers to an event, where the event has either the conference, training, or workshop event tags, and the user needs to has done this at least 1 time in order for the item to be marked as complete.

  6. Click Save

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  7. The next example below shows that completion happens when a user not only registered to an event, but they were also checked-in and checked-out of the event, where the event had either the lecture, career workshop, or job/volunteer opportunities as the event type; the user needs to do this at least 3 times and there are specific date parameters of when this must take place; click Save

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  8. Here we have an example that completion happens when a user becomes a group officer where the group type is a student organization; click Save

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  9. The following is an example that completion happens when a user sends an email at least 10 times between a date range; click Save

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