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Use Checklists to create and assign items and tasks to your users to complete and encourage engagement in CampusGroups.

  1. Manage your group

  2. Click on Tracks & Checklists

  3. 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

  4. Click Save

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  5. Click on the name of your checklist

  6. 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

  7. Click Save

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  8. 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

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  9. 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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