Creating a Checklist

Hosted on its own or as part of a theme, checklists are the sections of activities or knowledge that will host action items that users will be able to progress through for credit.

1. Manage your group

2. Click on the Member Success dropdown and select Tracks & Checklists

3. Click Create Checklist

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4. 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

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5. Click Save

6. Click on the name of your checklist

7. To start creating new tasks and assignments, click Create Item

8. 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

9. Click Save

10. Once you've crafted your item, you can establish a Completion Rule which allows you to define the specific actions users must complete within CampusGroups for the item to be automatically marked as completed.

11. Click on the More icon and select Assign or Batch Assign to allocate the Checklist to Users

    • 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 matching email or NetID)

12. On your main Tracks & Checklists page, you will be able to view the overall completion percentage of the Track and Preview what it will look like to assignees

Please contact support@campusgroups.com with any questions.