Create a Checklist

Pre-Requisite: Setup the Learner Dashboard before building a Checklist. 



  1. Go to Learning > select Checklist > click New

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  2. Assign the Checklist a Title

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  3. Go to the Checklist Items tab > click the Green + Button

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  4. Choose Item Types > Select Item Type (i.e. Course Completed) > Assign a Title, i.e. "New Employee Onboarding Course 1")

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  5. Define the Settings by; Assign a Course, Define Check Complete > Assign Points Category > Assign Points for Completion

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  6. Repeat Steps to add more Checklist Items if Necessary
  7. Go to Assigned Users tab > Select User Group > Select User Groups to assign the Checklist to

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  8. Assign the Type of Due Date > Dynamic (30 days after receiving checklist) or Fixed (on exact date)

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  9. Click Save