- Help Center
- Education
- Checklists
Create a Checklist
Pre-Requisite: Setup the Learner Dashboard before building a Checklist.
- Go to Learning > select Checklist > click New
- Assign the Checklist a Title
- Go to the Checklist Items tab > click the Green + Button
- Choose Item Types > Select Item Type (i.e. Course Completed) > Assign a Title, i.e. "New Employee Onboarding Course 1")
- Define the Settings by; Assign a Course, Define Check Complete > Assign Points Category > Assign Points for Completion
- Repeat Steps to add more Checklist Items if Necessary
- Go to Assigned Users tab > Select User Group > Select User Groups to assign the Checklist to
- Assign the Type of Due Date > Dynamic (30 days after receiving checklist) or Fixed (on exact date)
- Click Save