Checklists

A checklist is a way to highlight important or required assignments, readings, or other items to complete. A checklist may list all the items that need to be completed or it may have items appear as other items are checked off. Each checklist contains one or more categories, into which checklist items are organized.

• Creating a Checklist

  • Editing items in a Checklist

  • Reordering categories or items in a Checklist

• Reordering Checklists

• Deleting Checklists

Creating a Checklist

1. Select Resources from the course navbar.

2. Select Checklists from the drop-down menu.

3. Click the New Checklist button.

   Open

   

4. Enter a Name for the checklist. Enter a Description (optional).

   Open

   

5. Click the Save button. This will bring you to the Edit Checklist page.

6. Each Item you create must belong to a category. Click either the New Category or the New Item button. You can create a category from the New Item page.

7. On the New Category page, enter a Name and click Save to save the category or Save and New to save it and begin creating a new category.

8. On the New Item page, do one of the following: Select a category for the item in the Category drop-down list or select the New Category link to add a new category.

9. Enter a Name and enter a Description (optional).

10. Set a due date (optional) by selecting the Due Date check box and selecting the appropriate date and time. Select the Calendar check box to display the item in the calendar.

11. Select Save to save the new item or Save and New to save it and begin creating another one.

12. On the Edit Checklist page, select the Restrictions tab to add Release Conditions to the checklist (optional). Click Save and Close to return to the list of checklists or Save to continue editing the checklist. See Release Conditions for detailed information.

13. To preview the checklist, click the down arrow beside the Checklist name and select Preview.

     

14. The Checklist preview will open in a new window. Once done, click the Close button.

     

15. Click Save and Close or Save.

Editing items or categories

1. From the main Checklist page, select the Checklist you wish to edit.

2. On the Edit Checklist page, make the changes you want to the Checklist Properties area.

3. You can also edit categories and items by selecting the category or item you wish to edit.

4. After making your changes, select Save to return to the Edit Checklist page.

5. Select Save to save your changes and remain in the checklist, or Save and Close to save your changes and return to the main checklist page.

Bulk editing items

1. From the main Checklist page, select the Checklist you wish to edit.

2. On the Edit Checklist page under Categories and Item, select the checkboxes to the left of the items or categories you wish to edit or select the checkbox beside Categories/Items to select all items.

3. Select the Edit option.

4. You can edit the Items names, the category they belong to, the due date and if they appear on the calendar (event). Click Save to return to the Edit Checklist page.

5. Select Save to save your changes and remain in the checklist, or Save and Close to save your changes and return to the main checklist page.

Reordering items or categories in a Checklist

1. From the main Checklist page, select the Checklist you wish to edit.

2. On the Edit Checklist page under Categories and Item, click the Reorder button.

3. Change the values in the Sort Order column.

4. Select Save to return to the Edit Checklist page.

5. Select Save to save your changes and remain in the checklist, or Save and Close to save your changes and return to the main checklist page.

Deleting items or categories

1. From the main Checklist page, select the Checklist you wish to edit.

2. On the Edit Checklist page under Categories and Item, select the checkboxes to the left of the items or categories you wish to delete.

3. Select the Delete option.

4. In the confirmation window click the Delete button.

5. Select Save to save your changes and remain in the checklist, or Save and Close to save your changes and return to the main checklist page.

Reordering Checklists

1. Select Resources from the course navbar.

2. Select Checklists from the drop-down menu.

3. Click the More Actions button and select Reorder from the drop-down menu.

4. Change the values in the Sort Order column.

5. Click the Save button.

Deleting a Checklist

1. Select Resources from the course navbar.

2. Select Checklists from the drop-down menu.

3. Click the More Actions button and select Delete from the drop-down menu.

4. Select the checkbox beside the checklist(s) you want to delete and click the Delete Selected button.

Related Articles