Instructor: Checklist

1. Locate: Checklist tool

Find the Checklist tool in Course Admin.

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.

The Checklist tool is not loaded on course navbars by default. If you'd like to use this tool in your course, you will need to add a link on your course's navbar.

  1. Select Course Admin.
  2. Select Checklists. Course Admin menu with Checklists link circled.
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2. Create: A Checklist

Create a new checklist in your course.

  1. Select the New Checklist button.
  2. On the New Checklist page, enter the name of the new checklist in the Name field.
  3. Select Save to save the new checklist. This brings you to the Edit Checklist page.
  4. On the Edit Checklist page, select New Item. Screenshot of checklist properties with New Item circled.
  5. Each Item you create must belong to a category. 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.
  6. Enter a Name.
  7. Set a due date (optional) by selecting the Due Date check box and selecting the appropriate date and time from the drop-down list. Screenshot of the New Item creation screen.

     

  8. Select Save to save the new item or Save and New to save it and begin creating another one.
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3. Preview: Your Checklist

Preview a checklist to see how your participants will view it.

  1. Select the down arrow to the right of the checklist you'd like to preview.
  2. Select Preview in a new windowScreenshot of the preview in a new window circled in the drop down menu.

     

  3. A pop up window will appear. Once you have finished previewing the checklist, select Close to exit preview mode.
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4. Modify: Your Checklist

Modify checklist properties, categories, or items.

  1. Select the down arrow to the right of the checklist you wish to modify, and select 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. Select the category or item you'd like to edit. Screenshot of the edit screen with a Category name link circled.

     

  4. Make your changes, then 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.
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5. Edit: Multiple Items on a Checklist

Bulk edit items on your checklist.

  1. Select the down arrow to the right of the checklist you wish to modify, and select Edit.
  2. Select the checkboxes to the left of the names of the items you wish to edit, or select the checkbox above/below the table to select all items
  3. Select the Edit icon. Screenshot of Checklist items, with the Edit icon circled.

     

  4. Make your changes, then 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.
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6. Reorder: Your Checklists

Change the order in which your checklists appear.

  1. Select More Actions.
  2. Select Reorder in the drop down menu. Screenshot of More Actions dropdown with Reorder circled.

     

  3. Change the values in the Sort Order column.
  4. Select Save.
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7. Reorder: Categories or Items Within a Checklist

Change the order of your categories or items.

  1. Select the down arrow to the right of the checklist you wish to modify, and select Edit.
  2. Under Categories and Items, select ReorderScreenshot of editing items and categories with Reorder circled.

     

  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.
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8. Delete: A Checklist

Permanently delete one or more checklists.

  1. On the Checklists page, select Delete from the More Actions button. Screenshot of More Actions dropdown with Delete circled.

     

  2. Select the check box beside the checklist(s) you want to delete, and select Delete Selected.
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