Instructor: Checklist

Find the Checklist tool in Course Admin and Content.

A checklist is a way to highlight important or required assignments, readings, or other items to complete. It is an interactive to-do list that allows students to check off each item as they complete them. A checklist may list all the items that need to be completed or it may have new items appear as other items are checked off. Each checklist contains one or more categories, into which items are organized.

Checklists can be accessed several ways -- 

• through Content by clicking Upload/Create and New Checklist in the action menu -- this allows you to create the Checklist directly in the Module of your choosing.
• through the Checklists tool in Course Admin --  this allows you to view all Checklists you've created and create new Checklists before linking them within a Module in Content.
  1.  Select Course Admin.
  2. Select Checklists. 

   

• If you'd like students to have access to all checklists via the Checklist tool, you can add a link on your course's navbar.

Close

Create a new checklist in your course from Content or Course Admin.

Creating a new checklist from Content.

1. Click Content and click the Module in which you would like to add a checklist.
2. Click Upload/Create and select New Checklist from the action menu.
3. Give the checklist a Title.
4. Optional: Enter instructions or a description for students to refer to as they use this checklist.
5. Click Save
6. On the next screen, click Add a New List and give the list a name -- this list should be considered like a "category" or "section" of your overall checklist. You can use a single list or choose to separate items into multiple lists.
7. To add items to this list, click Add a New Task.
8. Give each new task a title.
9. Optional: You can also give each task an individual due date -- this due date will appear in the Calendar and is separate from the dates you have attached to any activities within the Assignments, Quizzes, and Discussions tools -- and a description. Consider using the Insert Quicklink icon to link directly to the materials students will need in Content or to the activities in Assignments, Discussions, etc. the checklist item refers to.

Create a new checklist from Course Admin.

1. Click New Checklist.
2. Enter a Name for the new checklist. Optional: provide a description or instructions for students to refer to as they use the checklist in the Description 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 Category. Each item you create must belong to a category. You can create a single category for all items in the checklist or separate items into multiple categories. 
5. Give the category a name. Click Save -- this will take you back to the Edit Checklist page. 
6. Click New Item.
7. On the New Item page, select a category for the item in the Category drop-down list. If you need to create a new category,  select New Category.
8. Give the item a Name. Optional: Provide a description of the item and set a due date by selecting the Due Date check box and selecting or typing the appropriate date and time. If you'd like this due date to appear in the course Calendar for students, select the Display in Calendar check box.
9. Click Save to save the new item or Save and New to save it and begin creating another item.
10. When you are finished creating items, click Save and Close from the Edit Checklist page.

Preview a checklist to see how it will appear for your course participants from the Checklist tool.

1. Click the down arrow to the right of the checklist you'd like to preview.
2. Select Preview in a new window from the action menu. 
3. A pop up window will appear. Once you have finished previewing the checklist, click Close to exit preview mode.

Modify checklist properties, categories, or items from the Checklist tool.

1. Click the down arrow to the right of the checklist you wish to modify and select Edit from the action menu.
2. On the Edit Checklist page, make the changes you want to the Checklist Properties area.
3. You can also edit Categories and Items. Click the name of a category or item to edit settings for that category or item.
4. Make your changes, then click Save to return to the Edit Checklist page.
5. Click 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 edit items on your checklist.

1. Click the down arrow to the right of the checklist you wish to modify, and select Edit from the action menu.
2. Select the items you wish to edit (check boxes to the left), or select the checkbox above/below the table to select all items.
3. Click the Edit icon. 

    

4. Make your changes, then click Save to return to the Edit Checklist page.
5. Click 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.

Change the order in which your checklists appear.

1. Click More Actions.
2. Select Reorder in the action menu. 

    

3. Change the values in the Sort Order column.
4. Click Save.

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 from the action menu.
2. Under Categories and Items, click Reorder.

    

3. Change the values in the Sort Order column.
4. Click Save to return to the Edit Checklist page.
5. Click 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.

Permanently delete one or more checklists.

1. On the Checklists page, select Delete from the More Actions menu. 

    

2. Select the checklist(s) you want to delete (check boxes to the left), and click Delete Selected.