Checklists are a great way to provide a more clear and concise list of tasks and objectives to your Employees. With Checklists, you can create several tasks to Users of different admin levels. You can designate who is responsible for what task making Checklists a great tool for multi-level projects between several different teams and members. Read below for more information!

To create a Checklist Template, simply navigate to Admin > Learning > Checklists.

Here, you will find a list of already created Checklist Templates, if none have been created, then it will be blank. Click the "New Template" option in the top-right corner to create a new Template.

Here, you will see a top nav bar showing Checklists, Builder, and Settings. When you first click to create a new Checklist Template, you will by default land on Builder.

In the Builder section, you must first add a Checklist Template title, and additionally add a Description, however, this is optional.

Once you have added the relevant information, the next step is to add a Task Group. When you click + New Task, a Task Group is created. These groups are typically created based on who is responsible to complete the Tasks. Once you have created a Task Group, you add Tasks and define who is responsible for the task Group.

By clicking the Responsible icon in the top-right corner of the Task Group next to the three dots (...), you can select who is responsible for completing the Tasks inside that Task Group.

Admins can choose any existing Relationship in the platform to be responsible for a specific Task Group.

When a Relationship (role) is set as responsible for a Task Group and a Checklist is created, this individual can access the Checklist and all other available Checklists from the Teams & People area.

Once the Checklist Template is ready, click New Checklist in the top-right corner. Here, you can create one or more Checklists by adding a final Title to be displayed in the Checklist menu, and then decide if you wish to create one or more Checklists for individual User(s) or Group(s).

Upon creating the Checklist(s), you can have the option to add a Deadline for the User(s) to complete the Checklist.

Finish by clicking Create Checklist. Once this is done, the Checklist(s) will be created for the selected User(s)/Group(s), and then appear in the Checklists tab in the top navigation.

In the top navigation when creating and/or editing a Checklist Template, you can click the Checklists option. This section will show all the Checklists created by using the specific Template in question. In addition, you can see who each Checklist is assigned to, how many tasks have been completed, and when the deadline is.

Clicking any of the Checklists will open to illustrate the Task Groups inside the Checklist as well as the responsible of each Task Group:

In this modal, you can see the progress of the Tasks, and who has completed what.

In the top navigation when creating and/or editing a Checklist Template, you can also click the Settings option. This section offer three options:

As an Admin, you can manage the Checklist Templates in your platform by navigating to Admin > Learning > Checklists. Here, you see an overview illustrating how many Checklist are created per Template, who created each Template as well as find a shortcut to create new Checklists by hovering over the Template and click the button New checklist next to the three dots (...) in the far-right side of the list.

Clicking the three dots (...), you will find the options to Delete or Archive the Checklist Template.

Note that you will not be able to delete a Checklist Template with existing Checklists created using this Template. Instead, we recommend archiving the Checklist Template as this disables the ability to create new Checklists using the Template.