How do I create a Checklist for a user?

Creating a Checklist is a simple process. You can Create a Checklists in a few separate areas. First, we will be covering the Admin > Learning section.

In Admin > Learning > Checklists, find the Checklist Template you would like to use, then click "New Checklist".

Here, you can see the Template name, which is locked. This is due to the Checklist Template itself being named already. The Title section can be changed to whatever you need. Once you add a Title, you can then select users to add. You can select multiple users and groups in the drop-down menu when you click on the fields. Once you add a user or group, you can then add a Deadline (this is optional). Once you fill out all the fields, and click create Checklist, it will then "create" itself to the specified users.

You can check who the Checklist is created for by editing the Template, and then clicking the "Checklists" option in the top navbar.

Admins can now filter checklists by Completion, Deadline, and Assignee from this view as well.

When filtering by Completion, checklists will be sorted by in progress. The completion status in progress will be applied to every existing checklist which is not completed.

Filtering by Deadline will show the same parameter options available in reports.

Filtering by Assignee will allow an admin to see only checklists assigned to selected people(s), only people with assigned checklists will be available filter options.

Admins are now able to bulk select checklists in order to delete them, this can be combined with the search and filters

After selecting the checklists to delete, an Admin clicks the Delete button and an advanced confirmation message is displayed to ensure that checklists are only deleted intentionally.

Yes! If you are a manager of a user or a group, you will see the new Checklists option in the navbar of the Manager tab.

Here, it should show a bit more info. For now, we will just be covering the New Checklist button and how to create a Checklist for a user in this menu. You can read more about how to Access Checklists as a Manager here.

Clicking the New Checklist button will bring you to this page:

The process is essentially the same, with the exception of only being able to create to users you manage, as well as being able to choose a Template to create in a drop-down menu. Select a Template, add a Title, and then choose the users in your Group to create the Checklist to. Once you fill out all the information, click Create Checklist. This will then "create" the Checklist to those users.