Checklists

A checklist is a way to highlight important or required assignments, readings, or other items students need to complete. Checklists use categories in which items to complete are grouped. For example, the checklist might include categories like "Readings" or "Written Assignments" with several assignments to complete in those categories.

Once a checklist is created, at least one category will also need to be created. Individual items are added within the checklist sections. Checklists can be edited as needed.

Create a Checklist

1. Select Edit Course in the course navigation bar.
2. Select Course Administration from the dropdown menu.
3. Select Checklists.
4. On the "Checklist" page that opens, select New Checklist.
5. Enter a name for the checklist.
6. (Optional) Enter a description for the checklist.
7. Select Save to save the changes and return to the Edit Checklist page.

Create a Category

To add items to a Checklist, first a category must be created.

1. From the "Edit Checklists" page, select New Category under the Categories and Items heading. 
2. Enter a name for the new category.
3. (Optional) Enter a description for the new category.
   
   

   Note: Category descriptions are visible to students when they view a Checklist through the Checklist tool, but they are not visible when the Checklist is linked in Content.

4. Select Save to save the changes and return to the "Edit Checklist" page.

Create an Item

Each item on a Checklist is a task that users can check off.

1. Select New Item under the "Categories and Items" heading on the "Edit Checklist' page.
2. Select a category for the checklist item to be added:
   • To use an existing category, choose it from the Category drop-down menu.
   • To add a new category, select New Category (see the previous section for information on creating new categories).
3. Enter a name for the new checklist item.
4. (Optional) Enter a description for the new checklist item.
5. (Optional) Select the Due Date checkbox to set a due date for the item. 
6. Select the Display in Calendar checkbox to make the item visible in the Calendar for students.
7. Select Save when done creating items.

Edit Checklists

A checklist item or category can be either be edited individually, or multiple items or categories within a checklist can be edited at the same time.

Edit a Categories or Items Individually

1. Select the name of a checklist to edit. 
2. The "Edit Checklist" page will open. Make the desired changes:
• Edit the name and description directly in those fields.
• Change a checklist category or item by selecting the name in the Categories/Items list.
• Reorder the categories and items within a checklist by selecting Reorder.
• Delete an item or category by selecting the checkbox next to it and selecting Delete.
3. Select Save and Close when done making changes to the checklist.

Edit Multiple Checklist Items or Categories

The Edit Multiple Items tool allows names, categories, and due dates of multiple items in the checklist to be edited at the same time.

1. Select the name of the checklist to edit. 
2. The "Edit Checklist" page will open. Select the checkboxes next to the items to be edited. 
3. Select Edit 
4. The "Edit Multiple Items" page will open. Make changes to the selected items.
   
5. Select Save and Close.

Note: The Edit Multiple Items tool will only allow changes to be made to items, not categories. To edit category properties, select the name on the "Edit Checklist" page. To reorder categories within a checklist, select Reorder on the "Edit Checklist" page.