Definition:
A Checklist Activity is a task management tool (general category) that presents a structured list of items or actions to be completed (distinguishing feature). Each item can be individually checked off as it is completed, offering a visual indicator of progress.
This activity type is especially effective for:
Guiding employees through multi-step tasks.
Reinforcing procedural knowledge.
Ensuring completion of specific goals or requirements.
It supports both self-paced workflows and manager-led processes, promoting accountability, clarity, and effective workload management.
Preparation:
Before creating a Checklist activity, ensure the following:
A Course has been created.
The Course includes at least one Topic under which the activity will be added.
You have the creator permissions to create activities.
How to create a Checklist:
Click on the “Add” button in the activity section.
Select the “Checklist” type on the “Choose type” modal.
Type “Name” (required) of the activity and “Description” (optional).
Select the preferred cover from the “Theme” section.
Click on the “Create” button.
Result:
Once created:
A Checklist activity is added to the topic.
It is initialized with empty items, each in “Draft” status.
You can now begin adding checklist items, customizing instructions, and assigning the activity to employees.
This structured setup allows you to quickly build a checklist tailored to your training or workflow needs.
