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Checklists

About Checklist

A checklist is a way to highlight important or required assignments, readings, or other items to complete. A checklist may list all the items you need to complete at once or may have items appear as you complete other items.

Each checklist contains one or more categories, in which checklist items are organized. For example, you might have an “Assignments” checklist with categories for written assignments and quizzes, both of which could have multiple items that you need to complete.

Access Checklists

If enabled by the instructor, click the Checklist link on your course navigation bar.

Checklist Location

If the Checklist link is not on the course navigation bar, click the Edit Course link on the navigation bar and click the Checklist link under the Assessment section.
Checklist Alternate Location

To add the Checklist link to the navigation bar, see setting up and managing navbars in BeachBoard.

Creating Checklists

Creating a Checklist

  1. On the Checklists page, click New Checklist on the top tool menu.

    New Checklist Button

  2. On the New Checklist page, type the name of the new checklist in the Name field.

  3. Enter a Description (optional) for the checklist.

  4. Select the Open this checklist in a new window when viewed check box, if you want the checklist to open in a new window when users access it. By default, checklists open in the current window.

  5. Click Save to save the new checklist or Save and New to save it and create another one. Clicking Save after creating a checklist displays the Edit Checklist page.

    New Checklist Prompt

Creating a Category

  1. On the Checklists page, click on the link to the checklist you want to add a category to.

    Checklist Page

  2. On the Edit Checklist page, click New Category on the top tool menu.

    New Category Button

  3. On the New Category page, type a Name and, if you want, a Description for the new category.

  4. Click Save to save the new category or Save and New to save it and create another one.

    New Category Prompt

Creating an Item

  1. On the Checklists page, click on the link to the checklist you want to add an item to.

    Checklist Page

  2. On the Edit Checklist page, click New Item on the top tool menu.

    New Item Button

  3. On the New Item page, do one of the following:

    1. Select a category for the item in the Category drop-down list. Each item must belong to a category.

    2. Click the New Category link to add a new category. In the New Category pop-up, type a Name and Description for the new category and click Save.

       

  4. Type a Name and, if you want, type a Description.

  5. Set a due date by selecting the Due Date check box and selecting the appropriate date and time.

  6. Select the Display in Schedule check box to make the item visible in the schedule for students.

  7. Click Save.

    New Item Prompt

Managing Checklists

Editing a Checklist, Category or Item

  1. On the Checklists page, click on the link to the checklist you want to edit.

    Checklist Page

  2. On the Edit Checklist page, make the changes you want to the Checklist Properties area, or click on a category or item in the Categories/Items list to edit those.

  3. Make your changes and click Save.

     

Editing Multiple Categories or Items

  1. On the Edit Checklist page, select the categories or items you want to edit.

  2. Click the Edit selected items icon at the top or bottom of the Categories/Items list.

    Edit Multiple Categories

  3. On the Edit Multiple Items page, make the changes you want to the categories or items and click Save.

    Multiple Item Changes

Defining Release Conditions for a Checklist

  1. On the Checklists page, click on the link to the checklist you want to add release conditions to.

    Checklist Page

  2. On the Edit Checklist page, click the Restrictions tab.

    Restrictions

  3. Click Create and Attach to create a new release condition and attach it to the checklist, or click Attach Existing if you already have a release condition that you want to attach to the checklist.

  4. Choose whether access to the checklist is dependent on meeting all or any of your conditions.

  5. Click Save. The checklist is now available to users based on the conditions that you define.

    Checklist Release Conditions

Reordering Checklists

  1. On the Checklists page, click Reorder found under the More Actions drop-down on the top tool menu.

    Reorder Checklist

  2. On the Reorder Checklists page, change the values in the Sort Order drop-down lists for the checklists and click Save.

    Reorder Checklist

Reordering Categories or Items

  1. On the Checklists page, click the checklist within which you want to reorder categories or items.

    Checklist Page

  2. On the Edit Checklist page, click Reorder on the top tool menu.

    Reorder Categories Button

  3. On the Reorder Checklist page, change the values in the Sort Order drop-down lists for the categories or items and click Save.

    Reorder Items

Previewing a Checklist

  1. On the Checklists page click Preview in the drop-down arrow next to the name of the checklist that you want to preview.

     

    Preview Checklist

     

Deleting a Checklist

  1. On the Checklists page, click Delete on the top tool menu.

    Delete Checklist

  2. On the Delete Checklists page, select the checkbox beside the checklist you want to delete and click Delete Selected.

    Delete Checkboxes

Deleting a Category or Item

  1. On the Checklists page, select the checklist from which you want to delete a category or item.

    Checklist Page

  2. On the Edit Checklist page, select the check box beside the category or item you want to delete.

  3. Click the Delete icon at the top or bottom of the list.

    Delete Categories and Items