Checklist Basics

Audience

Faculty

Question

How do I create a checklist in D2L?

Answer

The Checklist tool allows you to provide a list of required steps in your course.

Accessing the Checklist Tool

From within your course, select Other Tools on the Navbar, then select Checklist.

Create a Checklist

NOTE: Creating a checklist is a three-step process. You must create a checklist, create at least one category and create items within the category.

  1. Select the New Checklist button to create a new checklist
  2. Enter a Name for the Checklist
  3. [Optional]: Enter a Description for the Checklist. For example, explain why students may want to use the checklist.
  4. Select Save. Your checklist will be saved and now you are ready to create categories.
Create a Checklist Category
  1. Select the New Category button
  2. Enter a Name for the Category
  3. [Optional]: Enter a Description
  4. Select Save and New Category if you if you want to create more. When you are done you will create items for the checklist.
Create Checklist Items
  1. Select New Item
  2. Select an appropriate Category from the list
  3. Enter a Name for the Item
  4. [Optional]: Enter a Description of the Item
  5. [Optional]: If you would like a due date to appear for this Item, select the box next to Due Date and select the date
  6. [Optional]: Select Display in Calendar if you want to add the item to your students’ calendar
  7. select Save if you are finished creating Items.
 
Preview a Checklist
  1. To see what your Checklist looks like from the student perspective, select the arrow next to the checklist and select Preview in a new window
  2. Students will see the checklist items and due dates as you have entered them
  3. Students will check the box for an item when they have completed it

 

Edit a Checklist
  1. Select the name of the Checklist
  2. Make the desired change(s), and select Save

To edit a Checklist Category or Item:

  1. Select the box in front of the item you want to edit
  2. Select the Edit button above
  3. A new window will open showing the details of a Checklist Item
  4. Add it to the students’ calendar by selecting the Event
  5. Change the Dates as desired
  6. Create or delete a Due date from their calendar by selecting the Due Date

NOTE:  Adding a Due Date will send the student a reminder if they have chosen to receive reminders from your course in their Notifications.

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