D2L Brightspace: Checklist Basics

Audience

Faculty

Question

Where do I go to see checklist basics?

Answer

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

In this tutorial, you will:

• Create a Checklist
• Preview a Checklist (from the student perspective)

This article is also available in PDF Format.

There is also a helpful tutorial video for this article.

Accessing the Checklist Tool

From within your course, click on the Materials tab on your navigation bar. 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. Click the New Checklist button to create a new checklist. The New Checklist window
2. Type a Name for the Checklist, such as Practice Checklist.
3. [Optional]: Type a Description for the Checklist. For example, explain why students may want to use the checklist.
4. Click Save. Your checklist will be saved and now you should create categories for the checklist.

Create a Checklist Category

1. Click on the New Category button, which has opened beneath your checklist description.

2. Type a Name for the Category, such as Assignments.
3. [Optional]: Type a Description for the Category.
4. Click 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. Click on the New Item
2. Select an appropriate Category from the drop-down list.
3. Type a Name for the Item.
4. [Optional]: Type a Description of the Item.
5. [Optional]: If you would like a due date to appear for this Item, click the box next to Due Date and select the date.
6. [Optional]: Click Display in Calendar to show the item if you want D2L to add the item to your students’ calendar.

7. Click Save if you are finished creating Items.

Create Restrictions

[Optional]: You can create a Release Condition for this checklist.

1. Click the Restrictions
2. Choose Attach Existing or Create and Attach to create a new one.
3. Choose Checklist from View Conditions for:
4. Click the box for the condition, such as Completes checklist: Orientation Class.

5. Click Attach to complete the action.

Preview a Checklist

1. To see what your Checklist looks like from the student perspective, go to Materials and Checklist.
2. Click the drop-down arrow button next to the checklist and select Preview in a new window.

3. Students will see the checklist items and due dates as you have entered them.
4. Students can check the box of an item when they have completed it.

Reorder Checklists

1. Go to Materials and Checklist
2. Click More Actions button at the top of the page.

3. Click Reorder
4. Under Sort Order, use the dropdown arrow button to reorder of the checklists.
5. Click Save.

To Reorder the Items in a Checklist

1. Go to Materials and click on Checklists
2. Click on the Checklist title, such as Practice Checklist, to open it and see the items

3. Scroll down to the lower part of the page until you see Categories and Items. A list of all of the items with due dates will appear in the window.
4. Click the Reorder button

NOTE: You can also add a New Category or a New Item in your Checklist by selecting one of the other buttons in Categories and Items

5. A new window will appear with the Checklist Categories/Items and their Sort Order.
6. Change the number in the Sort Order drop down box to Reorder the list.

Edit a Checklist

1. Click on the name of the Checklist.
2. Make the desired change(s), and click Save.

To edit a Checklist Category or Item:

1. Click the box in front of the item you want to edit.
2. Click 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 clicking the Event
5. Change the Dates as desired.
6. Create or delete a Due date from their calendar by clicking 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 Preferences.

7. You can also change the name and category of the item using this window.
8. Make your changes and click Save.

9. Click on the name of the Category or Item you wish to change.
10. Make the desired change (s), and then click Save.

Delete a Checklist

Warning: Deleting a checklist is permanent. In addition, if you delete a category, you will delete all items in the category.

To delete an entire Checklist:

1. Click the More Actions button and select Delete.
2. On the Delete Checklists page, select the Checklist you would like to delete by clicking on the box to the left of the Checklist name.
3. Click the Delete Selected
4. On the confirmation message box, click Delete.

NOTE: If you only have one category, you will NOT be asked to confirm.  The category will automatically be deleted.

To delete Individual Item or Categories:

1. From the checklist homepage, click on the name of the Checklist that contains items you wish to delete.
2. Scroll to the bottom of the screen.
3. Click on the Categories and/or Items you wish to delete.
4. Click Delete.
5. On the confirmation message box, click Delete.

Additional Resources

Go to eLearning Website for detailed tutorials on almost any D2L topic.

Call or email Beth Jensen (4217) or Julie Adams (4219) for individual support. The staff in eLearning Support are available for one on one or small group training sessions by appointment. Please let us know how we can help.