Group Officers can create Tracks and Checklists to assign items and tasks to users to complete and encourage engagement. Group Officers can first create Checklists and then assign those Checklists to a given Track as a way of organizing all the items assigned users must complete.

To create a Checklist, go to the Dashboard and select Tracks & Checklists under Member Success. Select Create Checklist at the top right.

In the Checklist settings menu that opens, be sure to: 

• Enter the name of the Checklist and give it a description.
• Check whether you want items to appear sequentially as users check off tasks.
• Assign the Checklist to the appropriate audience.
• Make the Checklist visible to assignees.
• Enter a start and end date for when the Checklist is open to assignees to complete.

Once you’ve created a Checklist, you can select it and select Create Item in the top right to add a task.

When adding a task, make sure to:

• Populate the Title field
• While not mandatory you can also:
  • Enter Details
  • Set a Completion Deadline
  • Allow user to check (Setting this to No will prevent users from checking off the item as completed on their own)
  • Make the item Optional

If a task is set so that assigned users cannot check off the item themselves, you will need to add a Completion Rule. The Completion Rule auto-completes a task when the user takes the steps required to complete the rule. For example, you can use a Completion Rule to check off a task when a user registers for an event.

In some cases, you may want to create an “Either/Or” option for a Checklist item. For example, you may want to allow users to pick an event to attend, and so long as they attend one event out of several options, they can check off and fulfill the Checklist requirement.

To set this up, when you create the item, set Allow user to check and Optional as No for both settings. Save the item when done.

Select the three-dot menu to the right of the item’s name and select Add Sub-Item.

Fill in the sub-item’s information (set Allow user to check and Optional as Yes for both settings). Save the sub-item when done. Create as many sub-items as needed.

For the parent item under which the sub-items are saved, select Completion Rule and enter the following settings:

• A User: Completes Sub-Items
• Where: Main Checklist Item
• Is Any Of: Select the parent item under the name of your Checklist
• At least: Enter the number of sub-items the user needs to complete at a minimum for the parent item to be marked as complete
• Select Save

To create a Track comprised of several Checklists, go to the Dashboard and select Tracks & Checklists under Member Success. Select Create Track at the top right.

Give the Track a name and assign it in the settings window that opens. Select Save when done.

In the dropdown menu next to the Checklists you would like to add to the Track, select the name of the Track for which they should be assigned.

Users can select My Checklists in the left menu to see all Tracks and Checklists that have been assigned to them.