Creating Checklists

Overview

Checklists are a list of items for a student to complete. These items can be plain text, a linked URL, or a file to be downloaded. Checklist items are, by default, set to be manually checked off by students with a click. They can also be automatically checked off based on interaction data including touch-points, form submissions, event registrations, and events attended. Items can be set to be checked initially for students with no interaction or engagement. Checklists are a front-end function of EMP that display via a widget in the personalized URL (PURL). 

Creating a Checklist

1. Click Content in the top navigation bar, then select Checklist from the drop-down.
2. Click New Checklist.
3. Title the checklist, then write a description and select a pay gateway if applicable (e.g., collect deposits via an accepted student checklist). The title and description are student-facing and can be edited anytime in the checklist settings.
4. Add items to the checklist using the plus icon. There are three item types...
   • Text: plain text.
   • Link: text hyperlinked to a specified URL.
   • File: a downloadable file.
5. Fill out the prompts and click save. 
6. Add all items to your checklist, then add the checklist to a PURL page using the checklist widget in the PURL Template.  

Managing a Checklist