Learn how to create a
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Checklist to be filled out.
If you want to create a checklist Checklist to be filled out by users, you can use the survey Survey function to create one.
This article will explain how.
Step 1: Via
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Assessment, create a new
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Survey
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Step 2: Deselect 'Display the Question number'
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Step 3: For 'Question type', select 'Multiple choice'
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Step 4: Fill in all the 'Choices' boxes as the content that you wish to appear on the
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Checklist
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End result:
- The 'surveySurvey' will then take on the appearance of a checklistChecklist, which users can fill out.
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When can this feature be used? Why might you want to use this feature?
Creating a
checklistChecklist can be useful anytime that you want to make sure someone has done something.
An example might be an
onboarding checklistOnboarding Checklist (see example below) to make sure a new hire has filled out some necessary steps.
Another example is a
compliance checklistCompliance Checklist (see second example below). This helps to ensure good practice within a company.
Example 1: Onboarding
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Example 2: 6 monthly compliance checklist
Compliance Checklist
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