Creating a Checklist from the Survey function

Learn how to create a Checklist to be filled out.

If you want to create a Checklist to be filled out by users, you can use the Survey function to create one.

This article will explain how.

Step 1: Via Assessment, create a new Survey

Open

Step 2: Deselect 'Display the Question number'

Open

Step 3: For 'Question type', select 'Multiple choice'

Step 4: Fill in all the 'Choices' boxes as the content that you wish to appear on the Checklist

End result:

• The 'Survey' will then take on the appearance of a Checklist, which users can fill out.

When can this feature be used? Why might you want to use this feature?

• Creating a Checklist can be useful anytime that you want to make sure someone has done something.

• An example might be an Onboarding Checklist (see example below) to make sure a new hire has filled out some necessary steps.

• Another example is a Compliance Checklist (see second example below). This helps to ensure good practice within a company.

Example 1: Onboarding

Example 2: 6 monthly Compliance Checklist