Add a Checklist Activity

The CLE checklist activity allows teachers to create a "to-do" list for students to work through and provides an easy visual representation of what has been accomplished.  Teachers can use the Checklist to monitor progress as students complete items on the list as they tick off each of the items in the list. Students can see a progress bar showing the percentage of the items they have completed and can add their own, private, items to the list.

The checklist activity has a number of useful features, including:

• Option to add a list of all the course activities and resources into the checklist and automatically check-off as activities completed.

• A progress bar that shows what percentage of the list a student has completed so far.

• Option for students and/or teachers to check-off items.

• Option to allow students to add private items and notes to a checklist.

• Dates can be added to items (and exported to the calendar).

• Choice of colors for each checklist item.

• Heading items (without checkboxes).

• Teachers can comment on an individual student's items.

• Option to transform the checklist activity into a checklist block.

Add a Checklist Checklist Settings Checklist Block

1. Log into the CLE (cle.ucsf.edu),  and go to the course that you would like to add the checklist activity.
2. In the CLE course, click the Turn editing on button and then navigate to the course section where you would like the checklist to be added.
3.  Click Add an activity or resource in the Section/Topic where you want the Page to be.

4. In the activity chooser, click Checklist from the list of activity tab. The adding a new checklist page will open.

   

5. On the Adding a new Checklist page, in the checklist field, enter a name for the activity (required).
6. In the Introduction field, provide instructions or background information for your students (Optional).
7.  Refer to the second tab to configure the checklist settings.
8. Click Save and return to course or, click Save and display to open the Checklist activity for additional set up (add manual items, hide selected items, etc.)

To add checklist items into the checklist activity, please check out Edit Checklist.

Below are checklist settings that can be configured:

Settings

• User can add their own items:
  • Lets you choose whether students can create sub-tasks under the items you add to the checklist.
• Updates by:
  • Determines who can manually update a checklist. 
  Note: We recommend leaving it as the default option (students). The Teacher option will not allow students to check off the checklist items. The Student and teacher option requires teachers to confirm student input. Thus, when a student checks off the checklist items, the progress bar will not reflect what percentage of the list the student has completed so far.
• Add due dates to calendar
  • Adds due dates to the Calendar for any items created manually within this Checklist.
• Teachers can add comments
  • Allows teachers to add personalized comments on students' individual checklist items.
• Maximum grade
  • If you want to make the checklist ungraded, set this value to zero (0) and make sure to adjust the checklist category weight to 0% in the gradebook. For more information or further assistance, please check the set up the gradebook or contact [e-mail].
  •  
• Email teachers when checklist is complete
  • This option send an email to the student and/or teacher when the checklist is marked as complete. We do not advise you to rely on this feature.
• Show course modules in checklist
  • Adds activities and resources (other than labels) from the current section or entire course and adds a link to each item. Note: If you later add additional activities or resources to the section (or course), the new items will automatically be added to the list.
• Check-off when modules complete:
  • This will automatically check-off items in the checklist when students complete the relevant activity in the course. If completion tracking is switched on for a particular activity, that will be used to tick-off the items in the list. 
  • Lock teacher marks:
    • When this setting is enabled, once a teacher has saved a 'Yes' mark, students will be unable to change it.

Common Module Settings:

• Visible
  Set whether or not an assignment is visible to students. By default, new assignments are set to Show. (This is comparable to using the Hide/show icon for the activity on your course page.)
• ID number
  Setting an ID number identifies the activity for grade calculation purposes. 
• Group mode and Grouping
  This option allows you to restrict the assignment to particular groups of students you have already created in your course. Check this article to learn more about creating groups and groupings in the CLE.

Restrict Access

To add restrictions on accessing the activity, click Add Restriction. The Add restriction window will open, containing the following options:

• Date - Prevent access until (or from) a specified date and time.
• Grade - Require students to achieve a specified grade.
• Group - If you have groups in your course, you will see the following additional options:
  • Group - Allow only students who belong to a specified group, or all groups.
  • Grouping - Allow only students who belong to a group within a specified grouping.

Restrict Access only does that: Restricts Access. But students still see the activities of other groups; they just can't click on them.  You can completely hide the Restrict access settings (by clicking the eye icon) so that the activity will not be seen by other groups at all. 

• User profile - Control access based on fields within the student’s profile.
• Restriction set - Add a set of nested restrictions to apply complex logic.
• Mobile app - Require students to access (or not access) using the Mobile app.

If you have groups in your course, you will see the following additional options:

• Group - Allow only students who belong to a specified group, or all groups.
• Grouping - Allow only students who belong to a group within a specified grouping.

Activity completion

• Do not indicate activity completion: There is no option to mark the quiz as complete, manually or otherwise.
• Students can manually mark the activity as completed: Students have the option to mark the activity as complete without any requirements being met.
• Show activity as complete when conditions are met: The optional conditions are: requiring students to view the activity, students must receive a grade, students must receive a passing grade, or they’ve attempted the quiz as many times as allowed.

Tags

• Tags are used to connect content from various activities within courses. Learn more about the tagging feature here.

Once a checklist has been created you can display its items in block form.

1. With the editing turned on, scroll down the course navigation panel and click Add a block in the bottom left of the course page. If your Navigation panel is collapsed, click the Navigation tray toggle (, top left), and the Navigation panel will expand.

2. Select Checklist from the drop-down menu. The checklist block will appear below the other blocks in the right column, named CHECKLIST.

   

3. At the right of the newly created checklist block, click the Edit icon () and select Configure Checklist block. The Configuring block page will open.

   

4. Under the Block settings, choose the checklist that you've created to keep it displayed in the checklist block.

   

5. Click Save changes to return to your course page. The block will appear on the right-hand side of your CLE course.

Edit Checklist How Does Checklist work?

Once you've added a checklist to a CLE course or set Show course modules when you create a Checklist activity, you can further edit a Checklist to add new checklist items, set the checklist items as required or optional, show/hide multiple checklist items, change the text color of the checklist items and to indent the items or move up and down the items etc.

1. Log into the CLE (cle.ucsf.edu),  and go to the course that you would like to add the checklist activity.
2. In the CLE course, click the Turn editing on button and then navigate to the checklist activity that you would like to further edit.
3. Click the Checklist activity to open it. 
4. Click the Edit checklist tab. The Edit checklist menu will open. 

   

5. To manually add an item to the list, in the blank text field (at bottom), enter a name and click Add. The item will appear on the checklist.

   

   • Optional: To allow dates to be added for manually-added items, click Edit dates, uncheck the Disable box, and use the drop-down menus to set the day, month, and year.
6. To adjust items already on the list:
   • To turn a manually added item into a heading, click the required icon () twice . The item will change to look like this:
     

     

   • To toggle between showing an item as required, optional (or for manually-added items, a heading), click the required icon ()
   • To show/hide an (automatically added) activity or resource, click the eye () icon.
   • To show/hide multiple activities or resources at once, select the checkbox (at far left) of items (), then click Show/hide selected items (at top of list).
   • To change the text color of an item (cycles through 5 preset colors), click the text color () icon.
   • To edit the name and due date for a manually-added item, click the gear () icon.
   • To Indent the item or move it up and down the list, click the arrows ().
   • To delete a manually-added item, click the Delete () icon.
   • To insert a new item immediately below the current item, click the green plus () icon.

How does the checklist work for instructors?

On the course homepage, you can click on a particular checklist to edit it or to view your students’ progress so far.  If the checklist settings allow it to be updated by teachers (either exclusively, or in addition to students), it can be updated by doing the following:

1. Click the View Progress tab to see a chart of full detail indicating how the students are currently progressing through the checklist.

   

   • Under the View progress tab, you can also click the Show progress bars to view the overall progress of all the students:

     

2. When viewing students' progress through the checklist, click the Magnifying glass () icon located into the right of a particular student's name to view a student's progress.

   

   • When viewing a student's progress, you click Add comments to give the student feedback toward each checklist item:

     

How does the checklist work for students?

Students can click on the checklist on your course page and tick any items they have completed. 

• Students see either a Checklist activity or block or both in their course.
• If they click the activity, they see a list of tasks with a progress percentage:

  

• If students have been allowed to add their own items they will see a button to do so:
  If you have allowed them to do so, they can click Add your own items then click one of the green plus () icons to insert their own, private sub-tasks associated with particular items on the list.

  

• If the block has been added, students can see a progress bar and can click the progress bar to access the activity.