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How to add a checklist for Managers
How to add a checklist for Managers

Add tasks for Managers in the Manager Toolkit

Danny Slotboom avatar
Written by Danny Slotboom
Updated over a week ago

The checklist for Mangers is like a tasklist with points that a Manager shouldn't forget or tasks that he or she has to complete. An example of an item in a checklist is “Welcome John Doe on his first day” or "Create evaluation report". When a Manager successfully completed a task, he or she has to check it on the checklist.

Step 1. Click on ‘Courses’ in the menu on the left.

Step 2. After clicking on 'Courses' a gear-icon will pop up in the menu next to 'Courses'. Click on the gear icon and a menu will appear.

Step 3. Click on 'Manager settings'.

Step 4. Click on 'Checklist'

Step 5. Click on the button that says ‘Add Item’

Step 6. It’s possible to sort the items by category so all the items that fit in the same category are grouped together. In the next step we will learn you how to make categories. Fill in items that you want to add next and add a description in the field underneath.

Step 7. Next, set the amount of days that a user has to complete this specific checklist item.

This is based on the first day of the user he/she is following.

If John Doe starts on December 5th, setting -1 means that this task is due on the 4th of December.

Done? Simply click on ‘Create’ and ta-da you just added your first item into your new checklist.

Step 8. As promised, we will learn how to make different categories to organize the checklist a little bit.

Click on the button that says ‘Categories’. Click the button and a new window will pop up.

Step 11. Click on ‘Add a category’, type the name of the new category and click on ‘add’.

You can drag the categories to set them in the desired order. Dragging a category all the way to the right will give you a pop up that asks if you want to delete the category.

Hooray! You've just added a checklist for Managers!

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