Creating Rules Per Item

This article explains how to set up checklist rules for individual items. Make sure you've already enabled Rules and selected the Per Item mode — see Setting Up Rules for the Manager Checklist if you haven't done this yet.

→ Rules Per Item

Add Rule
1. Click on 'Add Rule', start typing, and click 'Add'.
2. After adding, click 'Save'.

Assign to Course, Tag, or Group
1. Go back to the rule
2. click the filter icon, and assign it to a course, tag, or group
  Note: tags will only appear if the selected course has them.

Select Checklist Items
1. Choose the checklist items to apply the rule to.
2. Once saved, you'll see the number change next to the assigned checklist items.

→ Identifying Items with Rules

Once saved, you'll see the number change next to each checklist item that has a rule assigned.

→ Setting Up Rules for the Manager Checklist

The shared setup steps: defining attributes, accessing rules, and enabling them.

→ Creating Rules Per Category

Apply rules to an entire checklist category instead of individual items.

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→ Rules Per Item

→ Identifying Items with Rules

Related articles

→ Setting Up Rules for the Manager Checklist

→ Creating Rules Per Category