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Creating Rules Per Category

How to apply Manager Checklist rules to an entire category at once.

This article explains how to set up checklist rules for an entire category at once. Make sure you've already enabled Rules and selected the Category mode — see Setting Up Rules for the Manager Checklist if you haven't done this yet.

→ Rules Per Category

You take similar steps to setting rules per item:

  • Switch to Category Mode

    1. Toggle to Category.

  • Add Rule

    1. Click on 'Add Rule'

    2. Start typing,

    3. Click 'Add'.

    4. After adding, click 'Save'.

→ Assign to Course, Tag, or Group

  1. Go back to the rule page

  2. Click the filter icon

  3. Assign it to a Course, Course Tag, and/or Group.

  4. When choosing Category, you can select the "Checklist categories".

→ Identifying Categories with Rules

Once saved, you'll see the number change under the category you've assigned the rule to.

Related articles

→ Setting Up Rules for the Manager Checklist

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

→ Creating Rules Per Item

Apply rules to individual checklist items instead of a whole category.

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