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Step-by-step guide to creating a checklist

Instructions

Create a checklist

1. Go to the checklist module and click Create new to create a new checklist.

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2. Enter information about the checklist in the fields and click Save.

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Note

Note: The checklist must be saved before the option to add questions appears.

Set up

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the checklist

3. To create a new questions question in the checklist, click Add question.

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4. All new questions added will be assigned the question type 'Paragraph' by default. To change the question type, click the drop-down list and select the correct type.

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titleQuestion types

Checkbox, one at a time is a single choice field. This is used where one response option excludes the other, such as with "Yes" and "No" questions.

Checkbox, several at a time allows you to check several options for the same question.

Information makes it possible to create a field with information in the checklist. This field will be green in the response. It is not possible to create response options for this point.

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5. Select the correct type by clicking on it.

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Tip

Tip: If your the checklist contains different sections, the checklist can be broken down organised using the Section 'Paragraph' question type.


56. Click to add question text.

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67. To create a response option, click Add option.

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add an answer alternative to the question, click Add alternative.

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8. Enter text for the alternative and add more alternatives if needed.

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97. Click Add question to add more questions to the checklist.

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If the checklist has several questions of the same type and with the same

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alternatives and settings, you can duplicate the question and change the text.

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8. Click 10. To delete a question or answer alternative, click the trash can if you need to delete any option or questionicon.

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Info

Info: You can change the order of the questions and options by dragging them up and down by alternatives by hovering the mouse pointer over the arrows and dragging.

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, left-click and drag them up and down.

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