Checklist

What: Checklist lets students view personal To-Do’s for students, staff-assigned To-Dos, To-Dos/Events/Tips created in the Content Administration Tool, and Journey Steps as a single list.

Where: Students can Access their Checklist icon on their Navigate Student Desktop Site or on their Navigate mobile app.

Who: This feature is for current students. 

To open the Checklist, select the Checklist link on your Navigate Student Desktop Site. You can find the Checklist link on the left-hand side of your navigation tool bar.

 

Screenshot of your navigation tool bar Checklist link.

 

Students can do the following on the Checklist screen: 

  1. View any upcoming appointments.
  2. View any To-Do items, Tips and Events, and Journeys. 
  3. Select the Add Personal To-Do button to create their own personal To-Do.
  4. Filter by Category, Status, or Sort By.

 

Screenshot of Checklist screen. There are three drop-down menus: Category, Status, and Sort By. You can also view any upcoming appointments, any To-Do items, Tips and Events, as well as Journeys. You can also select the Add Personal To-Do button to create your own personal To-Do.

 

The default sort on Checklist follows these criteria:

  • Items with a due date are sorted by due date, with the closest upcoming deadline shown first.
  • After due dates, flagged items display next in the list.
  • Finally, items without a due date display last on the checklist.

Students can filter their checklist by category or status. Categories may include To-Do, Personal To-Do, Staff To-Do, Autocomplete To-Do, Tip, Event, and Journey titles. They can also change the sort on their items. These choices will persist if the student opens an item and then returns to the main Checklist.

 

Screenshot of Checklist filter options: Category, Status, and Sort By.

 

Category drop-down menu options may include:

  • To-Dos
  • Personal To-Dos
  • Staff To-Dos
  • Autocomplete To-Dos
  • Tips
  • Events
  • Journey titles

 

Screenshot of the Category drop-down menu where you can select a Category. For example, Appointment or To-Do.

 

Status drop-down menu options include:

  • Completed 
  • Overdue 

 

Screenshot of the Status drop-down menu where you can select a Status. For example, Completed or Overdue.

 

Sort By drop-down menu options include: 

  • Flagged
  • Due Date
  • Item Name (A-Z)
  • Item Name (Z-A)

 

Screenshot of the Sort By drop-down menu where you can sort by Flagged, Due Date, Item Name (A-Z), or Item Name (Z-A).

 

Tips accessed from the Checklist work very similarly to how they work on the To-Dos and Events page, providing resources and allowing the student to add To-Do Topics.

Tips are pieces of advice or suggestions on the best ways to reach graduation, such as Make sure to get 8 hours of sleep before a midterm, Don’t forget your flu shot, and Study in 15-minute increments to boost retention. They are also a great opportunity to involve students in the content creation process for Navigate360 Student.

Students can also create personal To-Do’s on the main Checklist page from their Navigate Student Desktop Site or from their Navigate mobile app
by selecting the Add a Personal To-Do button. 

 

Screenshot of main Checklist page where you can select the Add a Personal To-Do button and create your own Personal To-Do.

 

After selecting the Add a Personal To-Do button, the standard Add Personal To-Do page opens. Students can do the following: 

  • Create a Personal To-Do title.
  • Select True or False from the drop-down menu to make the Personal To-Do an all day event.
  • Select a date and time.
  • Enter any text to provide a description for your Personal To-Do.  
  • When completed, please select the Save Personal To-Do button.

 

Student can select a Checklist item. 

 

Screenshot of selecting a Checklist item. When you select a Checklist item, an Item page opens.

 

When a student selects a Checklist item, an Item page opens. Students see the item’s due date (if configured), the start date (for legacy To-Dos), configured content blocks, any resources attached to the item, as well as related topics. On mobile, details are collapsed and students can press Show More Details for some details so that content blocks and resources are the focus.

Steps for Journeys have slightly different options. Students can flag an item and mark it complete with a completion reason.

To flag a Journey step, students select the three-dot menu and select Flag Item from the menu. The example below is the Plan Ahead Journey step.

 

Screenshot of Checklist Item Plan Ahead Journey Step. In the upper right corner, you can select the three dots to flag this item.

 

A description and action steps for the particular Checklist item. 

 

Screenshot of the description and action steps for the particular Checklist item.

 

Checklist Item Completion Details section. Students can select a Completion Reason from the drop-down menu and provide comments in the open text box area. Please Note: Completion Reasons for Journeys steps have two options by default: This is completed, and This isn't relevant.

 

Screenshot of Checklist Item Completion Details section where you can select a Completion Rason from the drop-down menu and provide comments in the open text box area. When done, please select the Save button.

 

When done, please select the Save button. 

Accessing Your Checklist - Navigate Student Mobile App

To access your Checklist via your Navigate Student mobile app, please follow these steps: 

Step 1: From your Navigate mobile app, please select the Applications icon to access all your Navigate Student icons.

 

Screenshot of Applications Icon. Once selected, you will be able to access all your Navigate Student mobile app icons such as the Resources and People icons.

 

Step 2: Select the Checklist icon. 

 

Screenshot of mobile Checklist icon.

 

After selecting your Checklist icon, you will be taken to your Checklist page where you can view and select your Checklist items. Filter and sort buttons are available. You can also select the Create Personal To-Do button to create your own personal to-do.

 

Screenshot of Checklist items that you can select. Filter and sort buttons are available. You can also select the Create Personal To-Do button to create your own personal to-do.

 

The example below is the Plan Ahead Journey step.

 

Mobile screenshot of Checklist Item Plan Ahead Journey Step. In the upper right corner, you can select the three dots to flag this item.

 

A description and action steps for the particular Checklist item. 

 

Mobile screenshot of the Description and Action Steps for the particular Checklist item.

 

Checklist Item Completion Details section. Students can select a Completion Reason from the drop-down menu and provide comments in the open text box area. Please Note: Completion Reasons for Journeys steps have two options by default: This is completed, and This isn't relevant.

 

Mobile screenshot of Checklist Item Completion Details section where you can select a Completion Rason from the drop-down menu and provide comments in the open text box area. When done, please select the Save button.

 

When done, please select the Save button.