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Allow administrators on sites to create checklists that must be completed by users of the site. Each user can see their checklists on the "Checklists" tab of their account.

Multiple checklists can be created and assigned to users to complete depending on their role (or other groups in 2.x). Additional checklist options:

  • Specify to only make new users complete a checklist.
  • Assign a role on completion of checklist.
  • Limit navigation until checklist is complete (it will not allow the users to go anywhere except to items on the checklist).
  • Force checklist items to be completed in order.

Multiple checklist item types that can be expanded via hooks/API. Implemented by default in both versions:

  • User check - the user simply clicks/checks the item.
  • Admin check - a user with the correct permission must check the item off of the checklist.
  • Node create - user must create a certain node type.
  • Node agree - user must visit a node and click I agree at the bottom.
  • Page view - user must visit a given page within the site.

Version 2.x

THIS VERSION HAS A NEW DEPENDENCY. DOWNLOAD AND INSTALL IT BEFORE UPGRADING YOUR CODE: Usergroups API
Checklists can now be reused and completed multiple times by the same users. Also, a checklist instance can be completed by a group of users (all users work together to complete a checklist instance).

Workflow:

  1. Create checklist
  2. Add checklist items
  3. Create instance - this is now where you assign who is supposed to complete the checklist.

Example use cases:

  • Every time a new user requests a quote for the price of a job they want you to complete, a checklist could be assigned to a specific user that could then be completed (would require some type of integration where a module generates the instance automatically or else you'd have to create a new instance manually).
  • If you are managing projects on your websites, whenever a new project is created a checklist must completed. This checklist (instance) can be completed by a group of users (i.e. project managers)
  • After a new user signs up on your site, they must complete a certain number of tasks such as agreeing to certain terms, creating a user node profile, etc. (also possible in 1.x)

Version 1.x

Workflow:

  1. Created checklist - Assign who completes it
  2. Added items
  3. At this point the checklist would show up for people to complete

Example use case:
After a new user signs up on your site, they must complete a certain number of tasks such as agreeing to certain terms, creating a user node profile, etc.

Project information

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