Checklist
One system, two very different users.
Admins run global checklists for onboarding, campaigns, and platform directives. Members run personal ones for habits, coursework, and challenge milestones. Both can earn PLAS, and both can trigger anything else on the platform.
The motivation loop
Act
>
Measure
>
See
>
Return
Where intention becomes action
A member who intends to do something and a member who has a list are different people. The list is what converts one into the other, which is why checklists sit at the front of the motivation loop rather than in the measurement half of it. The second thing they do is quieter and more useful: a checklist is the cheapest way to track work that happens off the platform, because ticking a box takes two seconds and does not require the member to explain themselves.
How checklists are built
Everything available to you.
Three list types, tasks and subtasks throughout, and completion that can fire anything.
Defined by you
Fixed
- You write the list, members work through it
- Ideal for onboarding sequences and course launches
- Consistent across every member who receives it
Created by members
Custom
- Members build their own lists from nothing
- Habit tracking, personal development, private goals
- Still earns PLAS if you want it to
Both
Hybrid
- You create the starting list
- Members edit, add to, or delete items
- The usual answer for coaching programs, because the frame is yours and the detail is theirs
Tasks and subtasks
Structure
- Every task can carry subtasks
- Completion can require all subtasks or a defined portion of them
- Reminders and recurrence, daily, weekly, or custom
What it can fire
On completion
- Award points, levels, achievements, or extend a streak
- Mark a course or goal complete
- Trigger any Flow, which means it can do anything the CRM can do
- Roll up into team and group progress reporting
Worked example
The same tool, both sides of the platform
An admin checklist and a member checklist running at the same time, doing different jobs.
Onboarding, week one
Admin and member side by side
Act
Admin checklist: platform onboarding sequence
Five fixed tasks assigned to every new member on day one.
Act
Member checklist: personal development path
Hybrid. You supplied three items, she added four of her own.
Measure
Each completion awards 50 points
Both lists feed the same PLAS totals, so her own goals count as much as yours.
Measure
Subtask rule: task 3 needs 2 of 4 subtasks
Partial completion is enough, because demanding all four here would stall people.
Result
A checklist item reaching across and finishing something in the LMS, with no integration in between.
Three list types, tasks and subtasks throughout, and completion that can fire anything.
Recipes
Three you could build this afternoon.
Onboard with a list, not an email
When
A member joins
Only if
First login
Then
Assign a five-item fixed checklist worth points, because a list gets finished and a welcome email gets archived
Let members own the habit
When
A member opens their dashboard
Only if
They are past week two
Then
Offer a hybrid list they can edit, since a habit somebody chose is one they keep
Make the last item matter
When
Final checklist task completes
Only if
All subtasks done
Then
Fire a Flow that awards an achievement, marks the course complete, and posts to the feed
Before you build
Three things worth knowing.
Note
Five items, not fifteen. A long checklist reads as a workload and gets abandoned on day two.
Note
Use partial subtask rules. Requiring every subtask makes one awkward item block the whole task.
Note
Checklists and goals overlap. Use a checklist for a sequence of things to do, and a goal for a number to reach.
The rest of CRM
Checklist is one of 7 parts.
PLAS
Gamplify GAME
Scorecard
Gamplify GAME
Leaderboard
Checklist
You are here
Goals
Dashboard
Engagement Matrix
Put Checklist to work.
Tell us what you are trying to get members to do, and we will show you the Flow that does it.