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            How to Create a Task Checklist Information Box in LearnPath or News Pages

            Modified on Fri, Mar 27 at 7:59 AM

            This guide explains how to create a Task Checklist Information Box in LearnPath or News pages to provide patrons with a list of tasks to complete, with optional email notifications sent when items are checked off.


            Overview

            A Task Checklist Information Box enables Management users to create a list of tasks for patrons to complete. An email address is added when setting up the Information Box so that a notification is sent every time an item is checked off the list.

            A screenshot of a checklist Description automatically generated


             

            How to create a Task Checklist information Box in LearnPath or News Pages 

            1. On the News home page OR LearnPath guide, click the button.
            2. Select Task Checklist from the drop-down menu
            3. The ‘ADD INFORMATION BOX – TASK CHECKLIST screen will be displayed.
            4. In the Heading entry window, enter the text to be displayed as a heading in the top bar of the Information Box. 

            Note: If the Heading field is left blank the Information Box will be displayed without a Heading bar.

            1. In the Text entry window, enter the text to be displayed as the contents of the Information Box. 
            2. (OPTIONAL) Use the Rich Text Format editor to format the heading or text. You can also add images and links if needed.
            3. Using the Heading Background or Content Background checkboxes, override the default color scheme to change the background color of the top bar or the information box.
            4.  (OPTIONAL) Apply a border to the information box.
            5.  Use the Show in Search checkbox to control whether the information box will be displayed on the LearnPath guide or News page or kept hidden.
            6. (OPTIONAL) The Embed and Show when embedded functionality can be used to display the information box on another application such as a web page. 
            7. Of notable mentions on this screen are the Task checklist, Task checklist color and Email address fields.
              1. Type in the next item into the Task checklist field, then click Add item.
              2. Drag items to reorder them in the checklist.
              3. Use the Task checklist color to select a background color for the checklist.
              4. Add an email address to be notified when a patron has checked off all tasks.
            8. Click the Save button to save the entries and options. Alternatively, click the Cancel button to abandon the creation of the Information Box.


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