Keep students and families on track with clear next steps. Checklists help organize important tasks throughout the student journey, ensuring nothing falls through the cracks. You can personalize checklists based on student type, college, academic program, and more. Students and families can check off tasks themselves, or items can be completed automatically based on actions they take in the portal.
Visit the Checklists page
From the admin area, navigate to the Checklists page by hovering over the Orientation area, then choose Checklists.
You can also navigate directly to the Checklists page by visiting https://[your-portal-url].campusesp.com/admin/checklists/lists.
Create a new checklist
Click the Add New Checklist button in the upper right.
Add a Checklist Name
Choose a name that clearly describes the checklist.
Example: Freshman Accepted Student Checklist
Add a Description
Provide a brief explanation of what students and families should accomplish.
Example: Congratulations on your admission! Complete the steps below to prepare for enrollment and a successful start at the university.
Select Your Audience
On the right side of the page, choose which users should see the checklist.
You can target checklists based on criteria such as:
Community membership
User role
Organization
Student population
See our article on Dynamic User Targeting for more information on targeting criteria. Only users who match your selected audience criteria will see the checklist.
Upload a Header Image
Add an image to help personalize the checklist experience.
Select an Accent Color
Optionally choose an accent color to highlight the checklist and align it with your branding.
Add users to Communities Upon Completion
When students or families complete a checklist, you can automatically add them to one or more communities. Select the communities you would like users to join.
Click Create List to create the checklist.
Add checklist items
Checklist items are the individual tasks students or families need to complete. Open your newly created checklist to begin adding checklist items. Each item includes a name, description, and completion trigger.
Add an Item Name and Description
Click the Add Item button and enter the item details.
Example Item Name: Register for Orientation
Example Description: Register for Orientation to complete this item.
Add an Optional Call-to-Action Button
You can include a button that directs users to a webpage or resource.
Add a URL in the Button Link field.
Select a Button Color and Link Color.
Use the preview option to test the button and verify the link opens correctly.
Add a Completion Message
Create a message that users will see after completing the item.
Example: Thank you for completing this step! Be sure to check your university email regularly for important updates.
Choose a Trigger Type
Select how the checklist item will be marked as complete.
Available trigger types include:
Manual (user can check off the item)
Automation
Module completed
Unit of a module completed
Register for event
For example, if the item is completed after a student registers for Orientation:
Select Register for event.
Choose the appropriate event (such as Orientation 2026).
Click Update Item to save.
Add additional checklist items
Repeat this process for all tasks students and families should complete.
Common checklist items include:
Submit required documents
Secure housing
Register for Orientation
Set up a university email account
Submit an ID card photo
Complete placement testing
Review financial aid requirements
Learn about campus resources
Join relevant portal communities
Enroll students or families in checklists using the Queue for Checklist Enrollment workflow
Automatically enroll students or families in checklists by adding them to a community connected to the Queue for Checklist Enrollment workflow.
The Queue for Checklist Enrollment workflow helps you assign checklists to the right audience without manually enrolling users one at a time. This article walks through how to create a Queue for Checklist Enrollment community, configure checklist audiences, and add users to the enrollment queue.
Create a Queue for Checklist Enrollment community
To get started, create a community that will identify the students or families you want to enroll in checklists. Many institutions name this community "Queued for Checklist Enrollment" or "Queued for Checklists."
Navigate to Communities and create a new community.
Select the appropriate Campus.
Enable a workflow for the community.
Choose the Queue for Checklist Enrollment workflow.
Select the checklist group you want students or families enrolled in.
Click Create Community.
Configure checklist audiences
Next, make sure each checklist is configured for the correct audience.
Navigate to Checklists.
Open each checklist you want to make available.
Configure the audience settings for the checklist.
When the workflow runs, students or families will only see checklists they are eligible to access. Eligibility is determined by the audience settings configured for each checklist, including:
Community membership
User role
Organization membership
Add users to the enrollment queue
After creating your community and configuring your checklists, add the students or families you want to enroll to the Queue for Checklist Enrollment community.
You can add users by:
Importing them directly into the community
Automatically adding them after they complete an event registration, such as orientation
NOTE: Users added to the community will be processed overnight. They will be queued for enrollment and automatically enrolled in eligible checklists the following morning.
Need help? If you have questions about configuring checklist enrollment workflows, contact Support at support@campusesp.com. Our team is happy to help.