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A user checklist web part for SharePoint built in SPFx. Set up one list with tasks. Set up another to track user progress. Works great for employee onboarding checklists.

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MRSCompanyLtd/spfx-user-checklist

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user-checklist

Summary

SPFx checklist web part for SharePoint Online. Connects to two lists: one that provides a list of items/tasks and another that tracks user progress. Supports semantic colours providing support regardless of theme and section background colour.

user checklist screenshot

Used SharePoint Framework Version

version

Applies to

Get your own free development tenant by subscribing to Microsoft 365 developer program

Prerequisites

  • Create two lists on your site to connect to:
    • Source list -> A list of tasks/items to complete:
      • Title: The field that will show in the checklist.
      • Content: Rich text field (multi-line text) which will show when the item is expanded.
    • Tracking list -> A list to track user progress:
      • Task: Lookup field to the source list.
      • Employee: Person field to track the user who completed the task.
      • Complete: Boolean (Yes/No) field.
      • Completed: Date and time field.

Solution

Solution Author(s)
spfx-user-checklist MRS Company Ltd

Version history

Version Date Comments
1.0 November 14, 2023 Initial release

Disclaimer

THIS CODE IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, OR NON-INFRINGEMENT.


Minimal Path to Awesome

  1. Clone repository:
git clone https://github.com/mrscompanyltd/spfx-user-checklist
  1. Change into directory:
cd spfx-user-checklist
  1. Install dependencies:
npm i
  1. Run solution:
gulp serve --nobrowser
  1. Navigate to your workbench in your browser: https://{yourTenant}.sharepoint.com/sites/{yourSite}/_layouts/workbench.aspx

To build:

gulp build && gulp bundle --ship && gulp package-solution --ship
  1. Upload sppkg file from /sharepoint/solution into your app catalog in SharePoint.

References

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A user checklist web part for SharePoint built in SPFx. Set up one list with tasks. Set up another to track user progress. Works great for employee onboarding checklists.

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