A step-by-step guide to creating Knowledge Checks, tracking completion, and reinforcing learning across your organization.
Required Permissions: Account Admin, Team Admin, or Expert access
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📌 Quick-Jump Topics
- 1. How to create a Knowledge Check
- 2. How to send reminders for Knowledge Checks
- 3. How to Create a Spotlight for a Knowledge Check
- 4. How to link Knowledge Checks to a Spek
1. How to create a Knowledge Check
- Open the Spekit Web App.
- Click the + New button.
- Select Knowledge Checks from the creation menu.
- Enter a Title: Choose a name that is clear and descriptive (this is what viewers will see).
- Intro Page (Optional): Provide an overview or include a learning resource (URL or text) for viewers to review before they start the timer.
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Designing your questions:
Build assessments that scale. You can now add up to 20 questions per check using two primary formats:
Single Select
Up to four options, only one is correct. Ideal for simple true/false or definitive process steps.
Multiple Select
Up to four options, at least one is correct. Users must select all correct choices to pass the question.
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Before you publish, navigate to the Settings tab to define your audience and success parameters:
Select Audience Choose one or more Teams who should receive the assessment. Set Passing Score Define the minimum number of correct answers required to pass. Score Page URL Add a link to a Spek or external URL. This appears as a View Learning Resource button on the results page. Enable Retakes (Optional) Allow users to attempt the check multiple times.
NOTE: This cannot be changed after publishing.
Notifications Choose your notification method: Notify users via Email, In-App notification, or Spotlight. - Publish or Save Draft. Click Publish to launch your Knowledge Check, or Save Draft to continue working on it later.
2. How to send reminders for Knowledge Checks
Send reminder emails to users who are enrolled in a Knowledge Check but haven’t completed it yet.
Open the Spekit Web App.
Go to Team Hub and select Knowledge Checks.
Find and open the Knowledge Check you want to manage.
Navigate to the Analytics tab.
In the % Users Completed section, click the email icon.
Click Send Reminder to notify users who haven’t completed the Knowledge Check.
3. How to create a Spotlight for a Knowledge Check
Admins and Experts can quickly create a Spotlight directly from the Knowledge Check settings page to increase visibility and drive completion.
Open the Knowledge Check and navigate to Settings.
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Click Create and Send Spotlight.
Complete the Spotlight setup and click Publish.
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The Create Spotlight modal will appear - Click here are instructions on how to create a Spotlight.
NOTE: Only users included in the Knowledge Check’s assigned audience can access it through the Spotlight link. Be sure the correct teams are selected in the Knowledge Check audience to ensure seamless access.
4. How to link Knowledge Checks to a Spek
Linking Knowledge Checks within Speks is a powerful way to reinforce learning and confirm understanding after users review key content.
Example: If you’re rolling out an updated opportunity process in Salesforce and want to ensure tenured reps understand the changes, you can add a Knowledge Check to the final Spek to reinforce and validate comprehension.
Open the Spekit Web App.
Navigate to Team Hub and select Knowledge Checks.
Find the Knowledge Check you want to link and click the three dots (...) next to its title.
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Select Share from the dropdown.
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Click Copy Link to copy the Knowledge Check URL.
Open the Spek where you want to include the Knowledge Check and add the copied URL using the hyperlink text option. Click here for detailed instructions on creating a Spek.
NOTE: Only users assigned to a team included in the Knowledge Check audience will be able to access the Knowledge Check via these links. Ensure your audience settings are configured correctly.