Please auto-assign a checklist based on grade level!

It's frustrating to have to add that checklist manually.  Is there any way to at least let it pick a default list based on grade from the start?

  • Mary Zieten
  • Jul 25 2018
Blackbaud Enrollment Management / Checklist
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  • Guest commented
    8 Oct, 2020 04:47pm

    I agree. It's inefficient how it is. If I only have one checklist, just automatically assign it when they create an account. I have families emailing me saying that they set up an account and can't see a checklist or upload items button. I don't sit and just watch my "needs checklist" box all day so it'd be nice to have it automatically assigned. Usually families create their account and want to get to the application items right away.

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  • Robbie McConnell commented
    17 Jan, 2019 03:43pm

    It would be nice too if a checklist didn't have to be assigned until AFTER an application was received.  We have no need for a checklist before an application.

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  • JT Amirault commented
    25 Jul, 2018 09:42pm

    Nice too if it could trigger from other fields ... for example,  program applying to.

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