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
    October 08, 2020 16:47

    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
    January 17, 2019 15:43

    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
    July 25, 2018 21:42

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

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