This new feature has not saved any time, as far as I can tell. Unless I'm missing something. The only thing it does is populate the checklist and person assigned to, but the home dashboard still shows you have checklists to assign and that number doesn't change until you have processed the inquiry or application. Was hoping that the parent of the candidate could start working on the checklist prior to us processing the application or inquiry because depending on the time of year there might be a delay in the processing of apps and inquiries during peak Admissions season.

Can this feature be added to student checklists (Enrollment Management>Enrollment>Student checklists)?

You can now choose a default checklist, or select a checklist based on grade level, program and more. To check out the new feature, go to Admissions Setup > Checklists and click the Auto-select checklist button to set up your defaults.

Thanks!
Kelsey Huijgen, Product Manager

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.

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.

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