Ability to add custom checklist items for individuals without having to create entirely new Checklists

Please give us the ability to add/track custom checklist steps for candidates/families without needing to add entire new checklists. This would be akin to the 'Special Contract Text', which can be customized per candidate.

Would like to be able to assign the task (checklist step) to a staff member, and have them receive notifications/ be able to update the status regarding the task.

Example: "Bob: Please call this family and invite them to a basketball game"

"Dan: Please call this family's Alumni Uncle, and have them 'sell' the school to the family"

  • Joe St.Clair
  • Nov 10 2020
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