What are Checklists?

Imagine having a powerful tool at your fingertips that ensures you never miss a crucial task for your clients. Introducing our dynamic Checklists! Start by crafting a versatile "Checklist Template" for multiple students or tailor a unique "My Checklist" for each individual. With our checklists, you gain peace of mind, knowing every important step is accounted for. Plus, these checklists are exclusively for your eyes only—students and parents won't see them.

Creating checklist items is a breeze. Either type in specific tasks or effortlessly import items from a "Checklist Template." These templates are designed to save you time by allowing you to reuse common tasks across different students. For instance, you can include tasks like "review student's essays" or "research initial college list" for each student. You can even create specialized templates for various student groups, such as Performing Arts Majors, Student-Athletes, or Rising Seniors. Once you've imported a template into a "My Checklist," feel free to add personalized tasks as needed. For more details, check out our guide on "How to create checklist items to manage your student's progress."

Elevate your checklist experience by adding notes, setting complete-by dates, and configuring alert messages. Notes provide detailed insights into each task, while complete-by dates can be customized for each student. Stay on track with text and email alerts, and monitor your progress (Not Complete, In Progress, Completed) directly from the student's profile page under the "My Checklist" section.