Checklists are lists you can create to help you track the many items you need to accomplish for or with your clients. You may start by creating a "Checklist Template" that may be reused for multiple students. You may also create an individualized "My Checklist" for each student. Using checklists provides you assurance that you don't forget any important steps. Checklists are only viewable by you and not by students or their parents.
Checklist items may be created in two ways; you can type in a specific item or you can import or sync items from a "Checklist Template". Checklist templates may be created as a time savings feature so that you may recycle tasks that would typically be assigned to each of a particular group of students. For example, you may include "review student's essays" or "research initial college list" for each student. You may also create specific checklist templates for groups of students (Performing Arts Majors, Student Athletes, Rising Seniors, etc.). After importing a template to a "My Checklist", you may then add more customized checklist items as needed. For more information see, "How do I create checklist items to manage my student's progress?"
You may enhance your checklist items by adding notes, complete-by dates and alert messages. "Notes" enable you the ability to provide more detailed information about the checklist item. "Complete-by dates" are set on "My Checklist" and not on the template to allow you the ability to customize the date on a student-by-student basis. To keep you apprized of the "Complete-by" date and on task, you may set up as both text and email "Alerts". By tracking your progress (Not Complete, In Progress, Completed) within the item, you will also see a quick at-a-glance view of the item's status on "My Checklist".