| This article is a part of our New Member Training Guide in the Student Management and Communication section. Navigate to the next article in the series by following the link at the bottom of this article or return to the New Member Training Guide homepage here. |
On each student's profile, there is a "My Checklist" section. This is a checklist for your view only, so that you may track the items you need to accomplish for this specific student.
How to add checklist items to "My Checklist" on a student's profile:
- Navigate to the student's profile
- From the toolbar, select "Add Checklist Items" or click the + icon in the My Checklist section
- Select either "Create Task Manually" or "Import from Template"
Create Task Manually:
- Add a title for the task
- You can add a Status, Due Date, and Notes
- If the Due Date is at least one day in the future, you will have the option to set reminders as well
- Save the Task
- This new checklist item will now appear in the "My Checklist" section.
Import from Template:
- Click the Arrow next to "Import from Template" to toggle to the template load view
- Search, filter or sort the list of templates to find the one(s) you'd like to add
- Click the box next to one or more of the available templates
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Click "Done" to upload all items from the templates to the student profile
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