How do I create a Multi-Student To-Do?

Multi-Student To-Do’s are essentially the same as individual student to-do’s, however, when creating or editing the to-do you may assign more than one student. Multi-Student to-do’s will appear on each student’s profile screen along with any individual to-do’s assigned to the student. (Students will not know that a Multi-Student to-do is assigned to other students.)

 How to create a multi-student to-do

1. Navigate to "Students Main" and select "Add Multi-Student To-Do" from the toolbar

2. Enter a Title and Complete By Date

3. You may add Notes/Instructions and a Start Date (optional)

4. Add at least one student (see tips listed below)

5. Click, "Save To-Do"

Tips on creating multi-student to-do's

• Multi-student to-do’s need at least one student linked to them. Without a linked student, the to-do is deleted. It is recommend to create a sample student profile and use that student to keep at least one student assigned to a multi-student to-do item. 
• The sample student may also be used to set up all of your standard or typical to-do's you assign during the admission process.
• To-do's may be kept in the sort order of your choosing by simply dragging and dropping the to-do.

Helpful (related) articles

• How do I create and/or assign a To-Do for a student?
• How do I generate a report listing all Student To-Do's?
• How do I edit Multi-Student To-Do's?
• How do I add students to Multi-Student To-Do's?
• How do I remove students from Multi-Student To-Do's?