To-Do Lists
Each list is tied to a form, either one you choose from your existing library or a new standard or custom form, and you decide who at the school sees it: ADs, coaches, or both.
Once the list is created, it appears on the right side of the user's Bound dashboard, under a header that names your Association as the source of the task.
Create a To-Do List
1 - From the Association dashboard, click Forms, then click To Do List.
2 - Click Add To Do to open a new To Do List.
3 - Fill in each field.
Visibility Settings
"Show to Coach": Choose Yes when the task is something a coach would encounter while working, like a roster confirmation that surfaces when they're entering rosters. Choose No when the task doesn't need to surface in coach workflows. With No, the form is only accessible from your Association's forms list.
"Recipients": Check AD, Coaches, or both. The Recipients field controls who the to-do is visible to. It does not send an email, push notification, or any other outbound message. Checking Coaches makes the to-do visible to every coach at every school in your Association.
4 - Click Save to create the list. It will immediately appear on the recipients' dashboards.
Edit or Review an Existing To-Do List
All To-Do Lists your Association has created are listed under Forms > To Do List. From there you can review which lists are active, see how schools are progressing, or edit a list.
1 - Navigate to Forms > To Do List.
2 - Find the list you'd like to change and click the pencil icon next to it.
3 - Update any field and save. The change applies immediately, including to recipients who already have the list on their dashboard.