Checklists: please give me examples of what you’ve used them for. (I’m in an AHG troop, but will take ideas from anyone.) I remember years ago when they were introduced but I ran into issues when I first tried using them, so walked away and didn’t look back. Until now. Because they sound like they could be really useful…
Also, am I understanding them correctly – each “checklist” can have lots of people, but can have only ONE item for those people to each check off? and they get a separate email for each checklist you create?!?
I was thinking for example how lovely it could be at re-registration time in late-summer/fall, to make a checklist of what paperwork is due. But am I correct in thinking I can’t have a “registration forms” checklist where each family has multiple checkboxes – one per form – to complete? Instead would I need to create a separate “checklist” for every form? And families would get an email for every checklist? …Maybe this is why I walked away before…
Funny, I don’t remember writing this first message 3 years ago! I’d still (or again, now that I’m again trying to use checklists) like to see some answers if anyone has info to share.
This week, I set up 3 checklists to help keep track of people’s AHG training.
Because it is difficult and time consuming to track training in AHG family for the 47 leaders in our troop, I created checklists for AHG Foundations, BEST Practices, and UL training.
I added only the people who needed to complete each training, then I “published” the checklist, which sent an email to everyone on the checklist.
In the checklist description, I instructed them to either mark their own training complete on the TT checklist, or email me when they completed it.
Once they email me or mark the checklist complete, I log in to AHG family to confirm that it was completed. Then I manually add the training to TroopTrack for that leader.
The benefit that I’m seeing with the checklist in this process is that I don’t have to keep a spreadsheet somewhere, and leaders can check their names off when completed. My plan is to check the status of each checklist weekly.
One thing that I’m noticing, @AaronStorey , is that I thought checklist reminders or notifications used to get sent to people in the weekly newsletter, but I didn’t see it this week.
Is there a way to tell the newsletter to include reminders from checklists?
Even though I am using checklists to track training at this time, I wouldn’t have to do this if I could export training data as a csv from AHG family. :{
But that does not seem to be on their radar, so I am grateful to have this checklist feature for now.
I’ve found them useful for pending paperwork for folks attending camp (ie - missing medical forms, permission slips, etc.). We also sometimes use them for follow-ups to meetings. An example would be that Scouts need to write a report on a pet and bring it to the next meeting. This sends a notification to parents and it will show on their dashboards and newsletters.
I set up my checklists for different things, added my people to it, but it doesn’t seem that anyone received an email for it. I’m working with one mom who needed to complete some registration stuff for her daughters, but she never received an email about the checklist.
I started playing with it on one of my daughters’ profiles and found it under “Assignments” on my dashboard. Is there anywhere else that this would show up and be obvious? My parents don’t even bother looking at that section on their dashboard.
