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Teach how to filter applicants based on tasks/checklist items.
Make sure that you have
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the correct administrator permissions (“advisors”)
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already created checklist items, and you have applicants who have already answered on checklist questions in the system.
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Log in as an administrator with the permission “applications-view” (included with the Roles “Admissions administrator”, “Academic supervisor”, “Academic consultant”, “Accountant”, in addition to “Superuser”).
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From the Main menu, go to Applications > Tasks.
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If needed then, set the filter and click on “Reload.”
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Choose to view the data in either Graph or Table mode.
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Next to the checklist, click on the “Show” to view different Task statuses.
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You can see how many applicants have chosen it each one of the Task statuses.
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Select one of the statuses to view the “Tasks” tab of all the Application cards that have a Task with the chosen Task status – this is a useful method for working quickly on multiple applicant’s documents in one convienent place.
- From this screen it is possible to perform “Bulk actions”.
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You should know how to quickly and efficiently be able to locate and work on all applications of any active Task status in your DreamApply system.
What is a task, and how to set it?
What is a rule, and how to set it?
