This feature is available on the Pro Plan.
Using filters to track checklist status.
One of the most useful features of the Checklist is the ability to filter your Directory by whether a volunteer has completed a checklist item. This "tickler" system is easy to access through the filters, and with dashboard reminders, you’ll never miss an upcoming deadline. Filtering by checklist status helps you quickly see which volunteers have completed required tasks and which haven’t. This makes assigning tasks, ensuring compliance, and sending reminders easier, saving time and keeping you organized so you always know where each volunteer stands with your organization's requirements.
Filtering volunteers by checklist.
To filter volunteers by checklist, go to the Directory, click the Filter icon, and select Checklist from the filter options.
This will add the Checklist filter, but you'll need to use the dropdown to select the Checklist item and its Status, then press Done.
Once saved, it will filter your volunteers. You can then add additional filters or use the Select All checkbox to take actions like sending a message or marking them as inactive.
Common questions about managing checklists.
The Checklist isn't linked to opportunities, so it won’t automatically prevent volunteers from signing up if they haven't completed the required qualifications. If you need to restrict signups based on certifications, use Applications to set those requirements.
There’s one main checklist for all volunteers, but you can select specific items for each individual. If an item doesn’t apply to someone, leave it unchecked. Reminders are triggered only after an item is checked, giving you complete control over each volunteer’s checklist. To organize volunteers by checklist items, combine this feature with tags and use filters in the Directory.