Creating a recruiting checklist • ProductiveRecruit Docs

Checklists are reusable templates you build once and enroll athletes into: a recruiting timeline, an onboarding process, anything your staff walks athletes through step by step. This article covers building the template itself; see Steps & instructions for adding the actual tasks.

Who can create and manage checklists

Only Super Admins and Admins. Coaches and team managers don't see the Checklists area at all, and athletes only ever see the checklists they've been enrolled in. On a multi-space account there's one more wrinkle: a Super Admin manages every checklist on the account, while an Admin sees only the ones shared with all spaces or assigned to theirs. See Staff roles & permissions.

Start from Manage

Go to Checklists → Manage and click Create Checklist. That opens a 3-step wizard (you'll see a "Step X of 3" badge as you go).

app.productiverecruit.com/checklists/manage

Next section

1. Name, type, and description

Give the checklist a Name and, optionally, a Description. Athletes see this when they're enrolled, so use it to explain what the checklist is for.

Then choose a Type. This is the one choice you can't undo later:

Drip — enroll athletes dynamically and trigger each step relative to when they're enrolled or complete the previous step.
Basic — a bare-bones checklist with no due-date cadence.

Step 1 of the wizard, choosing between a Drip and Basic checklist

Pick carefully: once a checklist is created, its type is locked and can't be changed. See Due dates for how each type actually handles scheduling.

2. Set the schedule and visibility

Next you'll set:

Go live date: defaults to today. The checklist won't process any athletes until this date.
Active: must be on for the checklist to enroll or process anyone, now or in the future.
Auto-Assign: automatically enrolls new athletes who register into a valid space. See Auto-assign for exactly when this fires.
Hide Next Steps — when on, athletes only see instructions for their current step, not the ones ahead.

If your account has more than one space, you'll also see All Spaces. Leave it on to make the checklist available everywhere, or turn it off to pick specific spaces from a list. Accounts with a single space skip this, since the checklist is automatically available there.

3. Add attachments (optional)

The last step lets you upload files athletes will need: waivers, worksheets, guides. You can add up to 5 files, 7 MB each. These are shared across every athlete enrolled in the checklist, not per-athlete.

Click Create Checklist to finish. You'll land on the checklist's Manage Steps page, ready to add steps.

Archiving a checklist

From the Manage list, use the row menu to Archive a checklist you no longer need — it stops processing athletes but keeps its history. Archived checklists can be Restored later from the same menu. Filter the list by All Checklists, Active, Inactive, or Archived to find what you're looking for.

What's next

Add tasks with Steps & instructions.
Understand how Drip vs. Basic timing actually works in Due dates.
Turn on automatic enrollment in Auto-assign.