Introduction to Checklists, Automations, and The Status Page

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📚 Part of the series Application Building Phase III: Checklists, Automations, and the Status Page

In the first two phases of the application building checklist, we

  • Created the core components of our application, like periods, rounds, and material types

  • Customized the layout of the Slate-hosted application

Now, we can build on these elements by creating the checklists that applicants will complete, automating applicant movement through the application, and customizing the applicant status portal.

The articles in this phase of the application-building process are organized in the following sections:

  1. Checklists: The applicant’s list of to-dos

  2. Application record automations: Rules that act on application records

  3. Status page: The applicant’s destination for document uploads, status updates, and more

📚 First article in this series: Getting Started with Checklists

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