🏔️ Summit 2025 Feature

An assignment list is an interactive, open-ended, AI-enabled visualizer for an assigned population.

Closely related to assignment lists are cadences, groups of time-separated tasks that you can add to an assigned record as a block with a click.

📖 Further reading: Cadences, Staff assignments

Find assignment lists in the Home tab by hovering over the Slate logo and selecting Your Assignments.

Here you’ll find all the assignment lists that have been shared with you.

If any of the assignment lists make use of a Slate AI prompt (more on this later), the results of that prompt are generated here:

Select an assignment list to access it as a sortable, filterable list. This view also includes a configurable, user-scoped list portal, which appears before the list.

Making  an assignment list

1. Set a scope, add an AI prompt, and grant access: Assignment lists are built around a scope (most often person or dataset). You can provide an optional text prompt by which Slate AI will analyze the assignment list. Add users, permissions, or roles as grantees to the assignment list.

2. Add assignment record exports and filter for current user’s assignments: Populate the data to be reviewed in each assignment by adding any number of exports. So that the user of the assignment list only sees data for the records to which they’re assigned, add a staff assigned (or equivalent) filter that targets the current user.

3. Build out three mini-portals: Set up the data visualization for the assignments. Not sure how to set up a portal, or just don’t feel like it? Ask Slate AI to build it for you.

The end result is an easy-to-reach-for list of assigned records, whether that’s prospects, current students, or donors.

Step 1: Creating the assignment list

To create an assignment list:

1. Go to Database → Assignment Lists.

2. Select New List.

3. Configure the following settings:

   • Status: Leave inactive until you’re ready to display to selected users.

   • Name: Enter a name.

   • Type: Configurable Joins

   • Category: Records

   • Base: Select a base from which you’ll select exports. Most common choices are Person or Dataset.

   • AI Recommendations Prompt: Enter an optional text prompt for Slate AI. This can be added, removed, or changed later.

     

4. Select Save.

You arrive at the assignment list overview page.

Granting access

With the assignment list still inactive, you can add grantees to the list. These are the users, roles, or permissions that will find the assignment list in the Your Assignments list.

1. Select the arrow next to Edit.

2. Select Edit Permissions.

3. Select Add Grantee.

4. Configure the following settings:

   • Active: Active

   • Type: Select User, Role, or Permission, then select the relevant grantee from the list.

   • Permissions: Select Share List.

5. Select Save.

As you configure the assignment list, impersonate an applicable user to preview the list’s content.

Step 2: Adding exports and a Current User filter

Build out a list of exports for use in the assignment list. Each of these exports appears as a sortable column in the assignment list table.

Add a filter for the staff assigned to this list. This might mean the actual Staff Assigned filter for the person base, or any other field that uses the user prompt. In the filter criteria, select (Current User).

Step 3: Configuring the portals

There are three portals to configure: List, Summary, and Detail.

Select a portal to configure its content. These portals use a version of the Express Portal interface.

📖 Further reading: Express Portals

📝 The exports you added to the assignment list aren’t accessible to the portal. Select Edit Exports to add exports, accessible in portal content as merge fields.

List

A user-scoped portal that appears above the list of assigned records.

Summary

A portal that renders in the pop-up that appears when you select a record.

The Summary portal consists of two parts:

• The configurable, portal content (left)

• Default content (right) that includes:

  • Record contact methods

  • A + to add cadences to the assignment. A cadence is a configurable series of tasks, usually separated in time, that you can add in a block to an assigned record.

  • A list of recent interactions, with a + to add new ones

📖 Further reading: Cadences, Interactions

Detail

Another portal for each record, this one appearing when you select Display in the pop-up, intended as a deeper dive on the record.

Like the Summary portal, this also includes default content at right, like contact methods, cadences, and a list of recent interactions.

✨ You can ask Slate AI to set up portal parts for you. All of the examples in this article were built using Slate AI.