Purpose: Task categories organize the various responsibilities and activities in the athlete recruitment process. They help structure the workflow and ensure a systematic approach to managing tasks. Additionally, it provides you with a graphical overview of where your athletes are at in the process, in the "Task Overview" Section.
Usage: Categories might include "Initial Assessment," "Eligibility Checks," "Communication with Coaches," etc., each containing relevant tasks.
Function: A task is a specific action item or step within a category. It represents an individual piece of work that needs to be completed as part of the recruitment process. The title of the task will be sent as the subject line when sending the task via email to your athlete.
Example: Under the "Eligibility Checks" category, a task could be "Send Transcripts to the NCAA."
Details: Descriptions provide more comprehensive information about what the task involves, guidelines for completion, and any relevant details.
Example: The description for "Send Transcripts to the NCAA" might include the method of contact and key points to cover.
Assignment: This denotes who is responsible for completing the task – it could be the athlete, the recruiting expert, or another staff member.
Example: For a task like "Update Athletic Profile," the responsible person would typically be the athlete.
Activation: Triggers are conditions or events that initiate a task. They ensure tasks are activated at the appropriate time in the recruitment process. Through the trigger, the task will get assigned to the responsible person.
Example: The completion of the "Sign up for the NCAA" might trigger the "Send Transcripts to the NCAA" task.
Variation: Different service packages may have different sets of tasks based on the level of support provided.
Example: A premium service package might include more in-depth tasks like "Assistance with official visit."
Customization: Allows tasks and communications to be set up in different languages to accommodate diverse athletes and staff.
Usage: Ensures clear understanding and effective communication across different linguistic backgrounds and enables you to grow your company seamlessly in other countries.
Selection: Enables the filtering of tasks based on the specific services offered to an athlete.
Implementation: Assists in tailoring the task list to fit the unique needs of each athlete or service package.