Create Recruiting Boards

Overview: As a Coach, you can create recruiting boards to organize and tag your PSA list.

1. Navigate to “Recruiting” (magnifying glass) in your vertical navigation bar.

2. Select “Recruiting Board”.

3. To create a new recruiting board, click the button.

4. Next, type the name of your new tag and click the "Add" button.

5. Once you've named your board, you can proceed to add your recruits.

Option #1: Add from the Recruiting Board Page

1. Navigate to “Recruiting” (magnifying glass) in your vertical navigation bar.

2. Select “Recruiting Board”.

3. Locate your intended Recruiting Board.

4. Click the "+" button in the top right corner of the board to add PSAs.

5. When adding a PSA to the recruiting board, you can choose to "Add Individually" or "Add by filters".

6. When finished, click the blue button in the bottom right corner of the window. Your recruiting board will now reflect these changes.

Option #2: Add Individually from the PSA List Page

1. Navigate to “Recruiting” (magnifying glass) in your vertical navigation bar.

2. Select “PSA List”.

3. Locate the column titled "Recruit Tags". Don't see the "Recruit Tags" column? Follow this guide to customize your view and be sure to select "Recruit Tags" as a column.

4. Click in the column next to the PSA's name.

5. Select a tag that has already been created OR add a new tag.

6. Once you've selected a tag, click out of the tagging window to save your selection. Your recruiting board will now reflect these changes.

7. You can also tag in bulk from the PSA list to add to your recruiting boards. See Option #3.

Option #3: Bulk Add from the PSA List Page

1. Select the checkbox next to the PSA's name. 

2. Click "Assign Tags" at the top of the PSA list.

3. Choose the tag you wish to assign.

4. Then, click the "Assign tags" button.

5. Your recruiting board will now reflect these changes.

1. Navigate to “Recruiting” (magnifying glass) in your vertical navigation bar.

2. Select “Recruiting Board”.

3. Select "Customize Card".

4. In the window that appears, select the fields you wish to view on the recruit card. When finished, click "Apply View".

5. Your recruit cards will now update to reflect the data fields that you have selected.

1. In your recruiting board, use the drag-and-drop feature to quickly update or edit your boards.

• Drag the individual recruit card to re-order OR to move a card to a new board. 
• Drag the entire board to re-order.