Once you customize your Recruit Pipeline and create your checklist templates, you are ready to start using the system to track your recruits. As you are using checklist tasks, those tasks are also populating in the CommandMC Tasks Applet, where you can also manage these tasks. The checklist just makes it easy to manage all of the contained tasks for a specific recruit.

As you are working, you will want to mark checklist items as complete, set due dates and assignees for certain checklist items, and maybe create one-off checklist items that would not apply to your other recruits. 

To manage your checklist tasks for a specific recruit:

• Add/Edit Due Dates
• Add/Edit Task Assignee(s)
• Mark as Complete
• Add/Edit/Archive Tasks
  
  

Access

1. Log in to https://agent.kw.com with your KW login credentials.

2. At the top of the page, click CommandMC.

3. Click the Recruits icon, ,on the left sidebar.

4. Select the Phase where the recruit is located.

5. Find the recruit you want to manage and click the checklist button, at bottom right of the recruit card.

Add/Edit Due Dates

1. When editing the task checklist for a specific Opportunity, you you have the ability to quickly edit the due dates for any of the populated tasks, without having to fully edit the task. Hover over the date field and click Add Due Date (or click the current due date), or you can select multiple tasks at one time and click Reschedule at the bottom of the modal.

• Extend by a number of days - you will only see this option if you are only adding/editing the due date for one task. Select the number of days you want to extend the due date to.
  • • If there was no due date previously entered, it will use the current date as the date you are extending from.
    • If there was a due date set and you are editing, it will use the date entered as the date you are extending from.
• Calendar Date - use the calendar widget to select the actual date you want to make the task due by.

Add/Edit Task Assignee(s)

1. hover over the Assignee field and click Assign, or click on the current assignee(s) to add/remove task assignees. Check/uncheck the box next to any leader to add/remove them as an assignee for that specific task.

• You can assign any number of team members to any one task. That task will be shared between the task assignees, though only one team member will need to mark the task as complete.

Mark as Complete

1. Click the Checkmark icon, , on the right of the task, to mark it as complete. This will turn that task gray and stamp the task with the completion date and the person who marked it as complete.

• You can click Hide Completed Tasks to clear these out of the list so it only shows tasks left to complete.

Add/Edit/Archive Tasks

1. If you need to add a new one-off task for this recruit, click Create Task, at the top right of the modal. Then, complete the Create Task modal and save.

2. You can also hover to the right of the Mark as Complete checkmark and click the Ellipses icon, . This will give you options to either Edit or Archive the task.