- Knowledge Base : CounselMore Support
- SETTINGS MENU & CUSTOMIZATIONS
- Settings - Routine Assignments
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ACCOUNT SET UP
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SETTINGS MENU & CUSTOMIZATIONS
- Settings - My Business
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- Settings - Default Data Columns
- Settings - Routine Assignments
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MEMBERS. ONLY
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Sales Lead Tools
Routine Assignments - Bulk Apply Across Students
Routine Assignments - Bulk Apply Across Students Bulk Assign Routine Assignments from Settings
As mentioned in #2 before, we can only bulk assign with option 2, through settings.
- Go to Settings > Routine Assignments
- Click the button labeled: + Enable Bulk Assign
- Click the grey box to the left of a Routine Assignment to select it
- A new window will appear with options to Bulk Assign this by:
- Grad Year
- High School
- Tag
- Name
- Once you have selected your options, click the button labeled: Add Assignment
Related Article:
How can I apply the same Assignment and document to several students at one time?
Would you like to know more about the CounselMore Comprehensive Assignments packages? These are pre-written, client-facing that can be used for all high school grades. The assignments package follows the comprehensive college readiness process. Read more here.