Roster Management

The Problem with Manual Board Management

Managing multiple recruiting boards is exhausting. You need separate boards for different coaches, recruiting territories, position groups, and graduation years. Every time a recruit's status changes, you're manually moving them between boards—wasting valuable time that should be spent on actual recruiting.

Common Pain Points

✗ Manually updating 10+ different boards for specific coaches
✗ Forgetting to add recruits to territorial boards
✗ Spending hours reorganizing after status changes
✗ Inconsistent board management across your staff

Introducing Rule-Based Child Boards

Child Boards are automated, rule-based views of your recruiting pipeline. Define the rules once, and the board automatically populates—no manual updates required.

Benefits of Automation

✓ Set rules once, board updates automatically
✓ Never forget to add a recruit to the right board
✓ Save hours every week on board management
✓ Consistent, reliable board organization

How Rule-Based Boards Work

1

Create Your Master Board

Start with a parent board containing all your recruits. This is your central recruiting database where you manage all recruit information, activities, and relationships.

2

Define Your Rules

Create child boards with specific filtering rules. The system automatically adds (or removes) recruits based on your criteria:

Position: QB, WR, DB, OL, etc.

State: Filter by recruit's home state

School Type: High School, Transfer Portal, JUCO

Priority Level: 1-5 priority rating

Recruit Status: Evaluating, Committed, Watching, etc.

Assigned Recruiter: Specific staff member

3

Automatic Updates

That's it! Your child boards now automatically update whenever recruit data changes. Add a new QB from Texas? They're instantly on your "Texas QB" board. Change a recruit's status to "Offered"? They appear on your "Active Offers" board immediately.

Real-World Use Cases

Position-Based Boards

Give each position coach their own automatically filtered board. The QB coach sees only quarterbacks, the OL coach sees only linemen—no manual sorting needed.

Territory Boards

Create boards for each recruiting coordinator's territory. "Florida Board," "Texas Board," "California Board"—all automatically populated based on recruit state.

School Type Boards

Separate boards by recruit source: "High School Prospects," "Transfer Portal," "JUCO Recruits"—automatically organized by where they're coming from.

Priority Level Boards

Focus on high-priority targets with boards like "5-Star Targets," "Priority Prospects," or combine priority level with position: "Elite QBs."

Status-Based Boards

Track your recruiting funnel with automatic boards: "Evaluating," "Committed," "Watching"—all updating in real-time as statuses change.

Recruiter Assignment Boards

Create boards for individual staff members. "Coach Smith's Recruits," "Coach Johnson's Territory"—each coach sees only their assigned prospects.

Advanced Filtering with Multiple Rules

The real power comes from combining multiple rules. Create highly specific boards that match your exact recruiting strategy:

Board: "Elite Texas DBs"

Rules: Position = DB AND State = Texas AND Priority ≥ 4

Board: "Coach Smith's Committed Recruits"

Rules: Assigned Recruiter = Coach Smith AND Status = Committed

Board: "High Priority JUCO OL"

Rules: School Type = JUCO AND Position = OL AND Priority ≥ 4

Flexibility When You Need It

While automation is powerful, we understand recruiting isn't always black and white. That's why child boards support manual overrides:

Manually add recruits to a child board even if they don't match the rules—perfect for special circumstances or exceptions
Pin recruits to ensure they stay on a board regardless of rule changes
Remove recruits from a child board if they don't fit despite matching the criteria

Recruiting Boards: Automate Your Recruiting Pipeline