🏔️ Slate Summit 2026 Presentations - From Chaos to Cadence

📋From Chaos to Cadence:
Real-World Assignment Lists That Power Our Daily Slate Workflows

Kaitlyn Campbell & Jon Rowand's presentation at 2026 Slate Summit (June 24, 2026)

Connect with Kaitlyn Campbell  LinkedIn | Email | Slate Community

Connect with Jon Rowand LinkedIn | Email | ReSource | Slate Community

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🎬Presentation Slides 🔽 

🧳Suitcase: efd51795-727a-4641-b5a5-784b44313fb7:oua 

Related ReSource Articles

• 🧂Make a Dash(board) for it! Custom Record and Reader Dashboards
  

  Custom Record and Reader Dashboard Enhancements for Greater Operations/Advising Efficiencies. Jon Rowand's PPT slides from his presentation on the Slate Stage at the 2022 Slate Innovation Festival (May 17, 2022).

Related Slate Knowledgebase Articles

Cadence

• Cadences
  Core article covering what cadences are, how to create them, configure cadence steps, and use summary/detail portals with cadences.

• Assignment Lists
  Closely related, since cadences are applied to records from assignment lists.

• 2025 Slate Summit Executive Summary
  Includes overview material introducing both assignment lists and cadences.

Call Lists

• Telerecruiting in Slate: Configuring Call Forms & Call Lists
  Primary article for setting up and using call lists, including query configuration and caller workflow.

• Call Lists with Slate Voice
  Relevant for institutions using Slate Voice with call list functionality.

Assignments

• Assignment Lists
  Main article for creating and configuring assignment lists, including exports, current-user filters, and list/summary/detail portals.

• Cadences
  Strongly related because cadences operate on records that enter assignment lists.

• 2025 Slate Summit Executive Summary
  Includes summary coverage of assignment lists as a newer feature area.

• Configuring the 4 Year & Graduate Admission Model Database
  References staff assignments in model database configuration.

• Configuring the 2 Year/Community College Model Database
  Includes staff assignment rule references.

• Configuring the K-12 School Admission Model Database
  Includes staff assignment rule references.

Portals

• Portals Overview
  Best starting point for understanding what portals are, how they work, and common use cases.

• Add Slate Standard Portals via Suitcase
  Covers out-of-the-box portals that can be imported and customized.

• Portal Methods and Queries and Views, Oh My! (Part 1 of 3)
  Foundational webinar article on portal structure, including queries, views, and methods.

• Portals Across Campus (Part 2 of 3)
  Covers constituent portal use cases and portal queries/views/methods in practice.

• To Portals and Beyond! (Part 3 of 3)
  Focuses on advanced use cases and best practices for portals.

• Suitcase ID Index
  Helpful for finding portal-related example Suitcase IDs.

• An Introduction to Your Slate for Student Success Database
  Includes portal-related examples, such as the Student Advising Calendar portal.

Queries

• Queries Overview
  Main landing article for query concepts, best practices, and related subtopics.

• Query Library
  Covers how to create reusable query libraries for Configurable Joins.

• Local and Slate Template Library Query Bases (Legacy)
  Useful reference for understanding query bases and how rows are represented.

• Organization Contacts Custom Dataset Row Query
  Practical example of building and embedding a custom dataset row query.

• Telerecruiting in Slate: Configuring Call Forms & Call Lists
  Relevant because call lists depend on a driving query.

• Portal Methods and Queries and Views, Oh My! (Part 1 of 3)
  Useful if you are working with queries specifically in portal contexts.

• Portals Across Campus (Part 2 of 3)
  Includes portal query use cases and demonstrations.