๐๏ธ Slate Summit 2026 Presentations - From Chaos to Cadence
๐From 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 Campbellย LinkedIn | Email | Slate Community
Connect with Jon Rowand LinkedIn |ย Email | ReSource | Slate Community
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Related ReSource Articles
- ๐งMake a Dash(board) for it! Custom Record and Reader Dashboards
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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.

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