Community Queue configuration is a multi-step process. This guide has been developed to help communities complete all the necessary steps to function properly. Use this checklist as a reference to ensure that your workflows function as expected and referrals to and from the Community Queue are successful.
Before beginning Community Queue configuration, it is important to think strategically about how your community will implement Community Queues and what goals you want to accomplish. We encourage communities to map their community queues, associated assessments, referring programs, and programs that receive referrals from the queue before beginning configuration.
Click here to download a PDF version of the checklist.
Note: With the June 2026 Feature Update, the Program Setup Public Listing setting was updated to a comprehensive Program Visibility setting. In the PDF shown and linked above, you will see Program Visibility: Public*, but there are three Program Visibility options, each with more granular settings. We encourage you to review the articles How to Set Up a Program: Detailed Instructions, Program Setup: Program Visibility, and Referral Settings Overview for more information about Program Visibility.
Updated: 06/16/2026