Note: this is a Champion feature. If you are not a member of a Champion, this will not be a feature available to you. Find out more about non-Champion features here!
Purpose of Cohorts
Cohorts serve as an easy way to manage a group of people at once. Cohorts are designed to send content to multiple people, who are often in a small group external to the platform, such as a Leadership team, Bible study club, and more.
Recommend To-Dos to an Entire Cohort
- Navigate to the Champion's Cohorts tab
- From the list of Cohorts, click the dropdown arrow next to "More Info" for the Cohort you want to assign content to
- Click Create To-do
- Configure the To-Do
- Click the Send button
Assign Content to an Entire Cohort
- Navigate to the Champion's Cohorts tab
- From the list of Cohorts, click the dropdown arrow next to "More Info" for the Cohort you want to assign content to
- Click Assign Content
- Search for and click to select the Content to assign
- Click the Assign button
Assign Content to One or More Cohort Members
- Navigate to the Champion's Cohorts tab
- From the list of Cohorts, click the dropdown arrow next to "More Info" for the Cohort you want to assign content to
- From the list of users, click the dropdown arrow next to "Manage" for a user you want to send a To-Do
- Click Assign Content
- Search for and click to select the Content to assign
- Set an (optional) due date
- Search for and click to add additional connected users to Assign Content to
- You can select users who are or are not part of the Cohort already. Anyone who's added that is not a Cohort member will not be added to the Cohort.
- Click the Assign button
Assign Action Items to a Cohort Member
- Navigate to the Champion's Cohorts tab
- From the list of Cohorts, click the dropdown arrow next to "More Info" for the Cohort you want to assign content to
- From the list of users, click the dropdown arrow next to "Manage" for the user you want to assign an Action Item
- Click Add Action List Item
- Configure one or more items and (optional) due dates
- Click the Send button
Review a Cohort Member's Progress
- Navigate to the Champion's Cohorts tab
- From the list of Cohorts, click More Info for the Cohort with a user whose you want to review
- From the list of users, click the Manage button for a user whose progress you want to review