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Assign Content to Cohort

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

  1. Navigate to the Champion's Cohorts tab
  2. From the list of Cohorts, click the dropdown arrow next to "More Info" for the Cohort you want to assign content to
  3. Click Create To-do
  4. Configure the To-Do
  5. Click the Send button

 

Assign Content to an Entire Cohort

  1. Navigate to the Champion's Cohorts tab
  2. From the list of Cohorts, click the dropdown arrow next to "More Info" for the Cohort you want to assign content to
  3. Click Assign Content
  4. Search for and click to select the Content to assign
  5. Click the Assign button

 

Assign Content to One or More Cohort Members

  1. Navigate to the Champion's Cohorts tab
  2. From the list of Cohorts, click the dropdown arrow next to "More Info" for the Cohort you want to assign content to
  3. From the list of users, click the dropdown arrow next to "Manage" for a user you want to send a To-Do
  4. Click Assign Content
  5. Search for and click to select the Content to assign
  6. Set an (optional) due date
  7. 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.
  8. Click the Assign button

 

Assign Action Items to a Cohort Member

  1. Navigate to the Champion's Cohorts tab
  2. From the list of Cohorts, click the dropdown arrow next to "More Info" for the Cohort you want to assign content to
  3. From the list of users, click the dropdown arrow next to "Manage" for the user you want to assign an Action Item
  4. Click Add Action List Item
  5. Configure one or more items and (optional) due dates
  6. Click the Send button

 

Review a Cohort Member's Progress

  1. Navigate to the Champion's Cohorts tab
  2. From the list of Cohorts, click More Info for the Cohort with a user whose you want to review
  3. From the list of users, click the Manage button for a user whose progress you want to review

 

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