Create onboarding records for new cohort members on kickoff
Create onboarding records for new cohort members on kickoff
Your cohort signups lack structured operations records, causing missed tasks and assignment confusion. You get complete records for coordinators before kickoff.
Overview
When cohort members are staged manually, coordinators scramble and onboarding tasks slip. This flow converts the kickoff button into assignment-ready records so coordinators have full member context and can act before kickoff.