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Create onboarding task and grant course access to member

Create onboarding task and grant course access to member

Your onboarding board changes can leave members without access and coordinators missing start dates. It provisions course access and creates a tracked onboarding task so coordinators can act same day.

Create onboarding task and grant course access to member

Overview

When a row on your onboarding board moves to the next stage, provisioning and task creation often lag—delaying first member activity and coordinator handoffs. This workflow immediately grants course access, tags the contact, creates a tracked onboarding task, and alerts your team so coordinators can act the same day.

Create onboarding task and grant course access to member