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Create onboarding tasks when new members join your program

Create onboarding tasks when new members join your program

Your community signups arrive unstructured, making coordinators recreate profiles and delaying onboarding. It creates intake entries for coordinators so onboarding tasks are queued same day.

Create onboarding tasks when new members join your program

Overview

Unstructured member joins create manual work and slow onboarding for coordinators. This flow funnels join events into your intake and task board so coordinators can triage and assign onboarding tasks and start outreach the same day.

Create onboarding tasks when new members join your program