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Assigning an Activity to a Founder

Give a founder something concrete to do.

Activities are how you give founders concrete work between sessions. There are three routes to the same form, and they pre-fill different things.

  • Assign Homework, from the ⋮ menu on a founder's row in My Founders — pre-fills the recipient and sets Type to Task.
  • Create Activity, from Quick Actions or the Activities tab inside a workspace — pre-fills the recipient and links the activity to that match.
  • Create Activity, from the Activities tab of the Advisory hub — nothing pre-filled.

Filling in the form

  1. Optionally use Load Template to start from a saved activity.
  2. Check Recipients. As an advisor you can also use Add Recipients By Cohort or Add Recipients By Tag to assign the same work to a group; the form tells you how many activities will be created, one per recipient.
  3. Enter Subject (Title) and Description — both required.
  4. Set Type, Priority, and Status — all three are required and none has a default.
  5. Optionally set a Due Date and Event Date.
  6. Leave Sender and Recipient Email Notification set as you want them.
  7. Optionally attach files by drag and drop, and link Academy courses or course collections.
  8. Select Create 1 Activity — the count reflects how many recipients you chose.

The founder sees it in their Activities list, and it appears under Open Activities in the shared workspace.

Please note: Status is required at creation with no default, so you have to choose one. Set it to New unless you are recording work that is already underway.