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Creating a new cohort

A cohort is one run of the first six weeks for one group of students. Each intake gets its own. Here is how to create, populate, and manage them.

Create

Click New cohort and fill in the basics: a display name, the intake start date, and how many weeks the cohort runs. You start with an empty student list; students are imported or join when they first sign in.

Clone from a previous cohort

If you ran a cohort last intake, clone it. Cloning copies the events, to-dos, briefings, and templates from the source cohort into the new one, so you start from last term's structure instead of a blank slate. The console remembers what you cloned from and tailors its setup guidance accordingly.

Clone, then prune

Cloning is almost always faster than building fresh. Clone the closest previous cohort, then walk the weeks and update dates, names, and anything that has changed. A term's worth of scaffolding in a few minutes.

Import students

Bring students in with a CSV (id, name, email, program, campus, and so on). The importer validates each row (id uniqueness, email format) and reports success or failure per row, so a bad line does not silently drop a student.

Archive

When a cohort is finished, archive it. Archiving is a two-step confirm that shows you the impact first. Archived cohorts move to their own section with all their data intact and searchable; they just drop out of the active switcher.

You cannot archive your last live cohort (the console will not leave you with nowhere to stand), and archiving the active cohort automatically switches you to the next live one.

Switch the active cohort

The sidebar shows your active cohort. Click it to switch. The whole console (inbox counts, insights, authoring) re-scopes to the cohort you pick, and a toast confirms the switch. Your choice is remembered, so the console opens where you left off.

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