Check progress
Before a cohort opens, its People list shows who’s expected to join. After it opens, the roster shows who’s joined and their progress through per-person tracks. Open a cohort track’s run to check its shared steps.
Per-person tracks can continue after a cohort shows Done. A cohort with no members doesn’t open a channel or start tracks.
Add, move or exclude people
Open the cohort’s People list or its own page. You can manage members while the cohort is Scheduled or Active.
Use Move if someone already belongs to another unfinished cohort in the same program. They can belong to cohorts in different programs.
A future hire can’t be placed in a cohort whose intake ends before their employment start date. Their activities and channel invitation wait until their own start date, even if the cohort is already active. Messages already sent to the group aren’t resent.
How automatic placement works
How automatic placement works
Doozy uses each person’s start date and the program’s membership filters to choose a cohort.
- A late addition joins the matching cohort if it’s still active. If that cohort is done, they join the next available cohort.
- Start dates in a schedule gap fall forward to the next cohort. Dates before the first cohort aren’t included automatically.
- People you add or move manually keep that placement when their start date or the schedule changes, unless you remove their cohort.
- Excluded and deactivated people aren’t automatically added.
Change the schedule
Select an upcoming cohort’s Intake dates to change its first and last day. Dates use the program’s time zone. Moving the first day also moves when its channel opens and tracks start. You can only change dates for cohorts that haven’t started.
People added automatically are reassigned by start date when boundaries change. People added manually stay in their cohort unless it’s removed; then they move forward. Splitting keeps manually added people in the original cohort.
To change the recurring schedule, open Edit cohort program. Changing its cadence or weekday rebuilds upcoming dates, including your manual date edits and removed intakes. Cohorts that have started keep their dates.
You can also switch between By start date and Add manually. Existing placements stay; the new setting controls how future people are added.
Share the channel link
Copy a cohort’s channel link from its page or the program’s schedule.- Automatically created channel: you can copy the link before the cohort opens, but the channel is created on its first day.
- Linked channel: the link works immediately because the channel already exists.
Pause or archive a program
For automatic programs, resume before the paused cohort’s intake closes to let it open. If the whole intake passed, add affected people to a cohort manually.
End a cohort early
Open the cohort and select End cohort. This requires editor or admin access. Ending marks it Done and closes its intake. Existing members’ tracks keep running unless you select the option to stop running tracks. Its Slack channel stays open.Fix a problem
Program admins and facilitators receive Slack alerts for failures that need attention. Individual channel-invite refusals appear on the roster without a DM alert. If a problem persists, contact Doozy support.