FORT Help Center · Task guide

Use FORT to move people through the work.

Follow the job you are trying to do: onboard someone, review intake, run a program, work your queue, or fix a blocked step.

Start here:Choose a job below, then follow the numbered steps.
New person

Onboard someone

Invite them, send the right forms, review intake, place them, and confirm what happens next.

Triage

Process submitted intake

Read answers, choose the program and cohort, save the decision, and assign the guide separately.

Program setup

Set up and run a program

Configure the program, cohort, forms, team, roster, assignments, delivery, and account access.

Daily work

Work your queue

Find calls, messages, people, and assignments, then leave the next person a clear update.

Sessions

Create a session

Set the details in FORT, connect the related work, and confirm the actual meeting separately.

Access

Invite and fix access

Set organization membership, role, invitation status, program placement, and permissions in the right order.

How FORT is organized

HomeSee what needs attention and jump into the next task.
PeopleOpen the full record for a person: progress, intake, billing, sessions, assignments, notes, and activity.
ProgramsSet up the program and cohort work that people move through.
WorkboardFocus on the work connected to your people, calls, messages, and assignments.
AdminManage organization setup, access, email, payments, connections, and automations.

When something looks wrong

  1. Check the selected organization.
  2. Check filters, status, and permissions.
  3. Confirm the person’s organization membership and role.
  4. Check program placement, invitation status, and guide assignment separately.
  5. Refresh only after the other checks.

New to FORT?

Start with the first-visit walkthrough, then use the onboarding checklist for your first person.

FORT Help Center · Open FORT