1
Choose New session
Start from Calendar when you need to create the internal FORT record for a meeting or delivery event.
Calendar → New sessionCalendar · Sessions
Create and manage a session
Use Calendar to keep the FORT session record aligned with the people, program, and work it supports.
Path:Calendar → new session → details → participants → readiness → save → confirm meeting
2
Enter the session details
Set the title, program, cohort, start time, end time, capacity, and any readiness details. Use the correct timezone and cohort.
Title · program · cohort · time · capacity3
Add participants and related work
Choose the people who should appear on the session and connect related assignments or work when the session is part of a larger delivery step.
Participants · related work4
Check readiness before saving
Read the readiness message. Fix missing details before saving so the session record is useful to the people who rely on it.
Review readiness → Save5
Confirm the actual meeting separately
A session saved in FORT is an internal FORT record. Confirm the actual Calendly booking or Zoom meeting in the connected scheduling service.
FORT record ≠ external bookingIf someone cannot see the session: check their organization membership, role, program placement, cohort membership, participant list, and permissions.