Our Learn application offers the flexibility to establish broad Learn Categories, which serve as organizational frameworks for specific Learn Topics tailored to your team members. Learn categories typically encompass broad themes, while Learn Topics delve into specific, detailed items for your team members to review and engage with.
Learn Categories
Organizations typically begin by formulating a list of categories they anticipate to be pertinent to their Learn Topics. These categories serve as a framework for further refining and specifying the topics that may be developed within the organization.
Learn Category Examples:
Onboarding
Culture
Strategy
Leadership
Learn Categories can be added by Admin and Super users by navigating to Library> Learn Categories. On this page, the green (+) sign in the far right corner allows the ability to add new categories.
After clicking the plus sign, simply type the category name and click "Save."
Learn Topics
Once you have added your categories, you are ready to create specific Learn Topics that align with your categories.
Admin and Super users can create new Learn Topics by navigating to Library> Learn Library. While manager users are unable to create Learn Topics, they can assign created topics to their team members.
To add a new topic, click the green (+) plus sign towards the far right.
On the next page, there are several fields to complete. Be sure to include the Category and Subject as these are required fields.
Assign a category (required)
Select appropriate department(s)/ role(s) - if applicable
Subject - also the title for the topic (required)
Provide a description - additional instructions and content you would like the user to review as part of the topic.
Embed a video (optional) see below for URL converter
Here is a link you can use to convert the URL. If you have a company YouTube or Vimeo account, you can upload the videos there and get an embed code. You have the option to keep videos private, even if posted to one of these video platforms. Just be sure to make the video "Unlisted".
Add attachments (optional)
Once you have completed the information, click "Save" in the top right corner. Once your topics have been created, they are ready to be assigned to your team members.
To learn more about assigning Learn Topics, refer to this article.
View your created Learn Topics within the Learn Library table view. This view is organized by Category and then Title (Subject) of the Learn Topics. The three-dot menu beside each item allows you to either view or assign the Learn Topic.
Tips:
The Category and Department tags help organize the Learn Library but don't be afraid to add a prefix to the title for further categorization. Many teams choose to add additional signifiers such as "Mandatory" or for Onboarding topics: "Week One", "Week Two", etc.
Still need help? Start a conversation, we are happy to help.