What are Courses?

The course feature allows you to create customized digital courses which your employees can complete straight from their mobile phones. Whether you are looking to create a training, read and sign a document, create an employee knowledge base, or simplify the onboarding with a process that happens in one place, it can all be done with the Connecteams Courses feature. The options are endless.

The Courses category is very flexible and allows you to create a specific process for your employees by adding sections and objects within those sections.

This article will use the example of creating an onboarding course for servers in a restaurant. Due to the flexibility of the Courses feature, these same principles can be applied to any other industry or course created.

How do I activate courses?

To create a course, add the courses category on the left sidebar. Then rename it how you would want your users to see it on their phones. We are going to call our course “Onboarding”.

After you have created your course, it’s time to start adding sections and objects inside those sections. It is important to know what order you want users to complete the material in.

Pro tip: What’s the difference between sections and objects, and why should you use sections? Sections allow you to separate objects into different categories. If your course contains different topics such as menu, responsibilities, and customer service, like in our onboarding example, then it is a good idea to use sections to separate these categories and keep information organized.

What types of objects can I include?

Before designing your course, it is important to know the types of material you want to include. As mentioned before the Courses feature gives many options to choose from when adding objects.

Let’s take a look at a few object examples from our server’s onboarding example.

Example 1: Text and Embedded Video

In our example, I decided to start the course with a text object providing a welcoming message to users and a video explaining the job of a server:

Example 2: Forms

Next, I used a form to create a checklist for my users to complete on the first day of their onboarding process. Forms include a variety of customizable capabilities and can be made either from scratch or from a template.

Example 3: A File

To make sure my employees have access to all the relevant information I added a file of the restaurant’s menu for users to download and study. In your case, this might be your company policy or any other file you want your users to view.

Example 4: Quiz

In the menu section, I created a quiz for my users to take after going over the menu. The quiz can be customized to include text answers or images. You can even adjust the quiz settings to include a passing score, randomize the question order, and much more.

Example 5: Link

In my onboarding, I found an external website that had an article on the top 10 qualities to be a great server. In your case, it could be a page on your company website or any external website you want users to visit.

Example 6: Audio Link

Since I wanted my users to hear a talk on the importance of customer service. I uploaded an audio link containing the talk. You can add an audio link to enrich your course as well.


Now that you have created your course, and published it to your users, let’s check out the different settings the Courses feature offers and the capabilities they have. The Courses settings offer two capabilities. Hierarchy and On date. We will go over each one below.

Hierarchy allows you to decide the order that your assets and objects appear. In our onboarding example, I used the Hierarchy settings to make my menu quiz appear for the user only after they went over the menu. In your course, you can also use the Hierarchy setting to choose the order in which you want assets and objects to appear by selecting either none or after previous.

The On date option allows you to set the day that the asset or object will become available to users to view. In our onboarding example, I used the On date option to set my Human Resources Asset to appear on day one of the onboarding process and the Menu on day two. These same principles can be applied to any course you create as well.

Pro tip: If your onboarding occurs by weeks, label your assets Week 1, Week 2, Week 3, etc., and set the On Date settings accordingly. Those assets and the objects inside them won’t become available to users until the start of the relevant week.

Information Gathering and Insights

So, your employees completed the course and now you want to view their entries? No problem! Connecteam's insights capability lets you do just that. You can either view the overall progress of the entire course, by clicking the overall course statistics button or check any individual objects’ progress. We will go over each option below.

To view the overall course statistics, you will click the overall course statistics button. This will show you how many users have completed the course, are in progress, or have not started yet. It also provides you with a list of each user’s individual status on the course. As you can see in the example from our server’s onboarding I have one user in progress and 3 who have not started the course.

To check the status of an individual object you have created simply click on that object. Similar to the above, you will be able to view a list of each user’s status whether they are in progress, have complete, or have not yet started the object. In our onboarding example, I choose the welcome object. In your case, it can be any object you have created.

Did this answer your question?