Starting Guide to Courses

Courses are an easy way to create and deliver a digital type of training or process for your team which can be performed from anywhere and at any time. When using Connecteam's courses feature, there is no need to gather teams. You can deliver any type of training for your teams to complete from anywhere directly from their mobile phone or computer, with no logistics involved!

The course's feature is incredibly flexible and can be used for onboarding new employees, safety training, procedures, and any other needs you can think of. The options are endless!

In this article, we will go over

To create a course, navigate to the + Add a Feature button on the left sidebar and add the courses category. Press activate and name the course. In the example below you can see I created a course category called “Onboarding.”

After creating a course, you will need to add sections and objects inside those sections. The purpose of sections is to divide your course into categories. If your course contains different topics such as Explanation, Introduction, or Understanding customer needs, then using sections will separate these topics into categories and keep information organized.

💡Tip: After creating the first course, you can always create new courses inside the courses category by using the add new button.

Objects are the material you will include in your course. For example, these can be documents, videos, quizzes, forms, and much more! Take a look below at all the options for objects Connecteam offers when creating a course.

To add an object simply select the + add object button and select the object type. Then take the relevant steps to finish adding the object. In the example below you can see I added a text object and a welcome message to anyone beginning the onboarding course.

To learn more about creating a full course from start to finish, step by step, take a look at this article.

💡Tip: A lot of creating a course is planning. Before designing your course in Connecteam, we recommend considering the material types you want to include. Note that you can always save your courses in draft mode and only publish them when they are ready!

Once, you have finished creating the course and published it to the relevant users, you can share the course in company emails or presentations using the course link. When a logged-in employee clicks on the link the course will automatically open. If you assign employees to multiple courses this is a foolproof way to make sure they complete the correct one.

To copy the course link, enter the relevant course and click on the hyperlink icon next to the course title.

After creating a course, you can create segments and courses within segments. This allows you to group courses into different categories. For example, if you have a restaurant, you could create a segment for Waiters and Managers, and inside these segments you can create and group courses relevant to each group. To add a segment click on the + Add Segment button. In the example below you can see that I have created two segments one for managers and another for waitresses with different courses in each segment.

In this article, we gave you an introduction to the course feature, and we discussed the benefits of using digital onboarding both for managers and employees. We went over how to activate the courses feature, how to add a course, how to divide it into sections, what type of objects can be added to a course, and how to add them. Below is a list of resources that can help you get started building your next Course!

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.

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