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How to Use Course Templates

Save time by using Connecteam's course templates and customizing them to fit your needs

Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated over 3 months ago

Employee training is the cornerstone of a professional workforce and a successful business. Connecteams Courses feature helps you create and deliver any type of training for your teams to complete from anywhere directly from their mobile phone or computer with no logistics involved.

With our new Course Templates course, creation has become so much easier. The templates offer you a premade course that you can edit and customize to meet your company's training needs, ultimately eliminating the more time-consuming task of creating a course from nothing. Whether you are looking for onboarding, safety, sexual harassment, first aid, or more, Connecteam's course templates have something for you!

How to Find the Courses Templates

To find course templates, create a course by going to courses and clicking on add new. If needed name the course and assign it to a segment, then choose "use a template." Here you are presented with all of the course templates.

How to Edit a Template

Once you selected a template, you will need to edit it to match your company's needs. To do so hover over the team and click on the pencil icon. Here you can customize the content inside that item. If there is an item that is not relevant to your company training you can use the trash can icon to delete it. Take a look at how this looks below.

Want to learn more about why training and development should be one of your top priorities? Take a look at our best business practices, where we give you resources to learn how to run your business. To learn more about the courses feature click here.

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies in under 5 mins to ANY question.

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