Create or edit a project course

  • Updated

Who can use this feature?

  • Platform Administrators, Platform Owners, and Group Admins can create new projects.
  • All users who are assigned to a project team can edit and contribute to the project.
  • Available on the Champion solution. Non-Champion plans have 2 projects per group.
  • Accessible only on the Web Application.

Project team members can create new courses or edit existing courses through the project outline.

Add a new course

Creating a new course from the project:

  • Links the course directly to the project.
  • Allows the project team to add reviewers.
  • Limits authors and co-authors to project team members.

There are two parts to creating a new course from a project:

Add a new course to the project outline

First, the project lead or another team lead needs to add the course to the project outline:

  1. At the top of the homepage, click Projects.
  2. In the list of projects, click on a project.
  3. In the CREATE section, below the list of existinc courses, click puzzle.svg Add new course.
  4. Enter a course title.
  5. To the right of the course title, click + Assign course.
  6. Select an author from the project team members.
  7. At the bottom right, click CONFIRM.
  8. (Optional) Click calendarCheck.svg Add a deadline to your course and click a date.
  9. Click SAVE.

After that, project team members can add optional project items.

Create a new course from the project outline

Once the course is in the project outline, the author can create the course:

  1. At the top of the homepage, click Projects.
  2. In the list of projects, click on a project.
  3. In the CREATE section, at the bottom right of a course with the label Course not created, click CREATE COURSE.

Users with author permissions on that course can now edit it and assign reviewers. To view/edit the course, click eye.svg See course to the right of the course title. 

Add an existing course

To add an existing course to a project, the course must belong to the project group or be shared in the group's Catalog or Library. 

Adding an existing course to a project:

  • Links the course directly to the project.
  • Allows the project team to add reviewers.

First, the project lead or another team lead needs to add the course to the project outline:

💡 Whoever adds the existing course will show up as the course author in the project. You can not change the user, so we recommend the team member who is overseeing this project course add it themselves.

  1. At the top of the homepage, click Projects.
  2. In the list of projects, click on a project.
  3. In the CREATE section, above the subsection Resources, click penPaper.svg Add existing course.
  4. Select the course and click Add.

After that, project team members can add optional project items.

Add optional project items to course sections

Once a course is part of the project outline, team members can add optional project items.

Add a Course Outline

  1. At the top of the homepage, click Projects.
  2. In the list of projects, click on a project.
  3. In the CREATE section, click on the name of a course.
  4. Below Course Outline, click ADD ITEM.
  5. Enter a short description, then click outside the field or hit the Enter ↵ key.
  6. (Optional) Click userPlus.svg and choose a team member to delegate the course activity.

To delete an item from the Course Outline, click bin.svg on the right.

Add a Task

  1. At the top of the homepage, click Projects.
  2. In the list of projects, click on a project.
  3. In the CREATE section, click on the name of a course.
  4. Below Tasks, click ADD TASKS.
  5. Enter a short description, then click outside the field or hit the Enter ↵ key.
  6. (Optional) Click userPlus.svg and choose a team member to delegate the course activity.
  7. (Optional) Click calendarCheck.svg and click a date to set an activity deadline. 

To delete an item from the course Tasks list, click bin.svg on the right.

Check out our blog for more L&D resources.

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