How to create a course template

1. Go to Library > Course Templates.
2. Select the option to create a new course template.

3. Enter a name for the course template.
4. Add a description if needed.
5. Save the course template.
6. Open the course template and add the modules, activities, resources, and other content you want to include.

Use material from the Library

You can create material directly in a course template or use existing material from the Library.

Using Library material is useful when the same material should be used in several course templates.

For example, if the same survey should be included in multiple course templates, you can create the survey in the Library and then use it in each relevant course template.

How to manage a course template

Go to Library > Course Templates and open the course template you want to manage.

From the course template overview, use the option that corresponds to what you want to change:

• Edit Course Template – update the course content, including modules, activities, and material.
• Catalog Settings – manage how the course is presented in the catalog, including its image and description.
• Settings – manage general settings for the course template, including expiration settings.

Catalog Settings

Open Catalog Settings when you want to change how the course is presented in the catalog.

From Catalog Settings, you can:

• Change the catalog image.
• Update the catalog description.

Save your changes when you are finished.

Settings

Open Settings to manage general settings for the course template.

For example, you can configure Expiration days to control the course expiration period.

1. Open the course template.
2. Select Settings.
3. Find the expiration setting.
4. Enter the required number of expiration days.
5. Save your changes.

How to update course material

How a change affects projects depends on what you update in the course template.

Update material in existing projects

Changes to the following material types are reflected in projects based on the course template:

• Image
• Quiz
• Survey
• Video
• Web link
• Document
• Flashcard
• Checkpoint

Important: Edit the existing material if you want the change to be reflected in projects that are already based on the course template. Do not remove the material and then add a new item in its place.

For example, if you want to replace an image, open the existing image material, edit it, and upload the new image there. If you want to update a quiz, open and edit the existing quiz instead of deleting it and creating a new one.

Participant completion status

Important: Updating material in a course template does not reset a participant's existing completion status.

If a participant has already completed an activity, such as a quiz, and the material is later updated through the course template, the participant will remain completed for that activity.

The same applies to the course. If a participant has already received the status Completed, changes to the course template will not reset that status.

Changes that only affect future projects

Other changes made in a course template only affect projects created from the template after the change.

If you need content that can be maintained centrally and updated in existing projects as well, consider using reusable modules or activities.

For example, reusable modules or activities may be more suitable if you have text content that needs to change over time across existing projects.

Reference information