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Creating a new pathway
Dan Iten avatar
Written by Dan Iten
Updated over 2 years ago

Navigate to Build Training from your Organizational Dashboard, and select the course where you want to include a download.

Click on the Pathways tab and select the Create button.

Next, name your pathway and hit Create Pathway.

Get started by selecting the plus button to add an existing course, an email, or create a new course. Email notifications allow you to guide people through a pathway, giving them a pat on the back when they accomplish milestones in training, or even giving them an Easy Link that they can redeem to assign the next pathway when they finish this one.

After you have created your pathway courses and emails, you can rearrange them as needed.

Each course you add will only be revealed when the previous course is completed. This way you don’t overwhelm your people with 20 courses at one time and instead, they complete it in bite-sized pieces.

Emails in between training allow for a high-touch component to training while the workflow format is a high-tech approach.

If you place an email at the beginning of the workflow, that email will be sent as soon as the workflow is assigned. If you place an email after a course, it will be sent as soon as the previous course is completed.

On the left side of your screen you will also see our pathway toolbox that will allow you to do the following:

Settings - change the name and description of the pathway

Publish - make your pathway searchable and assignable to your people

Assign by Easy Link - this will give you a URL you can send to your people to assign them the pathway

Assign by Email - use this to email the pathway to people in your organization

Copy - this allows you to copy the current pathway to edit into a new one

Try it Out - click this to see how your pathway will look to your people

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