Once your programs and cohorts are set up to reflect your organization's structure, you're ready to assign templates. If you need help learning how to build a template, please refer to this article.
Templates can be applied to programs or cohorts and include tasks (action items) and resources (non-action items). To apply a template, you will need to set the duration, add time-sensitive dates and add availability dates (optional).
How to Assign a Template to a Program or Cohort
Step 1
To assign a template to a program or cohort, navigate to the "Programs" tab and select "Assign Program Template" (program-level) or "Assign Templates" (cohort-level)
Step 2
Select the template that you want to assign to the program or cohort and click Save & Continue.
Step 3
Select the Start Date and End Date that you want this content to be active and available for your users to review. This creates the duration of your template experience. You will be able to set specific due dates and availability dates on the next page.
Step 4
Add Due Dates for time-sensitive tasks. A few things to note:
You will be prompted to enter one due date for all tasks by default, but you can set individual due dates by clicking "Set custom due date for each task" (see highlighted screenshot below)
There may be resources that are time sensitive but don't necessarily have a related action. By clicking on the "Resources" tab, you'll be able to set due dates for any time-sensitive resources. All time-sensitive resources will be hidden until that date.
You can also set availability dates for your tasks if you don't want them all available at once. To do so, click "Set custom due date for each task" and then select "Add availability date."
Step 5
Once you've added due dates for your tasks and resources, click Save & Continue.