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How to create a template course for your organisation
How to create a template course for your organisation

As an author you can flag a course as a template so other authors in your organisation can use it.

Christine Nicholls avatar
Written by Christine Nicholls
Updated over a week ago

Templates can be a useful tool to reduce repetitive work and also help ensure a consistent look and experience. As an author you can mark a course as a template to allow it to be displayed on the Templates tab for all your organisation's authors.  

How do I create a template?

There are a couple of ways you can do this. 

Make a course a template from within the course

When editing a course, select Course settings.

Screenshot showing Course settings selected in the horizontal menu.

Set the Template course toggle button to On.

Then Save.

Note: To make a template available to other authors it must be published. Under construction versions will not be visible.

Make a course a template from the Create dashboard

On your Create dash, select  + Add a template.

Screenshot of Create dash, with  "+ Add a template" as the first item under that tab.

Search or scroll to find the course you want to make a template. You can search by the course name or a ContentID. Only courses you are an author on will be available.

Screenshot showing the search option when adding a course to be a template.

Select your course, then Add. All authors in your organisation will now see this course on under the Templates tab.

As an author of the course, you will see the course on the Templates tab and the Content tab.

Note: If you duplicate a course that you have made a template, it doesn't retain the On template toggle.

How to edit a template course

You may want to make updates to your template from time to time. You can edit the base course (under Content) and republish for your changes to flow out to the template. Once published you'll see the Last published date will be updated at the bottom of the template card.

Note: When you republish, the updates you've made will not be retrospectively applied to courses made based on earlier versions of the template. 

How to remove a course template

You might want to remove or replace a course template. There are a few different ways that  you can do this.

Delete a template from the Create dash

Find the template you want to remove from the Templates tab.

Select the trash can icon on the top right-hand side. This template course card will be removed and no longer be visible to authors.  

Note: This course will still be available to authors of the original course on their Content tab.

Toggle off the template option when editing a course

When editing a course, select Course settings.

Set the Template course toggle to Off, then Save.

Publish the course.

Archive the course

If a course that is a template is archived by an author this will also remove it from Templates tab.

What should I put in my template course?

For advice and ideas on what to put in your template, check out our article What should go in a template course?


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