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Create and Edit Lesson Templates
Create and Edit Lesson Templates

Streamline lesson building while promoting quality and consistency, even at scale

Michael Hughes avatar
Written by Michael Hughes
Updated over a year ago

In This Article


About Lesson Templates

Banish blank-page anxiety: use templates to jump start the creative process! Templates streamline lesson building, giving creators pre-built content they can easily modify to suit the needs of a given project.

Templates also help teams establish principles about the way training programs should be designed and managed, ensuring that downstream stakeholders adhere to brand requirements and best practices.

The result? Faster lesson creation, more training deployments, and the ability to create high-quality content at scale.

Before You Begin: Admins can create and edit lesson templates, and extend this permission to users in standard and custom roles. Permission to create templates is otherwise disabled by default.


Create a Lesson Template

On the Content page, select Content Library.

Select the Lesson Templates tab, and then New Template.

Enter a title and description to help users find the template and understand its purpose, and then select Create Template to launch the template builder.

The template builder is like the lesson builder. Except for eLearning sections (aka SCORM files), you can use all of the elements and activities that constitute the lesson-building toolkit.

In the template builder, select the ellipses icon to:

  • Edit template details, i.e., update the title and description

  • Add cover and background images

  • Archive the template

At any point in the building process, you can select Preview to see your template from a learner's point of view.

You can't publish, assign, or display templates in the Learn tab; but you can move templates from draft to active status when they're ready to be used. To make a template active, select the dropdown menu in the template builder, and then select Active.

A green banner displays, confirming that your template is now active and available for lesson creation.

When a template is active, its contents are locked in place, preventing inadvertent alterations. Creators can edit the template in the lesson builder, but they cannot edit the template itself unless you revert it to draft status.


Manage the Template Library

In the library, you can review the following details about your templates:

  • Title

  • Status, active or draft

  • Number of lessons created from the template

  • Last-edited date


Use a Template to Create a Lesson

Users with permission to create and edit content can create lessons from templates. To do so, you must have at least one active template in your account.

On the Content page, select New Content โ†’ New Lesson to open the template picker. Select a customizable template or build a new lesson from scratch.

Mouse over each tile to Preview or Use a template, or select Manage Templates to launch the template builder.

After selecting Use, begin creating your new lesson. Enter a new title and description, and then select Create Lesson. Your template loads in the lesson builder where you can modify the lesson as usual: by adding, editing, or removing sections and elements.


Convert Lessons to Templates

You can convert an existing lesson into a template from the lesson's overview page. Select Save as Template from the command menu.

The lesson title and description are imported automatically. Edit these as you wish, and then select Create Template.

This option is only available to users who have permission to create templates. Lesson sections that include eLearning files cannot be templatized at this time.


Frequently Asked Questions

Q. Can all of my content creators use templates to create new lessons?
A. All users with permission to create and edit content can create lessons from a template.

Q. Can I decide which users create or manage templates?

A. Yes. Admins can always create and edit lesson templates, and they can extend this permission to users in standard and custom roles. The permission to create templates is otherwise disabled by default.

Q. Do templates inherit settings from the lesson overview page?

A. No. Other than lesson description, background image, and cover image, templates do not include overview page settings.


Questions? Contact the Support team at support@lessonly.com

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