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Organization templates for courses

Create a course template that can be used by all members within your organization as a starting point for new courses.

María Isabel Zuleta Zapata avatar
Written by María Isabel Zuleta Zapata
Updated over a week ago

To save time and make the course creation process easier, organization admins can create course templates from existing courses. These templates can then be used by all organization members when creating new courses.

Note: This feature is available for Team and Enterprise plan users. Only organization owners and admins can create organization templates.

Once a template is created, it becomes available to all authors under the Use a template option in the Home page and + Create course button.

Click on the tabs below for more information.

How to create an organization template

You can create an organization template either from the Organization courses section in your Course Dashboard or from your Organization settings.

  • To access from the Course Dashboard: Courses tab > Organization courses > Manage > Organization templates

  • To access from Organization settings: My Organization tab > Gear icon > Organization templates > Manage templates

Then, follow the steps below:

1. If you're creating a template for the first time, click Select courses to proceed:

If you already have draft or published templates, click Add templates:

2. Choose the course you’d like to use as a template for your organization members.

  • You can select from your own courses or from the organization's courses.

  • Use the Tags filter, Authors filter (if using Organization courses), and/or the Search option to quickly find the course(s) you need.

Once selected, click Create templates:

Note: The course template is an independent copy of the selected course. Any changes you make to the original course will not affect the template.

3. You can adjust how the template is displayed by clicking Settings on the template card.

  • You can update the course thumbnail, title, and add a description to give authors more information about when to use the template:

4. When you’re ready, select the course by checking the box in the top-left corner of the template card. Then, click Publish templates to make the template available to your organization:

How to edit and delete an organization template

Edit a template's content or design

If you need to edit the course content or design, you’ll need to make those changes in the original course that was used as the base for the template (or use another course as a new base).

Then, delete the existing template, add it again from scratch, and publish the new version.

Modify the title, description, or thumbnail of a published template

If you only need to edit the template title, description, or thumbnail of a published template:

  1. Unpublish the template.

  2. Switch to the Not published tab.

  3. Click Settings on the relevant template card and make the necessary updates.

  4. Once ready, select the template and publish it again.

Delete or unpublish a template

To completely remove a template (both from published templates and drafts):

  • Select the template and click Delete.

To unpublish a template while keeping it as a draft (under Not published templates):

  • Select the template and click Unpublish.

How to use an organization template

Any author in an organization can use available organization templates when creating a new course.

You can access organization templates from the Home page under the Popular templates section, or by clicking the + Create course button and selecting Use a template:

  1. After selecting Use a template, the available organization templates will appear under the Organization templates section.

  2. Authors can Preview the template or start working with it immediately by selecting Use this template.

  3. The selected template can be used as a base, and authors can make edits and changes as needed.

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