Learning Paths
Build structured learning journeys by grouping courses into paths.
Sometimes, a single course isn't enough to cover a complex topic. Learning Paths allow you to group multiple courses into a structured, sequential learning journey. This feature is perfect for creating comprehensive New Hire Onboarding tracks, Leadership Development programs, or progressive Certification curricula.
To manage your organization's curricula, navigate to Learning > Learning Paths in the Admin Portal sidebar.
1. The Learning Paths Dashboard
The main dashboard displays all of your active learning programs as distinct cards.
At a glance, you can see essential information for each path:
- Name & Type: The title of the path and its color-coded classification badge (e.g., Leadership, Onboarding, Compliance).
- Metrics: A quick count of how many courses are included and how many learners are actively enrolled.
- Deadline: The relative timeframe learners have to complete the entire path once enrolled.
2. Creating a New Learning Path
To build a new curriculum, click the blue + New Learning Path button in the top right corner.
Fill out the foundational details:
- Type: Select a visual tag to categorize the program.
- Name & Description: Give the path a clear, identifiable title and a brief summary of its goals.
- Deadline (days): Optional. Enter the number of days a learner has to complete all courses in the path from the moment they are enrolled (e.g., entering
30means the user has one month to finish the track). - Enforce linear progression: On by default. Learners work through the required content in order, one item after another. Turn it off to let them pick any part of the path that is currently unlocked. You can change your mind later on the Settings tab — see Enforce Linear Progression in section 5.
Click Create Learning Path to generate the shell of your new program.
3. Path Overview & Analytics
Clicking on any path card takes you to its detailed management page. The default Overview tab acts as your analytical dashboard for this specific program.
Here, you can monitor big-picture engagement:
- Top Metric Cards: Instantly view the total number of Courses, Active Learners, and Active Enrollments (since one learner taking four courses equals four enrollments).
- Enrollment Status: A donut chart showing the overall health and progress distribution of the path.
- Enrollments vs. Completions: A line graph tracking activity trends over the last 12 months.
4. Managing Path Content
The Content tab is where you define the actual curriculum.
Here, you will see the sequence learners must work through. Everything in that list is a step: a step is most often a course, but it can equally be a video, a document, a link, a rich-text page or a task. You can drag a step with the grip icon on the left to reorder the learning journey, or use the Move up / Move down arrows on its row if dragging is awkward.
Adding Courses to the Path
Click Add Step and choose Course to expand the curriculum.
An Add Course dialog will appear with two tabs:
- Organization: Search and select custom courses built specifically by your internal team.
- TechClass: Search and attach premium, expert-built courses from the global TechClass Course Library.
Select your desired course and click Add.
5. Grouping Content into Modules
Long paths are easier to follow when they are divided into stages. As in section 4, every entry in the path's content list — a course, a video, a document, a task — is a step. A Module is a named group of steps inside the path — "Week 1", "Before your first shift", "Advanced topics". Modules are one level deep: a module holds steps, and never another module. Steps that you do not put in a module simply sit on their own between the modules, in the same overall order.
Click Add Module at the top of the Content tab to create one, then give it a title and, optionally, a short description. A new module always starts as a Draft.
Module Settings
Every module card carries a pencil icon labelled Edit module. It opens Module settings, where you can change any of the following:
- Draft / Published: A Draft module is hidden from learners who are still working through the path — and so are all of the steps inside it. Nothing in a draft module counts toward their progress, and course steps inside it do not enroll anyone. Switch it to Published when the stage is ready; if it contains courses and the path already has active learners, we will ask you to confirm, because publishing enrolls those learners into the courses straight away. Two things to know about going back: switching a published module to Draft hides it again but does not cancel the course enrollments it has already created — those learners keep the courses, and you cancel them from the course itself if you want them gone. And a learner who has already finished the path keeps seeing the modules and steps they completed, badged Draft — a completed path is a frozen record of what that person did, so nothing is taken out of it.
- Required / Optional: An Optional module is visible and skippable. Its steps never block anything and are left out of the "x of y" progress counts, so a learner can finish the path without touching it. A single step can be optional in exactly the same way: every step's own edit dialog carries a Required switch, and turning it off makes just that one step skippable and drops it out of the counts, wherever it sits.
- Prerequisite module: Pick another module that must be completed before this one opens. The prerequisite has to sit earlier in the path than the module that requires it, so the dropdown offers only the modules above this one — and we refuse a prerequisite, or a reorder, that would put it later. That rule applies whether or not Enforce linear progression is on: a requirement listed below the stage it gates reads backwards to the learner either way. One more thing to know: a module with nothing required inside it — an Optional module, a Draft one, an empty one, or one whose steps have all had their Required switch turned off — counts as completed the moment a learner starts, so naming it as a prerequisite gates nothing at all. Mark at least one of its steps Required for the gate to bite.
- Unlock after (days): The module stays locked for this many days after each learner is enrolled — useful for drip-feeding a program week by week.
- Unlock date: A fixed date and time, entered in your own browser's time zone. If you set both this and Unlock after, the later of the two wins.
- Deadline (days): Shows learners a due date, counted from their enrollment. It is informational only — a passed deadline never locks a module or blocks completion.
Arranging Steps and Modules
You can drag a module or a step with its grip handle, or use the Move up / Move down arrows on any row if dragging is awkward. Modules and loose steps share one running order, so a module can sit between two ordinary steps.
Dragging has one rule worth knowing. Dropping a step on a module's title places it beside the module in the main list, not inside it — that is what lets you drag a loose step past a whole module without it disappearing into one. To drag a step in, drop it on the empty area at the end of that module's own list, or between two steps already inside it.
The dependable way in and out is the move dialog. Each step row carries a folder icon, labelled Move to another module, beside its edit and delete icons; it opens a Move Step dialog where you choose the destination — another module, or Root level to lift the step back out to the top level. Each module also has its own Add Step button, which creates the new step inside that module.
Deleting a module never deletes learning content: its steps are moved back up to the top level, and any completions learners have already earned are kept. If other modules used the deleted one as their prerequisite, that requirement is simply cleared, and we name those modules in the confirmation.
Enforce Linear Progression
The Enforce linear progression switch decides how freely learners move through the path. You meet it twice: in the New Learning Path modal when you create the path, and on the Settings tab of an existing one.
- On (the default): learners complete the required steps in order, one after another.
- Off: learners may work on any step that is currently unlocked, in any order they like. Module unlock dates and prerequisites still apply — turning this off relaxes the ordering, not the gates.
What the Learner Sees
In the Learner Portal and the mobile app, the path appears as a grouped outline: each module can be expanded or collapsed, and shows its own small progress count such as "2 of 5 steps completed". In the Learner Portal the module holding the step they are on stays open, so the outline never loses track of where they are.
A locked module is shown with the reason in plain words — Unlocks on 14 March, Complete Week 1 first, or Complete the previous step first — and so is every locked step inside it. Locked steps are never hidden, so the shape of the program is always visible, but they cannot be opened from the outline. Learners still land on the first step they have not completed even when that step happens to be locked: the step is shown as usual, and only the Mark as Complete button is withheld, with the reason beside it.
While Enforce linear progression is on, a required module that has not unlocked also holds up everything that comes after it in the path. Those later steps read Complete the previous step first — with no date and no module named, because the thing holding them up is simply their turn in the order. The date or the prerequisite that is really in the way is shown on the module header above them, which is the answer to give a learner who asks why a step they can see says nothing more specific.
The path is finished when every required step is done. Optional steps and optional modules never hold it up, and a required module that has not unlocked yet will keep the path open until it does — the learner's final screen names the module they are waiting on.
Do modules change existing paths?
No. A path with no modules behaves exactly as it always has: a single ordered list of steps. Modules are something you add when a path grows big enough to need stages.
6. Tracking Learners & Enrollments
Managing people within a Learning Path is split across two distinct tabs to give you the exact level of detail you need: Learners and Enrollments.
The Learners Tab (High-Level)
The Learners tab shows you the overall progress of the employees assigned to this path. It provides a macro-view: e.g., "John Smith is 25% done with the path and has completed 1 out of 4 courses."
To assign a new employee to this curriculum, click the + Add Learner button, search for their name, and click Enroll.
The Enrollments Tab (Granular)
If you need to dig deeper, the Enrollments tab breaks down the path into individual course records. Instead of seeing John Smith's overall path progress, you will see exactly which specific course within the path John is currently working on, and his granular progress within that specific course.
You can use the sub-tabs (Active, Completed, Cancelled) to filter this detailed ledger.
7. Path Settings
If you need to update the core details of your curriculum, navigate to the Settings tab.
- Edit Details: You can rename the path, update the description, change the Type, adjust the relative Deadline days, or turn Enforce linear progression on and off — see Enforce Linear Progression in section 5 for what that switch does. Click Save Changes to apply.
- Danger Zone: If a curriculum is retired, you can permanently delete it here.
What happens when you delete a path?
Deleting a Learning Path does not delete the underlying courses, nor does it delete the users' historical completion records for those courses. It simply destroys the "container" grouping them together.