Courses give your workspace a shared place for training. A course contains an ordered list of lessons; each lesson can include a video, written notes, and links to useful files. Use it for repeatable instructions that teammates can revisit without searching through conversations. For the steps of delivering work to one client, use fulfillment checklists instead.
Create a course#
Workspace owners and admins can create and edit courses. Other members read published courses rather than authoring them. If New course is missing, check your workspace role before looking for a hidden creation control.
- Open Courses and choose New course, or start one from Quick actions. The course opens as an Untitled course draft, ready to edit.
- Set the course title and a short description of what it covers.
- Choose Add lesson to create the first lesson, then replace Untitled lesson with its real title. For each further lesson, type its title in Add a lesson… and choose Add; new lessons join the end of the list.
- Use Edit when returning to an existing course. Drag a lesson’s reorder handle to change its position.
Changes save when you leave a field. A course or lesson always keeps a title: clearing the title field doesn’t save, and the previous title stays. Course and lesson titles can be up to 120 characters, a course description up to 2,000, and a lesson’s notes up to 20,000.
Add lesson material#
Select a lesson from the list. Add a YouTube, Vimeo, or Loom URL starting with http:// or https:// in Video link; each lesson holds one video. A link from any other site, or one without http:// or https://, shows “Only YouTube, Vimeo or Loom links can play here.” and isn’t saved. If a supported link doesn’t contain a video ID, you’ll see an explanation while editing and readers won’t see a video, so paste the video’s own page or share link. The video remains hosted by its provider, so check that your intended viewers can access it there.
Use Notes for readable instructions with headings, bullets, and links. Notes is a plain text box that readers see formatted: start a line with #, ##, or ### for a heading, - for a bullet, or 1. for a numbered step, followed by a space. An image line () doesn’t display images hosted on other sites, so link to the image instead. Wrap words as **bold**, *italic*, or ~~strikethrough~~, write a link as [label](https://…), and leave a blank line between paragraphs; a single line break is joined into the same paragraph for readers. Only links that start with http:// or https:// become clickable.
Under Files, enter a label and an HTTP or HTTPS URL, then choose Add (or press Enter in the URL box); Add stays unavailable until both are filled. A URL that doesn’t start with http:// or https:// shows File links have to start with http:// or https://. and isn’t added. These are links to resources, not a course-file upload form. Make sure the destination’s sharing settings allow your teammates to open it. Readers see each file as a link that opens in a new tab; use the remove button beside a file to take it off the lesson.
Publish for your workspace#
Choose Done to leave editing mode and review the lesson as a reader. When the course is ready, choose Publish. Draft courses are visible to owners and admins; publishing makes the course available to workspace members. Until then, a Draft tag shows on the open course and on its card in grid view.
Use Unpublish to return it to draft. Members can no longer open it; a member following an old link sees This course is gone. This is workspace training, not a public course storefront: publishing is not a way to distribute lessons to anyone with a public link.
Read and maintain courses#
Search Courses by title or description, sort the collection by Newest first, Oldest first, or Name A–Z, and switch between grid and list layouts; the list adds Lessons, Created by, and Added columns. Members only see published courses, here and in Quick actions, which finds courses by title. Open a course to select lessons from its curriculum; the arrow keys, Home, and End move through the lesson list. Recheck videos and linked files when updating training: publishing a course does not change access permissions at those external destinations.
The course interface is for reading and maintaining lessons. Do not rely on it for learner enrollment, completion tracking, quizzes, or certificates. Remove lessons or delete a course only when you no longer need that material in the workspace.
Owners and admins can open a course’s menu on the Courses list to Duplicate it: the copy is a draft with “(copy)” after its name and includes every lesson with its video, notes, and files. Delete is in the same menu and at the top of an open course. Confirm with Delete course and the course and every lesson in it are removed for everyone, with no undo. In editing mode, a lesson’s remove button asks you to confirm with Delete lesson. Cancel or Escape keeps the lesson. Confirming removes the lesson for everyone, with its notes, video link, and file links, and can’t be undone. The videos and files it links to aren’t touched.