Using and Creating Templates to reuse learning design approaches
Admin
Updated:
January 29, 2025
Overview
By the end of this article you will be able to create templates that contain reusable learning designs. These helps you to reuse a series of learning content / activity items from one learning experience into a template collection, for reuse across future learning designs.
Templates are used for consistency and time saving when creating multiple programs, trainings and courses. They help to share approaches for learning, training and teaching, especially within teams. Templates enable you to reuse any part of one design into any other design, with a quick and easy way to collect, store and share these - for yourself and with your team. Templates are best used for implementing tried and tested approaches across different program, course or training.
Contains
Templates - where to find them, browse the existing collection and use them in your learning designs.
Creating a template - how to prepare, create and share a template.
Terminology
Template - the presentable form that helps to store, share and reuse learning design patterns.
Section - a series of items from a learning design that forms the basis of your template.
Ready? Let's reuse our best learning designs 💪
Using existing Templates
Step: Navigate to the Templates page
Browsing all public templates
Step: Browse the Templates by Category
Browsing the global, shared templates available for immediate reuse
Step: Review the learning items within a template
Each template will display the content included (shown here, in purple)
Step: Check the guidance and extra information
The global shared templates have commonly answered questions and key information about what will be added
Step: Select the Template for your learning design
Finally, if you wish to use this template - select the design to add it into.
Step: Extend the Template from within your learning design
Template items are added as a new final section within your learning design. Then you can move and modify it.
Creating your own Templates
Step: Create a repeatable set of learning design items
Creating content and activities that are designed for reuse
Step: Select the items for the Template
This selection of pre-workshop activities is selected to create a template
Step: Select the 'Make template' icon
Selecting the make a template icon on the left-side toolbar.
Step: Complete the information needed for a new Template
The new template form information will be shared when browsing the template (for you, and others you share with)
Step: Set the visibility to others & select the best category (or make a new one)
Setting the visibility / permissions and the template category
Optional: Provide some searchable Tags for your Template
Adding tags helps with discovery as your collection of templates builds up
Note: Add one tag at a time!
Step: Review your Templates from your 'My designs' area by selecting 'Show all templates (x)'.
Selecting 'Show all templates' will show all templates in 'My designs'
Step: Update your template details such as Name or Description by selecting the Design details icon
Selecting the 'Edit details' icon for any selected template
Step: Editing the Title or Description
Editing the title - this is shared to all with permission to see your template
Editing the description
Step: Browse to Templates and then find your template to edit the Guidance, sharing and category
Update the Permissions for viewers and the category.
Hint: You can also edit your Template categories via the Team page (Pro and Teams plan only).
Next steps:
1. Review the details and update if needed
2. Try your Template in a new Design
3. Share it with colleagues to use in their Designs
