Organising block templates and courses
Oct 19, 2018
Hi, I work for a large consumer goods company and develop training courses accros multiple brands. Is there a way to group block templates into categories as we will potentially have many templates repeating with different colours ect.
This will also be relevent to how we can organise and view courses on the home page, with potentially hundreds of course on the horizon, we need to be able to organise things better. Always reverting to the "All Courses" folder is frustrating. A better home page with capacity for larger organisations to navigate easier could really help.
15 Replies
Hi Matthew,
It sounds like you'd hope to organize Templates into folders? Although that's not a current setup in Rise, you can quickly search by author or keywords:
In the Rise folders, you'll always default to the All Courses Folder, and then you can choose to look within a particular folder. I'm also a fan of keyboard shortcuts and use CMD +F on my Mac to bring up a search bar - that way I can search my courses based on a title.
I know a few other folks have asked for additional improvements to the Folder set up in Rise (and Review) so I'll include this discussion as a part of those requests! I'll keep you posted here with any updates.
Thanks Ashley, this could help.
Also just a back note for the main folder or course organisation. It could be handy to add some categorisation checks for each course. i.e. Working / Draft, Active, Proposed....?
This might be a way to help provide additional information about each course and its purpose or status.
Thanks for the idea, Matthew! I'll pass it along!
Hey, I was just looking into this topic myself for some tips and found this discussion. I would like to agree with the points made by Matthew and I really like the suggestion to add the categorization checks e.g. working/draft... great idea and I would love to be able to use that!
Thanks, Jo. We're tracking requests for folder improvements in Rise 360, so I'll add your thoughts. We'll post an update here if we make any changes!
I really think having folders to organize custom block templates is a NEED, not a want at this point. We have multiple departments creating their own templates and now we just have too many to sort through. The search method mentioned above is ok but dependant on a lot of things out of my control. The ability to create a folder for each department would save so much time and stress! Please add my thoughts to your "requests for improvements" and add a million exclamation points to it, please.
^ Definitely agree with Sam on this. My team is working on several eLearning modules with different concepts and it would be a lot more efficient if we had folders for different templates. Please add this feature!
100% Agreed with Sam on this. This is a NEED. If I make a new course, I should be able to specify which block templates the course can 'see' -otherwise you're constantly haunted by templates I'm not using for the current project, but don't want to delete in case I need I go back and make updates in the future.
Also... what about a hotkey to bring up the templates related to this course? It seems crazy to me that my own templates aren't in the quick access block bar down the bottom. Instead I have to click All blocks > Block Templates > Scroll down and find my template > Click to add the template! If our templates were in the quick access toolbar and I could reorder them as needed this 4 step process could be reduced to a single click!
I'll add my vote for being able to organize block templates in folders.
I also like the idea for having something to better organize/recognize courses. FYI: I just put in a suggestion to add an "Identifier" or "ID" field to each course. Here's how I envision it:
The ID field could default to be the same as the title (for those who like seeing the title). But the field's text should be editable for those of us who want to specify versioning, ownership, dept, and/or other info.
So, for example, instead of seeing a title like "Our Company's Code of Conduct: Maintaining an Ethical and Safe Environment," I might see something like "Code 2022 draft 1 Judy."
Thanks for chiming in here with what you need and sharing why it would help! I'm tagging this discussion so we can let you know if we add the ability to organize your block templates into a folder structure.
100 percent Agreed with Sam on this. This is a NEED. Assuming I make another course, I ought to have the option to indicate which square formats the course can 'see' - in any case you're continually spooky by layouts I'm not utilizing for the current undertaking, however don't have any desire to erase on the off chance that I want I return and make refreshes from now on.
Too... shouldn't something be said about a hotkey to raise the layouts connected with this course? It appears to be insane to me that my own layouts aren't in the speedy access block bar down the base. Rather I need to click All squares > Block Templates > Scroll down and track down my layout > Click to add the format! Assuming that our layouts were in the speedy access toolbar and I could reorder them depending on the situation this 4 stage cycle could be decreased to a solitary snap!
Hello, I was simply investigating this theme myself for certain tips and tracked down this conversation. I might want to concur with the focuses made by Matthew and I truly like the idea to add the classification checks for example working/draft... extraordinary thought and I couldn't imagine anything better than to have the option to utilize that!
This is a HUGE NEED. This is one of the MOST FRUSTRATING things about Rise. I have a team that runs from 5-10 IDs, and we like to share block templates for some things. Different projects require different block templates. If we could create folders, like we already have access to, in the Content area, it would make life so much easier. Having to remember what we called a block template and search for it is crazy. If each course could have its own folder of customer templates, it would be brilliant! Having to go through everyone's templates for hundreds of projects is crazy!!!!
100% agree this is a NEED. Given the number of templates we use, the "search" method relies on everyone across multiple teams using the same naming conventions, and what do you do when a block doesn't really fit into one of the predetermined category, or you don't know the name of the creator since they're no longer with the company? If we can organize courses into folders, why can't we organize block templates?
This is definitely a need. And if there could be a just a slight increase in the character limitation. I work in a medical company so sometimes abbreviations do not work in titles.