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How to add a People Finder to the course menu
How to add a People Finder to the course menu

Make it easy for users to connect with colleagues.

Dennis Vos avatar
Written by Dennis Vos
Updated over 2 months ago

📌 Note: We recommend to use Google Chrome to ensure an optimal experience when using AppicalNow.

Overview

This tutorial will guide you through the steps to add a People Finder to your course. The People Finder is a powerful feature that allows new employees to search for colleagues and learn more about them. It displays essential information such as name, function, department, contact details, and even links to social media accounts. Additionally, important individuals who may not use AppicalNow can be manually added by Admins or User Managers.


Steps to Add a People Finder Page

Access your course

  1. Click on 'Courses' in the left-hand menu.

  2. Navigate to the desired course and click on the 'Editor' button in the bottom left corner.

Create a new menu item

  1. In the course editor, click on 'Menu Items' to open the menu configuration.

  2. Enter the desired name for your People Finder and select 'People Finder' from the dropdown menu.

  3. Click 'Add' to save your new menu item.

Add People to the Finder

  1. After creating the menu item, click on 'View' next to the People Finder you just created.

  2. Click 'Add Person' to add a new person to the People Finder.

  3. Fill in the fields with the person’s details, such as first name, last name, department, phone number, email address, and a brief description.

  4. Upload a profile image for the person.

  5. Click 'Create' when you are finished adding the person.

Categorise People

  1. To organize people into categories (such as departments or teams), click on 'Categories'.

  2. In the pop-up window, click 'Add a Category' and enter the name of the new category.

  3. Click 'Add' to save the category.

  4. You can now drag and drop people into different categories to better organize the People Finder.

Reorganise and delete Categories

  1. You can rearrange categories by dragging them into the desired order.

  2. To delete a category, drag it all the way to the right, and a prompt will appear asking if you want to delete the category.

Add Tags to the People Finder

If you have different offices or large departments, it might be helpful to organize the People Finder by office or department. You can achieve this by adding tags to the People Finder.

  1. Go to the People Finder tile and click on the menu icon (three lines).

  2. Select 'Settings' from the list that appears.

  3. You can add tags for different offices, departments, or any other category that fits your organisational structure.


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