Overview
Your onboarding content is organised into four levels: Courses, the main sections of your onboarding journey, such as Pre-boarding and Onboarding. Stories, collections of content within a course. Chapters, sections within a story that group related information. Pages, individual pieces of content within a chapter, such as text, images, videos, or questions. You can add, edit, duplicate, move, or delete Chapters and Pages directly from the Course Timeline.
Steps to manage Chapters
→ Add a Chapter
Expand the Story where you want to add a Chapter.
Click + Add Chapter at the bottom of the Story.
Follow the steps to create your Chapter.
→ Edit Chapter settings
Expand the Story containing the Chapter.
Find the Chapter you want to edit.
Click the three-dot menu next to the Chapter.
Select Settings to adjust its settings.
→ Adjust a Chapter's unlock moment
Find the Chapter in the timeline.
Open its three-dot menu.
Select Adjust Unlock Moment.
Make your changes and save them.
→ Duplicate a Chapter
Find the Chapter you want to duplicate.
Click the three-dot menu and select Duplicate.
Follow the steps to duplicate the Chapter.
📌 Note:
Duplicated Chapters retain their content and settings, including their Live/Draft status and assigned tags. Check these settings after duplication.
→ Move a Chapter
Find the Chapter you want to move.
Drag and drop to change a Chapter's position within a Story.
→ Export a Chapter (Spreadsheet file)
Find the Chapter you want to export.
Click the three-dot menu.
Select Export and follow the instructions.
→ View a Chapter in the Sitemap
Find the Chapter in the timeline.
Click the three-dot menu.
Select Show in Sitemap.
→ Delete a Chapter
Find the Chapter you want to remove.
Open the three-dot menu.
Select Delete.
Confirm the deletion.
📌 Important: Check that you're deleting the correct Chapter, as this may also remove the Pages it contains.
→ Add tags to a Chapter
You can also assign tags to individual Chapters to control which new hires can see the content within them.
Expand the Story containing the Chapter.
Find the Chapter you want to add tags to.
Click Assign tags on the Chapter.
Select the tags you want to assign.
Save your changes.
Steps to manage Pages
→ Add a Page
Expand the Story containing the Chapter.
Expand the Chapter where you want to add a Page.
Use the option to add a new Page.
Choose the Page type and add your content.
→ Preview a Page
Expand the Story and Chapter containing the Page.
Find the Page you want to preview.
Open the three-dot menu and select Preview.
→ Duplicate a Page
Find the Page you want to duplicate.
Click the three-dot menu.
Select Duplicate and follow the steps.
→ Move a Page
Find the Page you want to move.
Drag and drop Pages to reorder them within a Chapter.
→ Export a Page (Spreadsheet file)
Find the Page in the timeline.
Open the three-dot menu.
Select Export and follow the instructions.
→ View a Page in the Sitemap
Find the Page you want to locate.
Click the three-dot menu.
Select Show in Sitemap.
→ Delete a Page
Find the Page you want to delete.
Open the three-dot menu.
Select Delete.
Confirm the deletion.
→ Move or delete multiple Pages
You can select multiple pages and manage them together instead of moving or deleting them individually.
Move multiple Pages:
Expand the Story and Chapter containing the Pages.
Select the Pages you want to move.
Choose Move from the available bulk actions.
Select the destination Chapter, including a Chapter in another Story within the same course.
Confirm the action.
Delete multiple Pages:
Select the Pages you want to remove.
Choose Delete from the available bulk actions.
Review your selection and confirm the deletion.
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