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How to create and edit a track
How to create and edit a track

Learn how to build the structure for a sequential learning playbook and add content to it.

Chris Ramlow avatar
Written by Chris Ramlow
Updated over a week ago


As a content owner, you want to incorporate several types of content into a sequential, multi-step learning playbook.


Create a track, following these steps:

  1. From the Catalog, click New and select Track from the menu.

    If you want to edit an existing track, navigate to it, open the context menu (button with three dots), and click Edit.

    The New Track page opens to Details & Settings.

  2. Enter a track Title and Description and add other details about the track.
    Go deeper for more details you can configure.

  3. Open Track Items at the top of the page.

  4. Click Add Content.
    The Add Content to Track dialog opens.

  5. Use the Content Type filter and search for the Name of an existing content item you want to add.
    Click Create to add a new content item to the track.
    You can create an Event Type, Article, Video, Course, Codelab, or Task from this menu.

  6. Select the content you want to add and click Add to track.

  7. Optionally, reorder the added content by dragging-and-dropping it on the left side of the Track Items page.

  8. Optionally, use the Add section option to organize track items in sections.
    For example, for a scheduled track you might have a section for Week 1, another section for Week 2, and so on.
    Learn how to organize a track into sections.

  9. Click Publish (or Save if you're editing an existing track) in the upper-right.

Learners can now engage the content you've added to the track. They can either join tracks available to them or you can assign tracks directly.

Go deeper

More track details

In addition to entering a required track Title and Description, you can also...

  • Upload a cover image for the track to capture attention in the Catalog.

  • Add Categories and Tags to make the track more discoverable.

  • Add track Facilitators to maintain content for the track.

  • Offer additional Resources for the track, such as an office hour program that supplements the track content.

  • Set a Time to complete for a default due date and/or a Time to expiration.

    Note that tracks honor default due dates for individual track steps so you can organize track content based on when steps should be completed.

  • Attach Surveys to gather feedback from learners about the track.

  • Configure Access Control to make the track public, hidden, or only available to certain groups.

  • Configure Notifications for the track.

Make track items optional

You can set individual track items as optional within a track so that people can complete the track as a whole without completing the optional content, if they want to.

Make steps track-only

You can set track items as inline to make them track-only content. Inline content doesn't appear in the Catalog but can consumed in any track to which it is added. This keeps you from cluttering your Catalog with content that isn't applicable or useful outside the track.

Notifications nuances with Tracks

Please note that as Scheduled Tracks can and usually contain other content items such as courses, unless you disable notifications within those child content items inside your Tracks, when you assign users to a Track those child content assignment notifications will also go out along with your main Track assignment notification.

To prevent the above, please disable those notifications in the child content items you do not want to go out with your parent track notification. For the main track notification to go out please toggle on the track's Assignment notification including Slack if you also want that to be sent.

A good mention here is that unlike events, tracks do not have a calendar invite that goes out, just the Assignment notification if enabled. Note that child content items such as events that do have calendar invites will be sent for only those child items associated with calendar entries.

Sync time on Tracks

Concluding this write-up with a final note that when adding or removing content within a track the total time change will take a few hours, in some cases up to 6, to sync and show the updated total track time.

See also

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