Why use scheduled tracks
A scheduled track is a time-boxed, cohort-based offering of a regular track. Use one when you want a group of people to start and finish a learning path together — for example, a monthly new-hire onboarding cohort or a Q3 manager bootcamp.
Each scheduled track has its own start and end dates, its own roster and enrollment capacity, and an optional shared Slack channel. People assigned to a scheduled track are automatically enrolled in the scheduled events inside it, so you don't manage event enrollments separately.
How scheduled tracks work
A scheduled track is a single-use offering of a base track. The base track stays evergreen and discoverable in the Catalog. Each scheduled offering has:
Its own start date and end date
Its own roster, enrollment capacity, and assignment behavior
An optional Slack channel for cohort communication
Specific scheduled events linked to each event series in the base track
You can nest regular tracks inside a scheduled track. You can't nest a scheduled track inside another scheduled track. See How to nest tracks within tracks.
When to use a scheduled track instead of a regular track
Use a regular track when learners join on a rolling basis and work through the content at their own pace.
Use a scheduled track when:
A defined cohort needs to start and finish together
The track includes live events you want the whole cohort to attend
You want a shared Slack channel for the cohort
Enrollment in the next offering needs to be automated through a rule
Set up a scheduled track
Start from a published base track. If you don't have one, see How to create and edit a track first.
Go to the base track, open the context menu (button with three dots), and select Schedule.
The Schedule track dialog opens.Configure the dialog:
Name — defaults to the base track name; edit if needed
Slack channel (optional) — see Slack channel behavior under Operate the scheduled track below; leave blank to skip
Location (optional)
Starts on and Ends on — required. Starts on must be on or before Ends on. Starts on should fall on or before the first scheduled event in the track; Ends on should fall on or after the final scheduled event.
Enrollment capacity (optional)
Click Review.
The full scheduled track page opens. Every field, including Name and Slack channel, remains editable here.Optionally, link a specific scheduled event for each event series in the track. Open the context menu (button with three dots) next to the event series, select Schedule, then pick a scheduled event. This swaps the event series for the specific event and enrolls assigned users in that event.
Publish the scheduled track.
Optionally, assign team members. See How to assign content.
The scheduled track is now available on the Track Details page for people to enroll in.
Operate the scheduled track
Assign the cohort
You can assign people manually or have an automated rule do it. For manual assignment, see How to assign content. To automate, use the Enroll into an upcoming scheduled offering of a track rule, which enrolls qualifying users into the next scheduled offering of a base track — see Enroll into an upcoming scheduled offering of a track for the rule's behavior and known limits.
People assigned to or self-enrolled in a scheduled track are automatically enrolled in the scheduled events inside it. If event capacity is below the cohort size, this can over-enroll the event — check room capacity for in-person events before assigning a large cohort.
If event capacity is still available after the cohort is enrolled, people outside the cohort can enroll in the event directly.
If the scheduled track includes a Collection as a track item, track assignments don't propagate to content inside the Collection. To make sure an event type is part of the cohort's assignment, place it directly as a track step rather than inside a Collection.
Slack channel behavior
If your tenant has the Slack integration enabled and you set a Slack channel name in the schedule dialog, a new Slack channel is created when you publish the scheduled track.
The channel name must be unique in your Slack workspace. If a channel with the same name already exists, the schedule action fails and you'll need to choose a different name.
Channel names must be 80 characters or fewer and can contain only lowercase letters, numbers, hyphens, and underscores.
When a user enrolls in the scheduled track, they're added to the Slack channel automatically, along with the creator and all facilitators. Users whose Slack accounts aren't fully provisioned at publish time may need to be added manually.
The Slack integration requires an expanded set of permission scopes. For the one-time admin setup, see Scheduled Tracks + Slack channel integration.
Notifications
Tracks don't send a calendar invite — only the assignment notification. Scheduled events inside the track send their own calendar invites and notifications, governed by each event's notification settings.
When you assign a user to a scheduled track, the track's assignment notification fires. Child content items (courses, articles, and so on) inside the track also fire their own assignment notifications by default. To send only the track-level notification, disable the assignment notification on each child item.
Edit after publishing
A published scheduled track stays editable. You can add or remove track items, change details, and adjust the cohort roster at any time. Changes to track content take effect immediately for already-assigned users.
