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Outline

Course templates provide users with the ability to create, edit, and manage their own course templates that can be used when creating Managed by Exceed Evolve courses, optimizing your course creation workflow.

In this article, we’ll walk you through creating, editing, and managing course templates within Evolve.

Create a course from a template


With course templates, you can create a course template from scratch and turn an existing or newly created course into a course template.

Follow the steps below to create a template:

  1. Within the Evolve admin dashboard, either click Courses > Create Course or Create Course.

  2. Click Course Template. Enter a course title and select a template type.

  3. Click Create.

Set a course as a template


Creating a template from a course that has already been created can be accomplished in a few clicks. Follow the steps below to get started:

  1. Click the Settings tab within the course you’d like to create a template from.

  2. Click General > Create Template.

  3. Set a template title and template description to easily identify the template for future use.

Manage course templates


Access templates by navigating to the Templates menu. This menu provides you with the ability to do the following:

  • Create a course from a template

  • Preview a template

  • View the settings of a template

  • Pin a template

Heads Up!

When a course is created from a template it will include all of the settings (i.e. extensions, theme, and logic triggers) of the original course the template was created from. Additionally, pinning a template will make it accessible in the Create Course > Course Template menu. Pinned templates are user specific and does not apply across accounts.

Template settings


Access template settings by clicking View after a template has been created or by clicking Settings in the Template menu. The settings menu allows you to:

  • Edit the template title

  • Edit the template description

  • Apply tags

  • Set a template as an Exceed template

  • Delete a template

Heads Up!

To edit a template, create a course from the template you’d like to change. Once the new course has been created, create a new template from the updated course and delete the old template.

Managed by Exceed course templates


To make a template available within the Intellum platform, first navigate to the template settings. Click the General tab > enable Exceed Template.

Once set up, you will see the template available when you create a new Evolve course within the Intellum platform. To use the template within the Intellum platform, navigate to your admin dashboard > Content > + New > Evolve Course.

You’ll want to ensure that your Evolve and Intellum accounts have been integrated to enable Managed by Exceed features to successfully use these templates with Intellum.

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