Create a Course

Courses are structured educational resources made up of modules and lessons. This guide walks you through creating a new course, setting it up, and building out its content.

Before you begin

If your course lessons will include videos or downloadable files, upload those to the Media Library first so you can attach them when adding lessons. See Upload and manage files for instructions.

Create a new course

The steps below walk you through adding a new course to the Courses list.

1. Access Content.

2. Select Courses. The courses list opens.

3. Click Create Course in the top-right corner. A dialog opens.

4. Enter a name in the Course Title field. The Slug field fills in automatically.

5. Click Create Course. The course editor opens.

Set up the course overview

Before adding content, configure the course details.

1. In the course editor, click the three-dot menu (⋮) in the top-right corner.

2. Select Settings. The Course Overview panel opens.

3. Click on Edit to fill in the following:

   • Course Title: the name shown to learners.

   • Description: a summary of what the course covers.

   • Image: a cover image shown on the course card; click Select to upload one.

4. Under Access type, choose:

   • Public: anyone with the course link can access it

   • Private: only portal members and organization staff can access it

5. To make the course live immediately, toggle Published on. Leave it off while you are still building.

6. Click Close. Changes apply automatically.

Add a module

Modules are the sections that organize your lessons. Add at least one before adding lessons.

1. In the right panel of the course editor, click Add Module.

2. In the Course Module panel, enter a name in the Title field. The Slug fills in automatically.

3. Click Close. The module appears in the right panel.

Repeat for each module you need.

Add a lesson

Lessons are the individual content items inside a module.

1. Under the module where you want the lesson, click Add Lesson in the right panel.

2. In the Course Lesson panel, fill in the following:

   • Video: click Select to attach a video file.

   • Title: the name of the lesson. The Slug populates automatically.

   • Description: a short summary of the lesson's content.

   • Resources: click Select to attach downloadable files for this lesson.

3. Click Close. The lesson appears under the module.

Repeat for each lesson in each module.

Preview the course

Click Preview in the top-right corner to see how the course appears to a learner. Click it again to return to editing.

Save your changes

Click Save changes in the top-right corner when you are done.

Related articles

Now that you know how to create a course, check these related articles to make the most out of this feature.

• Manage Courses: Learn how to edit course settings, publish or unpublish a course, and share the course link with patients or staff.

• Upload and Manage Files: Add videos and documents to the Media Library so they are ready to attach when building course lessons.

• Content in Subflow: Understand how the Media Library and Courses work together in the Content application.