Creating and Assigning Training Plans

Creating a Custom Training Plan

  1. From a list of content, or from a specific video or article page, select the blue ‘Add to Training Plan’ button.
  2. In the second box titled, 'Create a New Plan Named:’ enter the name of your new custom training plan, followed by the 'Create' button.
 

Editing an Existing Custom Training Plan: 

  1. From a list of content, or from a specific video or article page, select the blue ‘Add to Training Plan’ button.
  2. In the first box titled ‘Add to an Existing Plan:’ select the training plan you would like to add the selected content to.
  3. You can also select 'Training Plans', from the 'My Team' drop-down menu and add content to training plans from this page. Under 'Your Custom Training Plans', you'll find the list of training plans that you have created. Click on the title of your training plan you'd like to add new content to. You can select any video or article you'd like to add under the 'Add Videos' or 'Add Articles' menus. Once you've selected the content you'd like to add, click the 'Update Content' button, located on the right.

Assigning a Training Plan

  1. From the ‘My Team’ drop down menu, select ‘Training Plans’. This will take you to a page with your custom training plans and stock training plans.
  2. You can then select ‘Assign’ for the training plan you would like to assign to members.
  3. Select individuals or groups within your account to assign your selected training plan to. You can also set a due date and add instructions before sending the training plan to your members.