đ This article is for: Company Admins and Managers who manage lessons and follow up on results.
â Available on: all plans, as the Learning add-on.
Find your lessons
Go to Learning and click Manage lessons. Company Admins see every lesson in the company. Managers see the lessons they created, in every status.
Search by title and description.
Filter by Category, Status (Draft, Scheduled, Live, Archived) and Tags.
Sort by newest, oldest or title.
Click a draft to open it in the editor. Click any other lesson to open it.
Edit a lesson
Open the menu on the lesson and click Edit.
Make your changes and click Save changes.
Changes to a Live lesson show for your team right away. Once anyone has started the quiz, its questions, answers, points and pass threshold are locked, so results stay fair. You can still fix typos. For bigger changes, make a copy (see below).
Managers can edit only the lessons they created. On other lessons they can open and copy them.
Copy a lesson
Open the menu and click Copy. You get a new draft with the same content and quiz, with you as the creator. Change what you need and publish it. Use a copy when a lesson needs a real change, or to run the same lesson again for another group.
Archive a lesson
Open the menu, click Archive and confirm. The lesson disappears for your team and its reminders stop. Results stay in Analytics.
Lessons with an end date (Available until) are archived automatically.
To bring a lesson back, click Publish on it. Your whole audience is notified again, including people who already passed.
Lessons can't be deleted. To stop a scheduled lesson, change its Available from date or archive it.
See the results
Open a Live or archived lesson and go to the Analytics tab. Company Admins see results for every lesson. Managers see results for their own lessons. Only people in the lesson's audience are counted.
Participants: the people in the lesson's audience.
Seen: how many participants have opened the lesson.
Completed: how many finished the quiz, passed or failed.
Passed: how many passed.
Average score: based on each person's latest attempt.
Coins paid out: shown when the lesson has coins, with the coin budget if set.
Score Distribution: how many people landed in each score range.
Seen, Completed and Passed each show the number and the share of participants. Lessons without a quiz show Seen and Completed only.
Below, the participant list shows each person's status (Not started, Seen, Passed, Failed), score, completed date and, when retries are allowed, the number of attempts. Filter by status, or search by name or team.
Follow up
Filter on Not started to see who hasn't opened the lesson. SalesScreen reminds them every week while the lesson is live.
Filter on Failed to see who might need coaching, or turn on Allow retry after failing so they can try again.
What if this doesn't work?
I can't find a lesson in Manage lessons: clear the filters and check the Status filter, since archived lessons are hidden by some filters. Managers only see lessons they created.
I can't change a question: someone has already started the quiz, so questions, answers and points are locked. Copy the lesson and publish the copy.
There is no Analytics tab: Analytics shows once a lesson has been published. Drafts don't have it. Managers see it only on lessons they created.