Folders, Organizing, and View Preferences

Organizing Lessons with Folders

As your collection of lessons grows, you can organize them into folders based on theme, topic, event, team, or any other structure that fits your needs.

You can also change the lesson view between grid and list using the top bar.Changing the view of lessons from Grid to List

Creating a Folder

  1. Navigate to Main Menu > Lessons and click New.

  2. Select Folder instead of Lesson.

  3. Name your folder (e.g., Learning Module, Topic, Campaign Date, Company Name, or Target Group).

  4. Click Create and Set Folder.

Sorting, Viewing, and Drag & Drop Organization

  • Use List View and click the "Name" column to sort lessons alphabetically.

  • Drag and drop lessons into folders for easy organization.

A list view of lessons in ConveYour

Adding Existing Lessons to a Folder

Option 1: Use the Context Menu

  1. Click the three-dot menu next to the lesson.

  2. Select Add to Folder.

Adding a lesson to a lesson folder in ConveYour

Option 2: Drag and Drop

  • Simply drag a lesson into an existing folder.

Benefits of Using Folders

Folders allow you to organize lessons efficiently by:

  • Target audience (e.g., Sales Team, Managers, New Hires).

  • Date or event (e.g., 2025 Onboarding, Annual Compliance Training).

  • Learning themes (e.g., Soft Skills, Leadership, Product Knowledge).

Using folders keeps your lessons structured, making it easier to find, manage, and present content effectively.

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